WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,200 $83.3K 0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 1,200 $83.3K 0.07% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,200 $82K 0.08% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,164 $81K <0.01% +2 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,154 $80.1K <0.01% +656 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,138 $79K 0.03% -158 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,108 $77K 0.01% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1,088 $76K <0.01% new 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,068 $74.2K <0.01% -139 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 1,055 $73.4K 0.02% +41 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1,000 $69.5K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 960 $66.7K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 953 $66.2K 0.03% +10 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 938 $65.1K 0.06% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 947 $65K 0.06% -1,244 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 899 $62.5K <0.01% -41 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 885 $62K 0.04% -312 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 866 $60.1K <0.01% 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 852 $58.8K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 832 $57.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 814 $56.5K 0.03% 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 787 $54.7K <0.01% +147 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 763 $53K 0.01% +196 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 765 $52.3K 0.03% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 736 $51.1K 0.01% -100 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 734 $51K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 717 $49.8K <0.01% -26 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. More: the full row for ENDEAVOR PRIVATE WEALTH, INC. 700 $48.7K 0.05% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 692 $48.1K 0.01% new 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 676 $46.9K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 648 $45K 0.02% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 634 $44K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 632 $43.9K 0.03% +56 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 654 $43.9K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 628 $43.6K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 600 $41.7K <0.01% +50 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 600 $41.7K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 552 $38.3K 0.01% +104 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 525 $36.5K 0.02% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 511 $35.5K <0.01% +15 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 502 $35K <0.01% -24 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 502 $34.9K <0.01% -1,614 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 497 $34.5K <0.01% +112 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 462 $32.1K 0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 460 $32K 0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 456 $31.7K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 441 $30.6K 0.01% +65 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 418 $29K 0.01% +366 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 412 $28.6K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 408 $28.3K 0.01% +10 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 408 $28K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 400 $27.8K 0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 396 $27.5K 0.02% 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 386 $26.8K 0.02% +296 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 380 $26.4K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 378 $26.2K 0.01% +1 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 377 $26.2K <0.01% +1 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 372 $25.9K 0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 366 $25.5K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 361 $25.1K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 358 $24.8K <0.01% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 344 $23.9K 0.02% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 331 $22.8K 0.01% 0 13F-HR/A Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 328 $22.8K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 320 $22.2K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 300 $20.8K 0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 300 $20.8K 0.01% 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 284 $19.7K <0.01% +210 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 268 $18.6K <0.01% -86 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 264 $18.4K 0.02% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 252 $17.5K 0.01% +41 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 248 $17.2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 255 $17K <0.01% +15 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 240 $16.7K 0.02% 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 237 $16.5K <0.01% +5 13F-HR Timeline Kapitalo Investimentos Ltda More: the full row for Kapitalo Investimentos Ltda 224 $15.6K 0.01% -3,391 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 216 $15K <0.01% -493 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 200 $13.9K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 200 $13.9K <0.01% -44 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 199 $13.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 191 $13.3K 0.01% +33 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 190 $13.2K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 190 $13.2K 0.03% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 176 $12.2K 0.01% 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 174 $12.1K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 172 $11.9K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 172 $11.9K <0.01% -32 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 172 $11.9K <0.01% 13F-HR Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 168 $11.7K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 166 $11.5K <0.01% +82 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 160 $11.1K 0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 150 $10.4K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 148 $10.3K 0.01% -29 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 148 $10.3K 0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 136 $9.88K 0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 140 $9.72K <0.01% +19 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 139 $9.65K <0.01% +11 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 138 $9.58K 0.01% 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 132 $9.19K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 132 $9.17K <0.01% -78 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 128 $8.89K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 120 $8.33K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 120 $8.33K <0.01% +66 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 118 $8.21K 0.01% -118 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 116 $8.06K <0.01% 0 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 116 $8.06K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 112 $7.78K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 111 $7.72K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 106 $7.36K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 104 $7.22K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 103 $7.15K <0.01% 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 103 $7.14K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 103 $7.12K <0.01% +1 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 102 $7.08K <0.01% -4 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 101 $7.01K 0.01% 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $6.96K <0.01% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 96 $6.67K <0.01% -338 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 92 $6.39K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 92 $6.39K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 84 $5.67K <0.01% +21 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 78 $5.42K <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 77 $5.35K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 73 $5.07K <0.01% +3 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 73 $5.07K <0.01% +15 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 72 $5K <0.01% 0 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 68 $4.72K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 64 $4.45K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 60 $4.17K <0.01% +10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 60 $4.17K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 60 $4.17K <0.01% new 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 66 $4K <0.01% -965 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 54 $3.75K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 52 $3.61K <0.01% -24 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 52 $3.61K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 50 $3.47K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 48 $3.33K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 48 $3.33K 0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 43 $2.99K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 42 $2.92K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 39 $2.71K <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 36 $2.52K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 36 $2.5K <0.01% -32 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 36 $2.5K 0.11% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 35 $2.43K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 34 $2.36K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 33 $2.29K <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 32 $2.22K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 32 $2.22K <0.01% 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 30 $2.08K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 26 $2K <0.01% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 28 $1.95K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 27 $1.88K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 26 $1.81K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 25 $1.74K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 24 $1.69K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 24 $1.67K <0.01% new 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 24 $1.67K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 22 $1.53K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 20 $1.39K <0.01% 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 20 $1.39K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 20 $1.39K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $1.39K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 19 $1.32K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 18 $1.25K <0.01% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 18 $1.25K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 18 $1.25K <0.01% 13F-HR/A Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 16 $1.11K <0.01% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 20 $1K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 12 $833 <0.01% 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 10 $695 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $694 <0.01% new 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8 $556 <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $498 0.05% -4,295 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $417 <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6 $417 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $278 <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 3 $208 <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -46 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.