Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 15,816 $644K 0.07% +7,832 13F-HR Timeline Group VeraBank, N.A. More: the full row for VeraBank, N.A. 15,800 $644K 0.12% -900 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 15,788 $643K 0.19% 13F-HR Timeline Group TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 15,781 $643K 0.06% -4,883 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 15,767 $642K 0.25% -1,635 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 15,768 $642K 0.19% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,732 $641K 0.08% -7,506 13F-HR Timeline ALBERT D MASON INC More: the full row for ALBERT D MASON INC 15,694 $639K 0.42% +68 13F-HR Timeline Avantra Family Wealth, Inc. More: the full row for Avantra Family Wealth, Inc. 15,649 $637K 0.46% -701 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 15,639 $637K 0.12% +8,182 13F-HR/A Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 15,610 $636K 0.09% 0 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 15,577 $634K 0.19% -2,704 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 15,539 $633K 0.14% +1,473 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 15,515 $632K 0.47% 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 15,496 $631K 0.05% +306 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 15,473 $630K 0.53% -1,183 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 15,426 $628K 0.14% -24,572 13F-HR Timeline Roehl & Yi Investment Advisors, LLC More: the full row for Roehl & Yi Investment Advisors, LLC 15,409 $628K 0.25% -6,719 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 15,405 $627K 0.3% -726 13F-HR Timeline Bigelow Investment Advisors, LLC More: the full row for Bigelow Investment Advisors, LLC 15,404 $627K 0.25% +278 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 15,399 $627K 0.01% +630 13F-HR Timeline Group Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 15,396 $627K 0.34% +99 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 15,393 $627K 0.31% +776 13F-HR Timeline Visionary Horizons, LLC More: the full row for Visionary Horizons, LLC 15,390 $627K 0.32% -673 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 15,388 $627K 0.27% +150 13F-HR Timeline Directional Asset Management More: the full row for Directional Asset Management 15,360 $626K 0.55% 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 15,354 $625K 0.2% -51 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 15,891 $624K 0.04% +743 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 15,289 $623K 0.27% +2,573 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 15,268 $622K 0.06% +2,049 13F-HR Timeline Wealth Management Partners, LLC More: the full row for Wealth Management Partners, LLC 15,266 $622K 0.18% +1,536 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 15,255 $621K 0.17% -1,619 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 15,241 $621K 0.2% -1,346 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 15,240 $621K 0.15% -1,400 13F-HR Timeline Group Avise Financial Cooperative, Inc. More: the full row for Avise Financial Cooperative, Inc. 15,223 $620K 0.56% 13F-HR Timeline WRAPMANAGER INC More: the full row for WRAPMANAGER INC 15,216 $620K 0.21% -3,743 13F-HR Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 15,212 $620K 0.31% -115 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15,193 $619K 0.08% +13,984 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 15,193 $619K 0.31% -1,981 13F-HR Timeline Group Optas, LLC More: the full row for Optas, LLC 15,180 $618K 0.1% -322 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 15,180 $618K 0.41% -2,440 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 15,164 $618K 0.12% -551 13F-HR Timeline PALISADE CAPITAL MANAGEMENT, LP More: the full row for PALISADE CAPITAL MANAGEMENT, LP 15,163 $618K 0.02% -1,227 13F-HR Timeline Souders Financial Advisors More: the full row for Souders Financial Advisors 15,160 $617K 0.07% -5,923 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 15,105 $615K 0.08% +749 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 15,099 $615K 0.03% -1,551 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15,097 $615K 0.03% -12,043 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 15,091 $615K 0.16% +5,362 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 15,021 $612K 0.09% -2,052 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 14,974 $610K 0.32% -6,424 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 12,294 $608K 0.25% +58 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 14,918 $608K 0.25% -7,450 13F-HR Timeline ROI Financial Advisors, LLC More: the full row for ROI Financial Advisors, LLC 14,912 $607K 0.35% +1,859 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 14,900 $607K 0.14% -250 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 14,895 $607K 0.12% +152 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 14,891 $607K 0.16% +246 13F-HR Timeline ANB BANK More: the full row for ANB BANK 14,879 $606K 0.24% +130 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 14,859 $605K 0.27% +146 13F-HR Timeline RBO & CO LLC More: the full row for RBO & CO LLC 14,846 $605K 0.1% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 14,821 $604K 0.44% -1,197 13F-HR Timeline Fruth Investment Management More: the full row for Fruth Investment Management 14,814 $603K 0.16% 0 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 14,804 $603K 0.77% +5 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,031 $601K 0.07% -7,401 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 14,744 $601K 0.09% -85 13F-HR Timeline Oder Investment Management, LLC More: the full row for Oder Investment Management, LLC 14,737 $600K 0.43% -2,258 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 14,733 $600K 0.1% +2,632 13F-HR Timeline Arvest Bank Trust Division More: the full row for Arvest