Lakeside Advisors, INC. More: the full row for Lakeside Advisors, INC. 7,525 $701K 0.45% +250 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 7,517 $701K 0.12% +1,401 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 7,484 $698K 0.02% -66 13F-HR Timeline Group MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 7,481 $697K 0.15% +367 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,459 $695K 0.07% +3,501 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 7,455 $695K 0.07% -235 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 7,443 $694K 0.17% +2 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 7,423 $692K 0.17% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,422 $692K 0.08% +863 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 7,419 $691K 0.09% -33 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 7,414 $691K 0.01% +1,391 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 7,407 $690K 0.04% 0 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 7,401 $690K 0.05% +457 13F-HR Timeline Verum Partners LLC More: the full row for Verum Partners LLC 7,396 $689K 0.14% -12 13F-HR Timeline Sippican Capital Advisors More: the full row for Sippican Capital Advisors 7,375 $687K 0.44% -740 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 802 $687K 0.57% 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 7,352 $685K 0.15% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 7,349 $685K 0.14% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 7,238 $685K 0.14% +1,823 13F-HR Timeline Pacifica Capital Investments, LLC More: the full row for Pacifica Capital Investments, LLC 7,335 $684K 0.19% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 7,330 $683K 0.2% 0 13F-HR Timeline MRA Advisory Group More: the full row for MRA Advisory Group 7,313 $682K 0.29% +589 13F-HR Timeline L. Roy Papp & Associates, LLP More: the full row for L. Roy Papp & Associates, LLP 7,310 $681K 0.08% 0 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 7,301 $680K 0.27% 13F-HR Timeline SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 7,300 $680K 0.05% -2,606 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 7,290 $679K 0.05% +1,250 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 7,250 $676K 0.69% 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 7,235 $674K 0.09% -41 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 7,233 $674K 0.29% -460 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 7,221 $673K 0.17% -454 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 7,220 $673K 0.31% 0 13F-HR Timeline Group Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 7,200 $671K 0.67% 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 7,199 $671K 0.12% +157 13F-HR Timeline Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 7,198 $671K 0.19% -226 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 7,197 $671K 0.1% -852 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7,196 $671K 0.09% +3,346 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 7,787 $671K 0.04% +128 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 7,183 $669K 0.09% +125 13F-HR Timeline Leonard Rickey Investment Advisors P.L.… More: the full row for Leonard Rickey Investment Advisors P.L.L.C. 7,182 $669K 0.12% +46 13F-HR Timeline Ares Systematic Credit Ltd More: the full row for Ares Systematic Credit Ltd 550 $669K 0.54% 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 7,178 $669K 0.15% 13F-HR Timeline COWA, LLC More: the full row for COWA, LLC 7,172 $668K 0.2% +29 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 7,164 $668K 0.36% -400 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 7,143 $666K 0.12% +66 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 7,127 $664K 0.03% -23 13F-HR Timeline BINGHAM PRIVATE WEALTH, LLC More: the full row for BINGHAM PRIVATE WEALTH, LLC 7,121 $664K 0.57% 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 7,120 $664K 0.1% -18 13F-HR Timeline GLP Holdings LLLP More: the full row for GLP Holdings LLLP 7,117 $663K 0.63% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7,106 $662K 0.06% -90 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 7,101 $662K 0.4% -473 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 7,100 $662K 0.08% 0 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 7,092 $661K 0.06% -1,254 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 7,085 $660K 0.14% 0 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 7,045 $657K 0.09% +3,261 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 7,031 $655K 0.07% +614 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 7,023 $655K 0.12% +1 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 7,001 $652K 0.05% +398 13F-HR Timeline Kearns & Associates LLC More: the full row for Kearns & Associates LLC 7,000 $652K 0.34% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 6,991 $652K 0.09% +1,555 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 6,988 $651K 0.05% +18 13F-HR Timeline Arsenal Capital Advisors LLC More: the full row for Arsenal Capital Advisors LLC 6,987 $651K 0.46% 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 6,954 $648K 0.06% -72 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 6,933 $646K 0.08% 0 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 6,919 $645K 0.07% +24 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 6,908 $644K 0.05% +324 13F-HR Timeline Group Selby Wealth Management, LLC More: the full row for Selby Wealth Management, LLC 6,904 $643K 0.26% 13F-HR Timeline Tranquility Partners, LLC More: the full row for Tranquility Partners, LLC 6,898 $643K 0.23% -476 13F-HR Timeline Peak Retirement Planning, Inc. More: the full row for Peak Retirement Planning, Inc. 6,895 $643K 0.15% -295 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 6,886 $642K 