Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 7,021 $297K 0.18% 13F-HR Timeline Group Fiscal Wisdom Wealth Management, LLC More: the full row for Fiscal Wisdom Wealth Management, LLC 7,018 $297K 0.25% new 13F-HR Timeline Lakeridge Wealth Management LLC More: the full row for Lakeridge Wealth Management LLC 7,007 $297K 0.11% +188 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 7,007 $297K 0.1% -9,119 13F-HR Timeline 46 Peaks LLC More: the full row for 46 Peaks LLC 7,000 $296K 0.19% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,997 $296K 0.2% -640 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 6,977 $295K 0.1% +1 13F-HR/A Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 6,971 $295K 0.01% +2,924 13F-HR Timeline AMES NATIONAL CORP in group AMES NATIONAL CORP More: the full row for AMES NATIONAL CORP 6,963 $295K 0.16% -200 13F-HR Timeline Group Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 6,951 $294K 0.09% -195 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 6,911 $293K 0.16% 0 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 6,911 $293K 0.05% 0 13F-HR Timeline Pettee Investors, Inc. More: the full row for Pettee Investors, Inc. 6,906 $292K 0.14% 0 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 6,895 $292K 0.01% -891 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 6,881 $291K 0.07% -252 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 6,877 $291K 0.14% -406 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 6,868 $291K 0.03% -202 13F-HR Timeline Finivi Inc. More: the full row for Finivi Inc. 6,812 $288K 0.15% -269 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 13,416 $287K 0.05% -5,905 13F-HR Timeline LeClair Wealth Partners LLC More: the full row for LeClair Wealth Partners LLC 6,785 $287K 0.15% +1,003 13F-HR Timeline MINDSET WEALTH MANAGEMENT, LLC More: the full row for MINDSET WEALTH MANAGEMENT, LLC 6,785 $287K 0.06% +1,200 13F-HR Timeline Pines Wealth Management, LLC More: the full row for Pines Wealth Management, LLC 6,779 $287K 0.08% -334 13F-HR Timeline BRIGHT FINANCIAL ADVISORS, INC. More: the full row for BRIGHT FINANCIAL ADVISORS, INC. 6,775 $287K 0.12% +2,480 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 6,766 $286K 0.22% -85 13F-HR Timeline Eldridge Investment Advisors, Inc. More: the full row for Eldridge Investment Advisors, Inc. 6,757 $286K 0.06% +12 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 6,745 $286K 0.22% +677 13F-HR Timeline Hapanowicz & Associates Financial Servi… More: the full row for Hapanowicz & Associates Financial Services, Inc 6,744 $286K 0.09% -100 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 6,743 $285K 0.38% +129 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 6,742 $285K 0.07% +1,274 13F-HR Timeline WealthBridge Capital Management, LLC More: the full row for WealthBridge Capital Management, LLC 6,741 $285K 0.06% +1,342 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 6,728 $285K 0.1% +418 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,726 $285K 0.23% -411 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 6,711 $284K 0.05% +1,496 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 6,679 $283K 0.02% -382 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 6,666 $282K 0.07% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 6,658 $282K 0.03% +25 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 6,652 $282K 0.13% -264 13F-HR/A Timeline Northstar Group, Inc. More: the full row for Northstar Group, Inc. 6,636 $281K 0.04% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,685 $281K 0.02% -184 13F-HR Timeline Crescent Grove Advisors, LLC More: the full row for Crescent Grove Advisors, LLC 6,625 $281K 0.02% -797 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 6,623 $280K 0.01% +386 13F-HR Timeline Flagstone Financial Management More: the full row for Flagstone Financial Management 6,619 $280K 0.06% +11 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 6,619 $280K 0.2% +390 13F-HR Timeline American Trust More: the full row for American Trust 6,614 $280K 0.02% -40 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 6,596 $279K 0.21% 0 13F-HR Timeline Blake Schutter Theil Wealth Advisors, L… More: the full row for Blake Schutter Theil Wealth Advisors, LLC 6,588 $279K 0.19% +585 13F-HR Timeline New World Advisors LLC More: the full row for New World Advisors LLC 6,566 $278K 0.05% +220 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 6,561 $278K 0.08% +66 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 6,549 $277K 0.09% +18 