Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 10,656 $1.33M 0.21% +576 13F-HR Timeline HALL LAURIE J TRUSTEE More: the full row for HALL LAURIE J TRUSTEE 10,668 $1.33M 0.47% -40 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 10,729 $1.32M 0.44% +607 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. 10,657 $1.32M 0.11% -645 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 10,656 $1.32M 0.15% +217 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 10,653 $1.32M 0.19% +588 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 10,650 $1.32M 1.14% -1,116 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 10,638 $1.32M 0.3% +1,384 13F-HR Timeline Matisse Capital More: the full row for Matisse Capital 10,628 $1.32M 0.57% -14 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 10,595 $1.32M 0.52% -502 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 10,589 $1.32M 0.1% -71 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,577 $1.31M 0.95% new 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 10,577 $1.31M 0.39% -73 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 10,568 $1.31M 0.19% +3,822 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 10,566 $1.31M 0.1% +583 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 10,567 $1.31M 1.13% -4,873 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,521 $1.31M 0.6% 0 13F-HR Timeline IRON Financial LLC More: the full row for IRON Financial LLC 10,515 $1.31M 0.57% +6,381 13F-HR Timeline Elevation Advisory Partners LLC More: the full row for Elevation Advisory Partners LLC 11,171 $1.31M 1.22% 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 10,502 $1.31M 0.02% +1,112 13F-HR Timeline Group Wealthquest Corp More: the full row for Wealthquest Corp 10,496 $1.3M 0.09% +160 13F-HR/A Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 10,477 $1.3M 0.33% +973 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 10,429 $1.3M 0.35% +7,486 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 10,440 $1.3M 0.51% -359 13F-HR Timeline CAPITAL COUNSEL LLC/NY More: the full row for CAPITAL COUNSEL LLC/NY 10,440 $1.3M 0.06% 0 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 10,438 $1.3M 0.58% -2,927 13F-HR Timeline LAUREL OAK WEALTH MANAGEMENT, LLC More: the full row for LAUREL OAK WEALTH MANAGEMENT, LLC 10,434 $1.3M 0.22% +503 13F-HR Timeline Peregrine Asset Advisers, Inc. More: the full row for Peregrine Asset Advisers, Inc. 10,429 $1.3M 0.35% -36,234 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 10,422 $1.3M 1.03% +852 13F-HR Timeline Semus Wealth Partners LLC More: the full row for Semus Wealth Partners LLC 10,419 $1.29M 0.72% -80 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 10,400 $1.29M 0.64% -750 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 10,387 $1.29M 0.17% -126 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 10,385 $1.29M 0.15% +560 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,379 $1.29M 0.78% +4 13F-HR Timeline Mirabaud & Cie SA More: the full row for Mirabaud & Cie SA 10,379 $1.29M 0.53% +300 13F-HR Timeline Atlas Legacy Advisors, LLC More: the full row for Atlas Legacy Advisors, LLC 10,364 $1.29M 0.24% -2,024 13F-HR Timeline MOSELEY INVESTMENT MANAGEMENT INC More: the full row for MOSELEY INVESTMENT MANAGEMENT INC 10,358 $1.29M 0.41% +248 13F-HR Timeline Emprise Bank More: the full row for Emprise Bank 10,324 $1.28M 0.52% -916 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 10,322 $1.28M 0.1% -37 13F-HR Timeline Keyes, Stange & Wooten Wealth Managemen… More: the full row for Keyes, Stange & Wooten Wealth Management, LLC 10,320 $1.28M 0.57% -315 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 10,285 $1.28M 0.32% -49 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 10,241 $1.27M 0.17% +157 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 10,222 $1.27M 0.78% -292 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 10,216 $1.27M 0.22% +2,568 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 10,214 $1.27M 0.07% +850 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 10,198 $1.27M 0.56% +2,505 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 10,191 $1.27M 0.26% +119 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 10,164 $1.27M 0.3% +807 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,190 $1.27M 0.28% -45 