0.03% -44 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 6,727 $640K 0.1% -16,794 13F-HR/A Timeline Summa Corp. More: the full row for Summa Corp. 6,835 $637K 0.27% +6 13F-HR Timeline Occidental Asset Management, LLC More: the full row for Occidental Asset Management, LLC 6,796 $633K 0.08% +570 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,789 $633K 0.12% -904 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 6,687 $633K 0.31% +64 13F-HR Timeline New Hampshire Trust More: the full row for New Hampshire Trust 6,785 $632K 0.12% 0 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 7,085 $632K 0.47% 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 6,783 $632K 0.66% -3,490 13F-HR Timeline INTEGRAL INVESTMENT ADVISORS, INC. More: the full row for INTEGRAL INVESTMENT ADVISORS, INC. 6,782 $632K 0.16% +2,244 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 6,780 $632K 0.21% +126 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6,551 $631K 0.06% -54 13F-HR Timeline Stockman Wealth Management, Inc. More: the full row for Stockman Wealth Management, Inc. 6,753 $629K 0.07% +1,571 13F-HR/A Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,750 $629K 0.15% -1,900 13F-HR Timeline Sequent Asset Management, LLC More: the full row for Sequent Asset Management, LLC 6,753 $629K 0.28% +472 13F-HR Timeline Drexel Morgan & Co. More: the full row for Drexel Morgan & Co. 6,747 $629K 0.1% 0 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 6,736 $628K +1,133 Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 6,736 $628K 0.05% +390 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6,723 $627K 0.05% +1,636 13F-HR Timeline Cerro Pacific Wealth Advisors LLC More: the full row for Cerro Pacific Wealth Advisors LLC 6,717 $626K 0.17% +2,569 13F-HR Timeline LYNCH & ASSOCIATES/IN More: the full row for LYNCH & ASSOCIATES/IN 6,713 $626K 0.12% 0 13F-HR Timeline Richmond Investment Services, LLC More: the full row for Richmond Investment Services, LLC 6,674 $622K 0.11% +202 13F-HR Timeline Weil Company, Inc. More: the full row for Weil Company, Inc. 6,673 $622K 0.14% 0 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 6,668 $621K 0.03% -1,035 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 6,625 $617K 0.1% -25 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 6,625 $617K 0.14% +5 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,619 $617K 0.43% -65 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 6,614 $616K 0.03% -619 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 6,613 $616K 0.16% 0 13F-HR Timeline Silver Oak Advisory Group, Inc. More: the full row for Silver Oak Advisory Group, Inc. 6,584 $613K 0.28% -420 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 6,576 $613K 0.41% +818 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 6,563 $612K 0.38% +193 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,913 $611K 0.03% -395 13F-HR Timeline Axis Wealth Partners, LLC More: the full row for Axis Wealth Partners, LLC 6,513 $607K 0.34% -126 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6,479 $604K 0.18% -544 13F-HR Timeline NOVARE CAPITAL MANAGEMENT LLC More: the full row for NOVARE CAPITAL MANAGEMENT LLC 6,474 $603K 0.05% +294 13F-HR Timeline M3 Advisory Group, LLC More: the full row for M3 Advisory Group, LLC 6,462 $602K 0.37% +91 13F-HR Timeline Alpha Advisors, LLC/VA More: the full row for Alpha Advisors, LLC/VA 6,462 $602K 0.46% +276 13F-HR Timeline Atlanta Consulting Group Advisors, LLC More: the full row for Atlanta Consulting Group Advisors, LLC 6,448 $601K 0.14% new 13F-HR Timeline Spartan Planning & Wealth Management More: the full row for Spartan Planning & Wealth Management 6,434 $600K 0.44% +403 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 6,431 $599K 0.01% +1,179 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6,425 $599K 0.07% -19 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 6,420 $598K 0.05% +702 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6,417 $598K 0.24% +188 13F-HR Timeline Sterneck Capital Management, LLC More: the full row for Sterneck Capital Management, LLC 6,415 $598K 0.27% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 6,400 $596K 0.15% 0 13F-HR Timeline Heartland Bank & Trust Co More: the full row for Heartland Bank & Trust Co 6,400 $596K 0.25% -53 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6,380 $595K 0.3% +5 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 6,359 $593K 0.04% +116 13F-HR Timeline Group MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 6,358 $593K 0.11% +1,502 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 6,352 $592K 0.06% -10 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 6,345 $591K 0.03% -1,634 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 6,330 $590K 0.36% 0 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 6,325 $589K 0.44% +16 13F-HR Timeline ALGERT GLOBAL LLC More: the full row for ALGERT GLOBAL LLC 6,324 $589K 0.01% +1,603 13F-HR/A Timeline SCHULHOFF & CO INC More: the full row for SCHULHOFF & CO INC 6,309 $588K 0.25% +2 13F-HR Timeline Beta Wealth Group, Inc. More: the full row for Beta Wealth Group, Inc. 6,303 $587K 0.24% +1 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 6,300 $587K 0.03% +674 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 6,293 $587K 0.2% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 6,282 $585K 0.11% -50 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 6,264 $584K 0.09% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 6,250 $582K 0.01% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 6,236 $581K 0.19% -62 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 6,235 $581K 0.17% +6 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 6,231 $581K 0.38% +283 13F-HR Timeline ASL Financial, LLC More: the full row