Bank Trust Division 14,698 $599K 0.03% -670 13F-HR Timeline Councilmark Asset Management, LLC More: the full row for Councilmark Asset Management, LLC 14,696 $599K 0.33% -80 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 14,676 $598K 0.16% -4,222 13F-HR Timeline Northstar Advisory Group, LLC More: the full row for Northstar Advisory Group, LLC 14,667 $597K 0.21% -420 13F-HR Timeline Norway Savings Bank More: the full row for Norway Savings Bank 14,639 $596K 0.28% -241 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 14,621 $596K 0.09% new 13F-HR Timeline William Allan Corp More: the full row for William Allan Corp 14,594 $594K 0.34% +2,760 13F-HR Timeline Sandbox Financial Partners, LLC More: the full row for Sandbox Financial Partners, LLC 14,564 $593K 0.16% -254 13F-HR Timeline RETIREMENT PLANNING GROUP, LLC / NY More: the full row for RETIREMENT PLANNING GROUP, LLC / NY 14,531 $592K 0.4% +55 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 14,515 $591K <0.01% +1,833 13F-HR Timeline GREENBERG FINANCIAL GROUP More: the full row for GREENBERG FINANCIAL GROUP 14,499 $591K 0.24% 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 14,467 $589K 0.18% +104 13F-HR Timeline Abbot Financial Management, Inc. More: the full row for Abbot Financial Management, Inc. 14,462 $589K 0.24% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 14,452 $589K 0.05% -15,411 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 14,440 $588K 0.02% -1,350 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 14,414 $587K 0.09% -36,694 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 14,386 $586K 0.01% -1,514 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 14,357 $585K 0.02% -3,303 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 14,325 $583K 0.17% -2,748 13F-HR Timeline Cherokee Insurance Co More: the full row for Cherokee Insurance Co 14,300 $582K 0.24% 0 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 14,266 $581K 0.07% -1,655 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 14,204 $579K 0.17% -6,158 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 14,192 $578K 0.39% +645 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 14,180 $578K 0.24% +301 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 14,171 $577K 0.05% -15 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 14,152 $576K 0.4% -17,153 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 14,533 $576K 0.02% -1,137 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 14,128 $575K 0.19% +151 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 14,200 $575K 0.03% 13F-HR Timeline SEVEN MILE ADVISORY More: the full row for SEVEN MILE ADVISORY 14,095 $574K 0.1% -1,343 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 14,082 $574K 0.09% +572 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 14,056 $573K 0.08% +892 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 13,570 $571K 0.22% +6,473 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 14,002 $570K 0.05% -6,974 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 13,966 $569K 0.48% +610 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 13,888 $566K 0.11% +1,276 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 13,869 $565K 0.08% +4,024 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 13,854 $564K 0.08% -1,883 13F-HR Timeline Horizon Wealth Management, LLC More: the full row for Horizon Wealth Management, LLC 13,845 $564K 0.09% +100 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 13,838 $564K 0.58% +558 13F-HR Timeline Orange Investment Advisors, Inc. More: the full row for Orange Investment Advisors, Inc. 13,833 $563K 0.06% -8,479 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 13,821 $563K 0.04% -28,120 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 13,758 $560K 0.02% -2,540 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 13,750 $560K 0.08% -3,295 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 13,538 $559K 0.26% 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 13,678 $557K 0.48% 13F-HR Timeline Quad-Cities Investment Group, LLC More: the full row for Quad-Cities Investment Group, LLC 13,639 $556K 0.23% -36 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 13,676 $555K 0.18% +325 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 13,633 $555K 0.13% -469 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 13,611 $554K 0.17% 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 13,610 $554K 0.1% +7,970 13F-HR Timeline Aurora Private Wealth, Inc. More: the full row for Aurora Private Wealth, Inc. 13,591 $554K 0.36% 13F-HR Timeline DELTA FINANCIAL ADVISORS LLC More: the full row for DELTA FINANCIAL ADVISORS LLC 13,493 $550K 0.14% +2,213 13F-HR Timeline Cove Private Wealth, LLC More: the full row for Cove Private Wealth, LLC 13,482 $549K 0.16% -8,961 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 13,464 $548K 0.15% -1,601 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 13,461 $548K 0.02% +8,819 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 13,435 $547K 0.12% -345 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 13,381 $545K 0.2% -4,590 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 13,374 $545K 0.44% -1,650 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 13,351 $544K 0.16% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 13,337 $543K 0.11% -4,528 13F-HR Timeline HOWLAND CAPITAL MANAGEMENT LLC More: the full row for HOWLAND CAPITAL MANAGEMENT LLC 13,336 $543K 0.02% +4,998 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 13,333 $543K 0.08% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 13,321 $543K 0.04% -6,830 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 13,276 $541K 0.02% +2,194 13F-HR Timeline Taylor & Morgan Wealth Management, LLC More: the full row for Taylor & Morgan Wealth Management, LLC 13,257 $540K 0.3% +130 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 