13F-HR Timeline Daybright Advisory Services, Inc. More: the full row for Daybright Advisory Services, Inc. 5,922 $277K 0.07% -197 13F-HR Timeline Symmetry Partners, LLC More: the full row for Symmetry Partners, LLC 6,539 $277K 0.01% -4,118 13F-HR Timeline ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 6,530 $276K 0.04% -16 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6,520 $276K 0.02% -48 13F-HR/A Timeline Aurora Investment Managers, LLC. More: the full row for Aurora Investment Managers, LLC. 6,510 $276K 0.17% new 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 6,514 $276K 0.28% 0 13F-HR Timeline Artesa Financial Group, LLC More: the full row for Artesa Financial Group, LLC 6,497 $275K 0.23% +3 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 6,496 $275K 0.13% +878 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 6,494 $275K 0.02% 0 13F-HR Timeline Yoder Wealth Management, Inc. More: the full row for Yoder Wealth Management, Inc. 6,483 $274K 0.11% +100 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 6,468 $274K 0.04% +243 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 6,465 $274K 0.02% +1,057 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 6,456 $273K 0.08% -76 13F-HR Timeline Junk Investment Group, LLC More: the full row for Junk Investment Group, LLC 6,453 $273K 0.12% +1,022 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 6,452 $273K 0.04% -1,265 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,437 $273K 0.06% -57 13F-HR Timeline CNB Bank More: the full row for CNB Bank 6,404 $271K 0.11% -308 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,401 $271K 0.05% +76 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 6,391 $271K 0.18% -415 13F-HR Timeline GenWealth Group, Inc. More: the full row for GenWealth Group, Inc. 6,384 $270K 0.04% -110 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 6,382 $270K 0.08% -9 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 6,381 $270K 0.09% -102 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 6,383 $270K 0.01% +380 13F-HR Timeline MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 6,370 $270K 0.01% +429 13F-HR Timeline BAM Wealth Management, LLC More: the full row for BAM Wealth Management, LLC 6,358 $269K 0.17% +303 13F-HR Timeline Briggs Wealth Management, Inc More: the full row for Briggs Wealth Management, Inc 6,354 $269K 0.25% 0 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 6,351 $269K 0.05% -16 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,351 $269K 0.02% -424 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 6,351 $269K 0.02% +1,540 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 6,350 $269K 0.1% +812 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 6,340 $268K 0.07% 0 13F-HR Timeline Straight Path Wealth Management More: the full row for Straight Path Wealth Management 6,331 $268K 0.06% +282 13F-HR Timeline DiPaolo Financial Group, Inc. More: the full row for DiPaolo Financial Group, Inc. 6,329 $268K 0.18% +529 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 6,304 $267K 0.18% +455 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 6,301 $267K 0.09% 0 13F-HR Timeline Group MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 6,296 $267K 0.15% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 6,294 $266K 0.19% +1,877 13F-HR Timeline BOURNE LENT ASSET MANAGEMENT INC More: the full row for BOURNE LENT ASSET MANAGEMENT INC 6,287 $266K 0.09% 0 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 6,287 $266K 0.02% +5,719 13F-HR Timeline Group NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 6,326 $266K 0.2% -70 13F-HR Timeline Aldebaran Financial Inc. More: the full row for Aldebaran Financial Inc. 6,267 $265K 0.22% -450 13F-HR Timeline Rockbridge Investment Management, LCC More: the full row for Rockbridge Investment Management, LCC 6,265 $265K 0.02% -5,019 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 6,261 $265K 0.05% -857 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 6,248 $265K <0.01% +488 13F-HR Timeline LongView Wealth Management More: the full row for LongView Wealth Management 6,255 $265K 0.07% -487 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 6,242 $264K 0.1% +3,182 13F-HR Timeline Wescott Financial Advisory Group, LLC More: the full row for Wescott Financial Advisory Group, LLC 6,237 $264K 0.02% -3,280 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,235 $264K 0.05% +1,102 13F-HR Timeline AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 6,232 $264K 0.22% +365 13F-HR Timeline