Balboa Wealth Partners More: the full row for Balboa Wealth Partners 2,237 $459K 0.06% -33 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 2,232 $458K <0.01% -78 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,229 $457K 0.03% +444 13F-HR Timeline ZWJ INVESTMENT COUNSEL INC More: the full row for ZWJ INVESTMENT COUNSEL INC 2,229 $457K 0.01% +1,200 13F-HR Timeline Paragon Capital Management LLC More: the full row for Paragon Capital Management LLC 2,229 $457K 0.21% -26 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 2,219 $455K 0.09% +312 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,215 $454K 0.02% -1,056 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,209 $453K 0.07% -748 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,208 $453K 0.01% +72 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2,190 $449K 0.04% new 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 2,182 $447K <0.01% +444 13F-HR Timeline Azimuth Capital Investment Management L… More: the full row for Azimuth Capital Investment Management LLC 2,182 $447K 0.02% 0 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 2,177 $446K 0.1% -863 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,175 $446K 0.01% -21,858 13F-HR Timeline Group Haven Private, LLC More: the full row for Haven Private, LLC 2,173 $446K 0.17% -210 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,161 $443K 0.01% -459 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 2,150 $441K 0.43% +193 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 2,145 $440K 0.05% +1,200 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,138 $438K 0.02% new 13F-HR Timeline ZEGA Investments, LLC More: the full row for ZEGA Investments, LLC 2,133 $437K 0.07% 0 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 1,248 $437K 0.18% +186 13F-HR Timeline RAHLFS CAPITAL, LLC More: the full row for RAHLFS CAPITAL, LLC 2,127 $436K 0.32% +20 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,116 $434K 0.01% -541 13F-HR Timeline SAGE PRIVATE WEALTH GROUP, LLC More: the full row for SAGE PRIVATE WEALTH GROUP, LLC 2,113 $433K 0.19% +1,176 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 2,113 $433K 0.19% +178 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,110 $433K 0.08% new 13F-HR Timeline TMB Capital Partners, LLC More: the full row for TMB Capital Partners, LLC 2,110 $433K 0.13% new 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,105 $432K 0.31% +362 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 2,104 $431K 0.01% -121 13F-HR Timeline ECOFI INVESTISSEMENTS SA More: the full row for ECOFI INVESTISSEMENTS SA 2,100 $430K 1.54% 0 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 2,085 $427K 0.03% -9,992 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 2,085 $427K 0.08% +461 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 2,079 $426K 0.09% +23 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 2,075 $425K 0.03% 0 13F-HR Timeline TT Capital Management LLC More: the full row for TT Capital Management LLC 2,056 $422K 0.33% +205 13F-HR Timeline Empower Advisory Group, LLC in group Empower Annuity Insurance Co … More: the full row for Empower Advisory Group, LLC 2,055 $421K <0.01% +121 13F-HR Timeline Group Boltwood Capital Management More: the full row for Boltwood Capital Management 2,047 $420K 0.1% +233 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 2,042 $418K 0.04% -385 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,038 $418K 0.03% -1,157 13F-HR Timeline Group EASTERN BANK More: the full row for EASTERN BANK 2,032 $417K 0.01% -328 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 2,031 $416K 0.18% +20 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 2,029 $416K 0.03% -377 13F-HR Timeline DRIVE WEALTH MANAGEMENT, LLC More: the full row for DRIVE WEALTH MANAGEMENT, LLC 2,023 $415K 0.07% -777 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 2,023 $415K 0.16% -31 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 2,016 $413K 0.2% -2 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 2,010 $412K 0.02% +31 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,008 $412K 0.08% +2 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 2,003 $412K 0.36% -1 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 2,007 $411K 0.04% -271 13F-HR Timeline Mattern Wealth Management LLC More: the full row for Mattern Wealth Management LLC 2,000 $410K 0.07% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,997 $409K 0.11% -325 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,992 $408K 0.12% -186 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 1,990 $408K 0.01% -546 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 1,984 $407K 0.02% 0 13F-HR Timeline Group Martin Capital Advisors, LLP More: the full row for Martin Capital Advisors, LLP 1,980 $406K 0.21% -18 13F-HR Timeline Accretive Wealth Partners, LLC More: the full row for Accretive Wealth Partners, LLC 1,974 $405K 0.1% -269 13F-HR Timeline MAIRS & POWER INC More: the full row for MAIRS & POWER INC 1,969 $404K <0.01% -40 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 1,956 $401K 0.02% +626 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 1,953 $400K 0.05% -99 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 1,952 $400K 0.01% -600 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 1,948 $399K 0.34% -540 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,946 $399K 0.22% -265 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 1,942 $398K 0.02% +90 13F-HR Timeline CONNING INC. in group CONNING INC. More: the full row for CONNING INC. 1,941 $398K 0.01% -56 13F-HR Timeline Group OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,941 $398K <0.01% +302 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1,931 $396K 0.04% +1,129 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 1,927 $395K 0.04% -15,585 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,927 $395K 0.02% +525 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 1,922 $394K 0.03% +995 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 1,920 $394K 0.28% -5,928 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 1,908 $391K 0.07% +30 13F-HR Timeline Prescott Group Capital Management, L.L.