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 10,169 $1.26M 0.44% +2,063 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 10,168 $1.26M 0.05% +69 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,163 $1.26M 0.13% -974 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 10,117 $1.26M 0.22% +2,204 13F-HR Timeline Symmetry Investments LP in group Symmetry Investments LP More: the full row for Symmetry Investments LP 10,104 $1.26M 0.3% new 13F-HR Timeline Group Pflug Koory, LLC More: the full row for Pflug Koory, LLC 10,101 $1.26M 0.58% 0 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,096 $1.25M 0.16% +99 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10,090 $1.25M 0.15% -611 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 9,483 $1.25M 0.3% 0 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 10,071 $1.25M 0.3% -117,460 13F-HR Timeline Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 10,046 $1.25M 0.18% +3,270 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 10,069 $1.25M 0.09% +1,171 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 10,033 $1.25M 0.19% +1 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 10,060 $1.25M 0.19% +248 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 10,057 $1.25M 0.99% +33 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 10,052 $1.25M +5,416 Timeline MITCHELL SINKLER & STARR/PA More: the full row for MITCHELL SINKLER & STARR/PA 10,017 $1.24M 0.57% -440 13F-HR Timeline Stonehage Fleming Financial Services Ho… in group Stonehage Fleming Financial S… More: the full row for Stonehage Fleming Financial Services Holdings Ltd 10,009 $1.24M 0.05% 0 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 10,006 $1.24M 0.14% -6 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 10,006 $1.24M 0.35% -18 13F-HR Timeline PATRICK M SWEENEY & ASSOCIATES, INC More: the full row for PATRICK M SWEENEY & ASSOCIATES, INC 10,001 $1.24M 0.8% -519 13F-HR Timeline ALTA CAPITAL MANAGEMENT LLC/ More: the full row for ALTA CAPITAL MANAGEMENT LLC/ 10,000 $1.24M 0.1% 0 13F-HR Timeline DKRT Investments Corp. More: the full row for DKRT Investments Corp. 10,000 $1.24M 0.31% 0 13F-HR Timeline Mengis Capital Management, Inc. More: the full row for Mengis Capital Management, Inc. 9,979 $1.24M 0.21% -13 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 9,958 $1.24M 0.73% +1,219 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 9,940 $1.24M 0.59% -50 13F-HR Timeline Red Mountain Financial, LLC More: the full row for Red Mountain Financial, LLC 9,939 $1.24M 1.16% -2,842 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 9,927 $1.23M 0.16% +151 13F-HR Timeline PRIMORIS WEALTH ADVISORS, LLC More: the full row for PRIMORIS WEALTH ADVISORS, LLC 9,924 $1.23M 0.86% -87 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 9,917 $1.23M 1.2% +30 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 9,912 $1.23M 0.45% -77 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 9,909 $1.23M 0.18% +4,914 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 9,904 $1.23M 0.53% +771 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 9,876 $1.23M 0.4% -20 13F-HR Timeline MAINSAIL ASSET MANAGEMENT, LLC More: the full row for MAINSAIL ASSET MANAGEMENT, LLC 9,853 $1.22M 0.55% +5,338 13F-HR Timeline GenTrust, LLC More: the full row for GenTrust, LLC 9,830 $1.22M 0.05% -9,619 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 9,810 $1.22M 0.09% +1,452 13F-HR Timeline Quantum Financial Advisors, LLC More: the full row for Quantum Financial Advisors, LLC 9,799 $1.22M 0.14% -1 13F-HR Timeline Aull & Monroe Investment Management Corp More: the full row for Aull & Monroe Investment Management Corp 9,789 $1.22M 0.57% +5 13F-HR Timeline GARDNER RUSSO & QUINN LLC More: the full row for GARDNER RUSSO & QUINN LLC 9,740 $1.21M 0.01% -425 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 9,836 $1.21M 0.34% +3,005 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 9,733 $1.21M 0.18% +5,208 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 9,721 $1.21M 0.13% -196 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 9,715 $1.21M 0.11% +62 13F-HR Timeline Paladin Wealth, LLC More: the full row for Paladin Wealth, LLC 9,710 $1.21M 0.83% -1,129 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 9,733 $1.21M 0.38% +399 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 