for ASL Financial, LLC 6,219 $580K 0.46% 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 6,207 $579K 0.07% +15 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 6,201 $578K 0.03% -327 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 6,194 $577K 0.19% -62 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 6,193 $577K 0.17% +109 13F-HR Timeline Kelsey Financial, LLC More: the full row for Kelsey Financial, LLC 6,182 $576K 0.49% 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 6,176 $576K 0.12% 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 6,173 $575K 0.14% +2,811 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 6,171 $575K 0.06% +1,344 13F-HR/A Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 6,159 $574K 0.11% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 6,149 $573K 0.02% +420 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 6,144 $573K 0.06% +784 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 6,137 $572K 0.05% +15 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 6,118 $570K 0.04% -801 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 6,116 $570K 0.01% 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 6,120 $570K 0.24% -197 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 6,116 $570K 0.2% +14 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 6,100 $569K 0.04% 0 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 6,080 $567K 0.21% -260 13F-HR Timeline HOHIMER WEALTH MANAGEMENT, LLC More: the full row for HOHIMER WEALTH MANAGEMENT, LLC 6,078 $566K 0.08% +3 13F-HR Timeline Investment Research Partners LLC More: the full row for Investment Research Partners LLC 6,066 $565K 0.24% 0 13F-HR Timeline PFC CAPITAL GROUP, INC. More: the full row for PFC CAPITAL GROUP, INC. 6,071 $565K 0.23% +80 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,054 $564K 0.06% -156 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 6,050 $564K 0.55% 0 13F-HR Timeline STEINBERGANNA WEALTH MANAGEMENT More: the full row for STEINBERGANNA WEALTH MANAGEMENT 6,035 $562K 0.26% +465 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 6,030 $562K 0.08% -1,450 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,029 $562K 0.33% 0 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 6,028 $562K 0.15% +41 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 6,023 $561K 0.03% +919 13F-HR Timeline Gradient Capital Advisors, LLC More: the full row for Gradient Capital Advisors, LLC 6,016 $561K 0.14% +1,245 13F-HR Timeline Ategra Capital Management, LLC in group Ategra Capital Management, LLC More: the full row for Ategra Capital Management, LLC 6,000 $559K 0.32% new 13F-HR Timeline Group NWAM LLC More: the full row for NWAM LLC 6,295 $558K 0.03% -518 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 5,985 $558K 0.03% +550 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5,985 $558K 0.37% -40 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 5,980 $557K 0.04% +1,744 13F-HR Timeline Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 5,835 $555K 0.13% +107 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 5,947 $554K 0.28% -312 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 5,929 $553K 0.04% -148 13F-HR/A Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 5,928 $552K 0.06% new 13F-HR Timeline PIONEER TRUST BANK N A/OR More: the full row for PIONEER TRUST BANK N A/OR 5,900 $550K 0.13% 0 13F-HR Timeline G2 CAPITAL MANAGEMENT, LLC / OH More: the full row for G2 CAPITAL MANAGEMENT, LLC / OH 5,895 $549K 0.13% +33 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 5,893 $549K <0.01% +343 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 5,892 $549K 0.06% +1,020 13F-HR Timeline Group SEARLE & CO. More: the full row for SEARLE & CO. 5,887 $549K 0.14% 0 13F-HR Timeline BCS Wealth Management More: the full row for BCS Wealth Management 5,880 $548K 0.06% +3,333 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 5,879 $548K 0.02% +963 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 5,879 $548K 0.07% new 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 5,876 $548K 0.23% +783 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 5,869 $547K 0.12% 0 13F-HR Timeline Alaska Wealth Advisors, LLC in group Alaska Permanent Capital Mana… More: the full row for Alaska Wealth Advisors, LLC 5,861 $546K 0.07% -53 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 5,848 $545K 0.1% -610 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,837 $544K 0.1% -53 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 5,826 $543K 0.06% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,805 $541K 0.03% +3,106 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 5,803 $541K 0.08% +125 13F-HR Timeline DELTEC ASSET MANAGEMENT LLC More: the full row for DELTEC ASSET MANAGEMENT LLC 5,800 $541K 0.09% new 13F-HR Timeline XTX Topco Ltd in group XTX Topco Ltd More: the full row for XTX Topco Ltd 5,785 $539K 0.01% -41,199 13F-HR Timeline Group Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 5,783 $539K 0.41% 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 5,780 $539K 0.16% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 5,780 $539K 0.19% 0 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 5,765 $538K 0.35% new 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 5,766 $537K 0.17% -55 13F-HR Timeline Elevated Financial Group LLC More: the full row for Elevated Financial Group LLC 5,764 $537K 0.19% 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 5,757 $537K 0.37% -40 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 5,754 $536K 0.08% -71 13F-HR Timeline 111 Capital More: the full row for 111 Capital 5,751 $536K 0.12% new 13F-HR Timeline First Citizens Financial Corp More: the full row for First Citizens Financial Corp 5,744 $535K 0.26% -201 13F-HR Timeline