… More: the full row for Prescott Group Capital Management, L.L.C. 1,900 $390K 0.03% 0 13F-HR Timeline Osprey Private Wealth LLC More: the full row for Osprey Private Wealth LLC 1,892 $388K 0.1% -765 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,873 $384K 0.13% +211 13F-HR Timeline DE BURLO GROUP INC More: the full row for DE BURLO GROUP INC 1,868 $383K 0.07% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,862 $382K 0.07% -117 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 1,857 $381K 0.01% +115 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,855 $380K 0.03% -729 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,852 $380K 0.16% -5,463 13F-HR/A Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 1,849 $379K 0.02% -452 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 1,847 $379K 0.06% +603 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,834 $376K 0.08% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,827 $375K 0.14% -260 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 1,822 $374K 0.26% +135 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 1,818 $373K 0.16% +217 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,817 $373K 0.02% 0 13F-HR Timeline EQUITABLE TRUST CO More: the full row for EQUITABLE TRUST CO 1,815 $372K 0.02% -375 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,815 $372K 0.11% 0 13F-HR Timeline CRUX WEALTH ADVISORS More: the full row for CRUX WEALTH ADVISORS 1,808 $371K 0.13% -91 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 1,803 $370K 0.06% +973 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,800 $369K 0.02% -20 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 1,800 $369K 0.25% 0 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 1,797 $368K 0.03% -68 13F-HR Timeline Capital Asset Advisory Services LLC More: the full row for Capital Asset Advisory Services LLC 1,784 $366K 0.01% +360 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 1,784 $366K 0.07% -48 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,780 $365K 0.01% -822 13F-HR Timeline Violich Capital Management, Inc. More: the full row for Violich Capital Management, Inc. 1,775 $364K 0.04% -2,201 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 1,769 $363K <0.01% -952 13F-HR Timeline SeaCrest Wealth Management, LLC More: the full row for SeaCrest Wealth Management, LLC 1,759 $361K 0.04% -162 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 1,759 $361K 0.08% +82 13F-HR Timeline BLB&B Advisors, LLC More: the full row for BLB&B Advisors, LLC 1,758 $360K 0.01% -641 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1,754 $360K 0.08% +54 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 1,752 $359K 0.09% +629 13F-HR Timeline Boit C F David More: the full row for Boit C F David 1,750 $359K 0.15% -1,200 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 1,748 $358K 0.25% +305 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,748 $358K 0.17% -113 13F-HR Timeline Granite Investment Partners, LLC More: the full row for Granite Investment Partners, LLC 1,743 $357K 0.02% -15,109 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 1,740 $357K 0.04% +537 13F-HR Timeline Ellsworth Advisors, LLC More: the full row for Ellsworth Advisors, LLC 1,582 $355K 0.06% new 13F-HR Timeline HBK Sorce Advisory LLC More: the full row for HBK Sorce Advisory LLC 1,367 $354K 0.01% -882 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 1,675 $353K <0.01% +288 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 1,719 $352K 0.23% -71 13F-HR Timeline KKM Financial LLC More: the full row for KKM Financial LLC 1,710 $351K 0.05% -43 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 1,696 $348K 0.26% -286 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,694 $347K 0.01% +5 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 1,693 $347K 0.1% new 13F-HR/A Timeline Valtrion Capital Management, LLC More: the full row for Valtrion Capital Management, LLC 1,690 $346K 0.26% +465 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 1,689 $346K 0.05% -182 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 1,681 $345K 0.11% -3 13F-HR Timeline SACKS & ASSOCIATES, LLC More: the full row for SACKS & ASSOCIATES, LLC 1,365 $342K 0.23% -1,250 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 1,667 $342K 0.01% -60 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 1,662 $341K 0.21% +90 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 1,657 $340K 0.02% -64 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 1,655 $339K 0.22% -10 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 1,650 $338K 0.29% +450 13F-HR Timeline Group Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 1,284 $338K 0.02% -260 13F-HR Timeline One Wealth Map LLC More: the full row for One Wealth Map LLC 1,283 $338K 0.16% +52 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,644 $337K 0.01% -597 13F-HR Timeline Group Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 1,616 $331K 0.02% -734 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,614 $331K 0.07% -1,877 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 1,612 $330K 0.03% -1,932 13F-HR Timeline Kuhn & Co Investment Counsel More: the full row for Kuhn & Co Investment Counsel 1,608 $330K 0.19% +8 