9,695 $1.2M 0.23% -2,503 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 9,694 $1.2M 0.16% -190 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,692 $1.2M 0.67% -1,165 13F-HR Timeline Capstone Wealth Management Group LLC in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group LLC 9,685 $1.2M 0.74% -82 13F-HR Timeline Group ASHFORD CAPITAL MANAGEMENT INC More: the full row for ASHFORD CAPITAL MANAGEMENT INC 9,681 $1.2M 0.15% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 9,675 $1.2M 0.01% +6,639 13F-HR Timeline Group BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 9,674 $1.2M 0.41% +295 13F-HR Timeline Hardworking Capital Advisors, LLC More: the full row for Hardworking Capital Advisors, LLC 9,653 $1.2M 1.12% -1,438 13F-HR Timeline Kingsbury Capital Investment Advisors L… More: the full row for Kingsbury Capital Investment Advisors LLC 9,649 $1.2M 1.13% 13F-HR Timeline InvesTrust More: the full row for InvesTrust 9,647 $1.2M 0.5% -175 13F-HR Timeline Shepherd Street Advisors LLC More: the full row for Shepherd Street Advisors LLC 9,629 $1.2M 1.18% +247 13F-HR Timeline Mosaic Advisors LLC More: the full row for Mosaic Advisors LLC 9,210 $1.2M 1.8% 0 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 9,624 $1.2M 0.92% -355 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 9,603 $1.19M 0.35% +211 13F-HR Timeline COERENTE CAPITAL MANAGEMENT More: the full row for COERENTE CAPITAL MANAGEMENT 9,600 $1.19M 0.22% 0 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 9,600 $1.19M 0.36% +428 13F-HR Timeline WILLIAM JOHN SEMPOLINSKI More: the full row for WILLIAM JOHN SEMPOLINSKI 9,591 $1.19M 0.6% +555 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 9,588 $1.19M 0.23% +320 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 9,584 $1.19M 0.23% +410 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 9,580 $1.19M 0.41% +281 13F-HR Timeline LODESTAR PRIVATE ASSET MANAGEMENT LLC More: the full row for LODESTAR PRIVATE ASSET MANAGEMENT LLC 9,577 $1.19M 0.12% +87 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 9,567 $1.19M 0.7% +2,411 13F-HR Timeline S.E.E.D. Planning Group LLC More: the full row for S.E.E.D. Planning Group LLC 9,537 $1.19M 0.34% +300 13F-HR Timeline AssuredPartners Investment Advisors, LLC More: the full row for AssuredPartners Investment Advisors, LLC 9,346 $1.19M 0.13% +8 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 9,528 $1.18M 0.4% +13 13F-HR Timeline Cushing Capital Partners, LLC More: the full row for Cushing Capital Partners, LLC 9,507 $1.18M 0.91% -2,099 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 9,526 $1.18M 0.43% +9 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 9,515 $1.18M 0.12% +34 13F-HR Timeline Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 9,513 $1.18M 0.36% +566 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 9,510 $1.18M 0.52% -14,108 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 9,499 $1.18M 0.19% +319 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 9,494 $1.18M 0.08% -31,842 13F-HR Timeline JMN Financial LLC More: the full row for JMN Financial LLC 9,446 $1.18M 1.16% +1,425 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 9,463 $1.18M 0.38% -35,231 13F-HR/A Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,458 $1.18M 0.04% -149 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 9,444 $1.17M 0.13% -18 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 9,442 $1.17M 0.39% -199 13F-HR Timeline South Shore Capital Advisors More: the full row for South Shore Capital Advisors 9,441 $1.17M 0.86% +206 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 9,432 $1.17M 0.07% -5,374 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 9,413 $1.17M 0.28% -234 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 9,401 $1.17M 0.36% -1,120 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 9,398 $1.17M 0.69% +144 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 9,396 $1.17M 0.13% -650 13F-HR Timeline Arnhold LLC More: the full row for Arnhold LLC 9,395 $1.17M 0.09% -2,305 13F-HR Timeline Pacific Wealth Strategies Group, Inc. More: the full row for Pacific Wealth Strategies Group, Inc. 9,387 $1.17M 0.73% +2,127 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 9,385 $1.17M 0.07% -79 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 9,372 $1.16M 0.05% 0 