BARON SILVER STEVENS FINANCIAL ADVISORS… More: the full row for BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 6,226 $264K 0.03% 0 13F-HR Timeline Wright Wealth LLC More: the full row for Wright Wealth LLC 6,215 $263K 0.16% +44 13F-HR Timeline Blue Water Asset Management More: the full row for Blue Water Asset Management 6,212 $263K 0.08% +430 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6,210 $263K 0.01% -793 13F-HR Timeline Prosperitas Financial LLC More: the full row for Prosperitas Financial LLC 6,208 $263K 0.08% +1,387 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 6,203 $263K 0.28% -94 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 6,187 $262K 0.16% -606 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 6,184 $262K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 6,177 $262K 0.05% -440 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 6,170 $261K 0.19% new 13F-HR Timeline Concorde Asset Management, LLC More: the full row for Concorde Asset Management, LLC 6,169 $261K 0.15% -170 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 6,153 $260K 0.11% -138 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 6,139 $260K 0.11% +1,130 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 6,126 $259K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 6,124 $259K 0.26% -932 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 6,112 $259K 0.32% new 13F-HR Timeline ArrowMark Colorado Holdings LLC More: the full row for ArrowMark Colorado Holdings LLC 6,108 $259K 0.01% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 6,104 $258K 0.05% -19,080 13F-HR Timeline Capstone Wealth Management, LLC More: the full row for Capstone Wealth Management, LLC 6,103 $258K 0.12% new 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 6,099 $258K 0.05% +279 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 6,096 $258K 0.15% new 13F-HR Timeline Olde Wealth Management, LLC More: the full row for Olde Wealth Management, LLC 6,097 $258K 0.07% -183 13F-HR Timeline Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 6,084 $258K 0.12% -74 13F-HR Timeline MUIRFIELD WEALTH ADVISORS LLC More: the full row for MUIRFIELD WEALTH ADVISORS LLC 6,081 $257K 0.17% +83 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 6,069 $257K 0.06% -843 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 6,059 $257K 0.08% 0 13F-HR Timeline GatePass Capital, LLC More: the full row for GatePass Capital, LLC 6,051 $256K 0.1% -3,242 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 6,051 $256K 0.06% -497 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 6,050 $256K 0.02% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 6,048 $256K 0.01% +1,759 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 6,043 $256K 0.12% -45 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 5,877 $256K 0.03% -464 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 6,034 $255K 0.05% +416 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 6,031 $255K 0.02% +1,986 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,995 $254K 0.13% 0 13F-HR Timeline WRIGHT INVESTORS SERVICE INC More: the full row for WRIGHT INVESTORS SERVICE INC 5,993 $254K 0.07% -399 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 5,978 $253K 0.02% +300 13F-HR/A Timeline Alliance Wealth Management Group More: the full row for Alliance Wealth Management Group 5,978 $253K 0.05% +13 13F-HR Timeline Towercrest Capital Management More: the full row for Towercrest Capital Management 5,978 $253K 0.04% +13 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 5,974 $253K <0.01% -268 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 5,973 $253K 0.78% -65 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 5,969 $253K 0.03% +1 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 5,960 $252K 0.33% -888 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 5,946 $252K 0.12% -1,100 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 5,920 $251K 0.04% +27 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5,917 $251K 0.14% -663 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 5,917 $251K 0.13% -1,367 13F-HR Timeline PCM Encore, LLC More: the full row for PCM Encore, LLC 5,890 $249K 0.04% -907 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 5,883 $249K 0.07% +19 13F-HR Timeline NS Partners Ltd More: the full row for NS Partners Ltd 5,880 $249K 0.01% +1,765 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 5,870 $249K 0.05% -1,272 13F-HR Timeline Advisory Solutions Group, LLC More: the full row for Advisory