13F-HR Timeline Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 1,602 $328K 0.02% -128 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 1,600 $328K 0.18% 0 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 1,599 $328K 0.05% +272 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,598 $328K 0.07% 0 13F-HR Timeline Group GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 1,597 $327K 0.02% -251 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 1,595 $327K 0.02% -32 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 1,594 $327K 0.08% -404 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 1,592 $326K 0.12% -40 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1,591 $326K 0.19% -148 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 1,463 $326K 0.01% new 13F-HR Timeline Group Mezzasalma Advisors, LLC More: the full row for Mezzasalma Advisors, LLC 1,588 $326K 0.07% -853 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 1,584 $325K 0.01% new 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 1,581 $324K 0.1% -64 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 1,581 $324K 0.01% +139 13F-HR Timeline Ceeto Capital Group, LLC More: the full row for Ceeto Capital Group, LLC 1,580 $324K 0.09% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,574 $323K 0.28% +357 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 1,572 $322K 0.01% -61 13F-HR Timeline Talbot Financial, LLC More: the full row for Talbot Financial, LLC 1,572 $322K 0.02% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,558 $319K 0.03% -863 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,556 $319K 0.05% +768 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 1,556 $319K 0.03% -142 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 1,555 $319K 0.02% -1,309 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 1,554 $319K <0.01% -23,259 13F-HR Timeline Group Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,551 $318K 0.1% -65 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 1,547 $317K <0.01% -1,224 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,543 $316K 0.01% -353 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,542 $316K 0.03% +143 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 1,541 $316K 0.02% +7 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 1,535 $315K 0.02% -54 13F-HR Timeline Cynosure Group, LLC More: the full row for Cynosure Group, LLC 1,526 $313K 0.05% new 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,521 $312K 0.17% +13 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,519 $311K 0.01% -253 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,516 $311K 0.01% -44 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 1,516 $311K 0.11% +133 13F-HR Timeline J. Stern & Co. LLP More: the full row for J. Stern & Co. LLP 1,514 $310K 0.03% 0 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 1,514 $310K 0.01% +194 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 1,514 $310K -263 Timeline DRH Investments, Inc. More: the full row for DRH Investments, Inc. 1,513 $310K 0.25% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,510 $310K 0.25% +35 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 1,506 $309K 0.02% new 13F-HR Timeline BTC Capital Management, Inc. in group BTC Capital Management, Inc. More: the full row for BTC Capital Management, Inc. 1,516 $308K 0.02% -23,330 13F-HR Timeline Group BANK OF HAWAII More: the full row for BANK OF HAWAII 1,500 $308K 0.02% +193 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 1,500 $308K 0.04% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,498 $307K 0.03% -644 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 1,263 $307K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,494 $306K 0.02% -1,271 13F-HR Timeline Platform Technology Partners More: the full row for Platform Technology Partners 1,472 $302K 0.05% +295 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 1,469 $301K 0.01% -191 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,446 $296K 0.07% -66 13F-HR Timeline United Bank More: the full row for United Bank 1,441 $295K 0.09% -2,217 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 1,432 $294K 0.08% new 13F-HR Timeline Clearwave Capital, LLC More: the full row for Clearwave Capital, LLC 1,431 $293K 0.16% +277 13F-HR Timeline Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 1,431 $293K 0.2% +30 13F-HR Timeline Machina Capital S.A.S. More: the full row for Machina Capital S.A.S. 1,427 $293K 0.05% new 13F-HR Timeline Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 1,424 $292K 0.02% -782 13F-HR Timeline EAGLE GLOBAL ADVISORS LLC More: the full row for EAGLE GLOBAL ADVISORS LLC 1,419 $291K 0.01% -804 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 1,412 $289K 0.04% 0 13F-HR/A Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 1,411 $289K 0.01% -234 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 1,409 $289K 0.04% +474 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,407 $288K 0.01% +27 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 1,407 $288K 0.05% -32 13F-HR Timeline Fee-Only Financial Planning, L.C. More: the full row for Fee-Only Financial Planning, L.C. 1,405 $288K 0.15% 0 13F-HR Timeline Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,404 $288K 0.12% -2,701 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 1,402 $287K 0.06% -39 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 1,400 $287K 0.1% new 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 1,396 $286K 0.03% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,390 $285K 0.01% new 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 1,388 $285K <0.01% +385 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them.