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 9,366 $1.16M 0.26% +5,269 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 9,348 $1.16M 0.4% -5,210 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 9,313 $1.16M 0.4% +104 13F-HR Timeline POTENTIA WEALTH More: the full row for POTENTIA WEALTH 9,316 $1.16M 0.45% +5,417 13F-HR Timeline Virtue Capital Management, LLC More: the full row for Virtue Capital Management, LLC 9,371 $1.16M 0.18% +965 13F-HR Timeline Bauman Advisory Group, LLC More: the full row for Bauman Advisory Group, LLC 9,281 $1.15M 0.81% -958 13F-HR Timeline Triasima Portfolio Management inc. More: the full row for Triasima Portfolio Management inc. 9,275 $1.15M 0.17% 0 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 9,271 $1.15M 0.47% -173 13F-HR Timeline MBE Wealth Management, LLC More: the full row for MBE Wealth Management, LLC 9,269 $1.15M 0.48% -80 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 9,249 $1.15M 0.41% +2,498 13F-HR Timeline RENAISSANCE TECHNOLOGIES LLC More: the full row for RENAISSANCE TECHNOLOGIES LLC 9,223 $1.15M <0.01% -300,037 13F-HR Timeline Kennondale Capital Management LLC More: the full row for Kennondale Capital Management LLC 9,188 $1.14M 0.82% 0 13F-HR Timeline Corps Capital Advisors, LLC More: the full row for Corps Capital Advisors, LLC 9,184 $1.14M 0.99% +814 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 9,173 $1.14M 0.23% -90 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 9,155 $1.14M 0.52% +27 13F-HR Timeline Curtis Advisory Group, LLC More: the full row for Curtis Advisory Group, LLC 9,135 $1.14M 0.24% +1,400 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 9,116 $1.13M 0.38% +480 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 10,169 $1.13M 0.2% 0 13F-HR Timeline FOCUSED ALPHA, LLC More: the full row for FOCUSED ALPHA, LLC 9,114 $1.13M 0.35% -50 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 9,111 $1.13M <0.01% +910 13F-HR Timeline Vivid Wealth Management, LLC More: the full row for Vivid Wealth Management, LLC 9,102 $1.13M 0.46% -150 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 9,101 $1.13M 1.04% +129 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 9,098 $1.13M 0.35% -47,928 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 9,097 $1.13M 0.91% +1,129 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 9,097 $1.13M 0.2% 0 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 9,095 $1.13M 0.14% +484 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 9,063 $1.13M 0.37% -487 13F-HR Timeline QP WEALTH MANAGEMENT, LLC More: the full row for QP WEALTH MANAGEMENT, LLC 9,079 $1.13M 1.93% -8,356 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 9,060 $1.13M 0.24% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 9,051 $1.12M 0.16% +316 13F-HR Timeline AXQ CAPITAL, LP More: the full row for AXQ CAPITAL, LP 9,050 $1.12M 0.14% +4,403 13F-HR Timeline Avail Investment Partners, LLC More: the full row for Avail Investment Partners, LLC 9,044 $1.12M 1.2% 13F-HR Timeline Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 9,042 $1.12M 0.15% -1,125 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 9,036 $1.12M 0.25% -122 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 9,033 $1.12M 1% +869 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 9,007 $1.12M 0.37% -604 13F-HR Timeline Well Done, LLC More: the full row for Well Done, LLC 9,003 $1.12M 0.16% -987 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 9,002 $1.12M 0.15% +9 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 8,986 $1.12M 0.15% +3,899 13F-HR Timeline TFR Capital, LLC. More: the full row for TFR Capital, LLC. 8,972 $1.12M 0.34% +1,027 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 8,965 $1.11M 0.1% -569 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,960 $1.11M 0.55% +360 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 8,958 $1.11M 0.44% -207 13F-HR Timeline SOUTHERN CAPITAL ADVISORS, LLC More: the full row for SOUTHERN CAPITAL ADVISORS, LLC 8,943 $1.11M 0.52% +54 13F-HR Timeline LEGACY FINANCIAL INDEPENDENT ADVISORS L… More: the full row for LEGACY FINANCIAL INDEPENDENT ADVISORS LLC 8,937 $1.11M 0.58% 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 8,924 $1.11M 0.6% -123 13F-HR Timeline Northwest & Ethical Investments L.P. 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