Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 1,275 $265K 0.03% +202 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,274 $265K 0.14% +12 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 1,271 $265K 0.01% -7 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 1,270 $264K 0.13% +119 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 1,263 $263K 0.01% +1 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 1,265 $263K 0.05% 0 13F-HR Timeline Clark Capital Management Group, Inc. More: the full row for Clark Capital Management Group, Inc. 1,258 $262K <0.01% +65 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 1,253 $261K 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 1,249 $260K 0.01% -25 13F-HR Timeline First Fiduciary Investment Counsel, Inc. More: the full row for First Fiduciary Investment Counsel, Inc. 1,250 $260K 0.05% -434 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 1,249 $260K 0.04% 0 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 1,245 $259K 0.05% 0 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 1,239 $259K 0.06% -29 13F-HR Timeline SGL Investment Advisors, Inc. More: the full row for SGL Investment Advisors, Inc. 1,203 $259K 0.1% -53 13F-HR Timeline SAYBROOK CAPITAL /NC More: the full row for SAYBROOK CAPITAL /NC 1,237 $257K 0.06% -250 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 1,248 $257K 0.03% -289 13F-HR Timeline Haverford Trust Co More: the full row for Haverford Trust Co 1,231 $256K <0.01% -2,183 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 1,200 $256K <0.01% -3,273 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 1,218 $255K 0.05% +1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 1,224 $255K 0.01% 0 13F-HR Timeline Group PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 1,223 $255K 0.04% +68 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 1,223 $255K <0.01% 0 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 1,221 $254K 0.02% +57 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 1,218 $254K 0.02% -1,437 13F-HR Timeline Destination Wealth Management More: the full row for Destination Wealth Management 1,214 $253K 0.01% +10 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,212 $252K 0.02% +159 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 1,208 $251K 0.2% -5 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,207 $251K 0.04% new 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 1,204 $251K 0.05% -46 13F-HR Timeline WP Advisors, LLC More: the full row for WP Advisors, LLC 1,202 $250K 0.06% -109 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 1,200 $250K 0.02% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,200 $250K 0.01% 0 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. 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Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 1,026 $214K 0.07% -66 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 1,020 $212K 0.02% +81 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 1,015 $212K 0.06% +6 13F-HR Timeline AAFMAA Wealth Management & Trust LLC More: the full row for AAFMAA Wealth Management & Trust LLC 1,015 $211K 0.08% new 13F-HR Timeline SILVIA MCCOLL WEALTH MANAGEMENT, LLC More: the full row for SILVIA MCCOLL WEALTH MANAGEMENT, LLC 1,015 $211K 0.14% 0 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,009 $210K 0.03% -305 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 1,008 $210K 0.01% -9 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 1,005 $209K 0.01% +35 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,005 $209K 0.03% +189 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 1,005 $209K 0.11% -107 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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More: the full row for HANTZ FINANCIAL SERVICES, INC. 762 $159K <0.01% +182 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 761 $158K 0.01% +151 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 754 $157K 0.09% +38 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 725 $151K 0.06% new 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 725 $151K 0.11% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 698 $145K 0.01% +48 13F-HR Timeline Strategic Wealth Partners, Ltd. 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