13,257 $540K 0.32% -1,308 13F-HR Timeline Group Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 13,218 $538K 0.33% -1,020 13F-HR Timeline Group Maia Wealth LLC More: the full row for Maia Wealth LLC 10,877 $538K 0.09% +1,670 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 13,192 $537K 0.21% 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 13,170 $536K 0.21% +927 13F-HR Timeline EADS & HEALD WEALTH MANAGEMENT More: the full row for EADS & HEALD WEALTH MANAGEMENT 13,124 $535K 0.26% -387 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 13,077 $533K 0.24% +1,855 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 12,999 $529K 0.29% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12,994 $529K 0.11% -1,716 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 12,989 $529K 0.02% -1,023 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 12,981 $529K 0.01% -834 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 12,973 $528K 0.08% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 12,963 $528K 0.04% +690 13F-HR Timeline PCG ASSET MANAGEMENT, LLC More: the full row for PCG ASSET MANAGEMENT, LLC 12,638 $527K 0.42% -400 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 12,998 $527K 0.2% 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 12,922 $526K 0.41% -135 13F-HR Timeline Austin Private Wealth, LLC More: the full row for Austin Private Wealth, LLC 12,915 $526K 0.04% +538 13F-HR Timeline CFO CAPITAL MANAGEMENT LLC More: the full row for CFO CAPITAL MANAGEMENT LLC 12,911 $526K 0.39% 13F-HR Timeline CAHILL FINANCIAL ADVISORS INC More: the full row for CAHILL FINANCIAL ADVISORS INC 12,908 $526K 0.06% -75 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 12,876 $524K 0.19% -190 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 12,869 $524K 0.01% -4,435 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 12,850 $523K 0.11% -4,642 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 12,847 $523K 0.04% -742 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 12,826 $522K 0.01% new 13F-HR Timeline Group Next Level Private LLC More: the full row for Next Level Private LLC 12,813 $522K 0.14% -3,411 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 12,800 $521K 0.27% +995 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 12,786 $521K 0.06% -2,971 13F-HR Timeline Vantus Wealth LLC More: the full row for Vantus Wealth LLC 12,731 $519K 0.38% 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 12,732 $518K 0.13% +1,279 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,717 $518K 0.28% -11 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 12,676 $516K 0.07% -2,080 13F-HR Timeline Baltimore-Washington Financial Advisors… More: the full row for Baltimore-Washington Financial Advisors, Inc. 12,664 $516K 0.02% +1,795 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 12,649 $515K 1.57% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 12,648 $515K 0.33% -758 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 12,630 $514K 0.33% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 12,616 $514K 0.02% -1,834 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 12,610 $514K 0.05% +1,567 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 12,600 $513K 0.03% -800 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 12,551 $511K 0.05% -4,798 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 12,512 $510K 0.12% new 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 12,511 $510K 0.03% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 12,501 $509K 0.08% -1,065 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 12,499 $509K 0.07% +63 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 12,493 $509K 0.05% -3,428 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 12,486 $509K 0.04% -583 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 12,486 $509K 0.07% 13F-HR Timeline Charter Capital Management, LLC\DE More: the full row for Charter Capital Management, LLC\DE 12,476 $508K 0.26% +4 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 12,460 $508K 0.33% -1,356 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 12,460 $507K 0.34% -93 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 12,452 $507K 0.16% -584 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 12,439 $507K 0.09% -325 13F-HR Timeline McGowan Group Asset Management, Inc. More: the full row for McGowan Group Asset Management, Inc. 12,380 $504K 0.06% -579 13F-HR Timeline OMC Financial Services LTD More: the full row for OMC Financial Services LTD 12,329 $502K 0.19% -131 13F-HR Timeline TI-TRUST, INC More: the full row for TI-TRUST, INC 12,327 $502K 0.31% +82 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 12,326 $502K 0.3% +636 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 12,285 $500K 0.2% -2,062 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 12,282 $500K 0.07% -2,292 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 12,260 $499K 0.04% -296 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 12,236 $498K 0.14% -1,567 13F-HR Timeline SHEETS SMITH WEALTH MANAGEMENT More: the full row for SHEETS SMITH WEALTH MANAGEMENT 12,224 $498K 0.05% -917 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 12,212 $497K 0.07% +149 13F-HR/A Timeline LCNB CORP More: the full row for LCNB CORP 12,177 $496K 0.17% +168 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 12,175 $496K 0.17% +897 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 12,174 $496K 0.07% 0 13F-HR Timeline Dominguez Wealth Management Solutions, … More: the full row for Dominguez Wealth Management Solutions, Inc. 12,167 $496K 0.3% -2,141 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 12,160 $495K 0.17% -1,140 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 12,140 $494K 0.43% -1,437 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 12,132 $494K 0.1% -247 13F-HR Timeline