Solutions Group, LLC 5,866 $248K 0.09% 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 5,855 $248K 0.03% +819 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 5,854 $248K 0.06% -772 13F-HR Timeline Regent Peak Wealth Advisors LLC More: the full row for Regent Peak Wealth Advisors LLC 5,834 $247K 0.05% +329 13F-HR Timeline Elwood & Goetz Wealth Advisory Group, L… More: the full row for Elwood & Goetz Wealth Advisory Group, LLC 5,819 $246K 0.04% -51 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 5,813 $246K 0.14% new 13F-HR Timeline Kercheville Advisors, LLC More: the full row for Kercheville Advisors, LLC 5,808 $246K 0.07% -59 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 5,803 $246K 0.04% -7,955 13F-HR Timeline Kapstone Financial Advisors LLC More: the full row for Kapstone Financial Advisors LLC 5,801 $246K 0.1% -100 13F-HR Timeline Stonehearth Capital Management, LLC More: the full row for Stonehearth Capital Management, LLC 5,799 $246K 0.08% -5,200 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 5,773 $244K 0.06% +2 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 5,768 $244K 0.78% -518 13F-HR Timeline LEE DANNER & BASS INC More: the full row for LEE DANNER & BASS INC 5,765 $244K 0.01% -117 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 5,796 $244K 0.03% +26 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 5,755 $244K 0.16% -3,151 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 5,750 $243K 0.06% +282 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,748 $243K 0.12% new 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 5,741 $243K 0.02% -873 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 5,732 $243K 0.21% 0 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 5,729 $243K 0.11% -165 13F-HR Timeline VERITY Wealth Advisors More: the full row for VERITY Wealth Advisors 5,726 $242K 0.15% 0 13F-HR Timeline ROBERTS GLORE & CO INC /IL/ More: the full row for ROBERTS GLORE & CO INC /IL/ 5,722 $242K 0.06% -18 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5,707 $242K 0.03% -410 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 5,703 $241K 0.07% +12 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 5,690 $241K 0.02% -373 13F-HR Timeline KAHN BROTHERS GROUP INC More: the full row for KAHN BROTHERS GROUP INC 5,682 $241K 0.04% 0 13F-HR/A Timeline Alan B Lancz & Associates, Inc. More: the full row for Alan B Lancz & Associates, Inc. 5,681 $241K 0.21% 0 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 5,670 $240K 0.03% -1,701 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 5,665 $240K 0.1% 0 13F-HR Timeline FLYNN ZITO CAPITAL MANAGEMENT, LLC More: the full row for FLYNN ZITO CAPITAL MANAGEMENT, LLC 5,655 $239K 0.07% +77 13F-HR Timeline NOTTINGHAM ADVISORS, INC. More: the full row for NOTTINGHAM ADVISORS, INC. 5,504 $239K 0.03% 0 13F-HR Timeline Blankinship & Foster, LLC More: the full row for Blankinship & Foster, LLC 5,651 $239K 0.05% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 5,645 $239K 0.11% -461 13F-HR Timeline Legacy Trust More: the full row for Legacy Trust 5,637 $239K 0.04% -770 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 5,618 $238K 0.07% -552 13F-HR Timeline SPIREPOINT PRIVATE CLIENT, LLC More: the full row for SPIREPOINT PRIVATE CLIENT, LLC 5,618 $238K 0.02% -1,039 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 5,617 $238K 0.14% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 5,615 $238K 0.07% +1,175 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 5,609 $237K 0.02% +271 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,650 $237K 0.03% -22 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 5,598 $237K 0.01% -283 13F-HR Timeline Hendershot Investments Inc. More: the full row for Hendershot Investments Inc. 5,593 $237K 0.03% new 13F-HR Timeline WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 5,590 $237K 0.08% -1,564 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 5,566 $236K 0.02% -32 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 5,562 $235K 0.16% +1,503 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 5,562 $235K 0.02% new 13F-HR Timeline Clark & Stuart, Inc More: the full row for Clark & Stuart, Inc 5,559 $235K 0.15% +334 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 5,557 $235K 0.05% -4,275 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 5,528 $234K 0.04% 0 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 5,528 $234K 0.01% -205 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 5,520 $234K 0.13% +359 13F-HR Timeline