First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 3,210 $231K 0.11% 0 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 3,205 $230K 0.1% +1 13F-HR Timeline DGS Capital Management, LLC in group DGS Capital Management, LLC More: the full row for DGS Capital Management, LLC 3,200 $230K 0.04% +397 13F-HR Timeline Group S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 3,190 $229K 0.21% +620 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,187 $229K 0.09% -78 13F-HR Timeline HOLDERNESS INVESTMENTS CO More: the full row for HOLDERNESS INVESTMENTS CO 3,169 $228K 0.05% 0 13F-HR Timeline Sound View Wealth Advisors Group, LLC More: the full row for Sound View Wealth Advisors Group, LLC 3,165 $227K 0.02% -87 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 3,164 $227K 0.01% +216 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 3,154 $227K 0.03% 0 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 3,150 $226K 0.05% -4 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,140 $226K 0.02% +55 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 5,958 $225K 0.04% +562 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,125 $224K 0.1% -76 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 3,120 $224K 0.03% -75 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 3,106 $223K 0.04% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 3,101 $223K 0.01% new 13F-HR Timeline Somerset Trust Co More: the full row for Somerset Trust Co 3,100 $223K 0.07% -1,695 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 3,099 $223K 0.01% -190 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,095 $222K 0.21% -125 13F-HR Timeline SENTINEL TRUST CO LBA More: the full row for SENTINEL TRUST CO LBA 3,095 $222K 0.02% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 3,086 $222K 0.01% -1 13F-HR Timeline Legacy Financial Advisors, Inc. More: the full row for Legacy Financial Advisors, Inc. 3,082 $221K 0.03% -290 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,081 $221K 0.07% +149 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 3,075 $221K 0.02% -179 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 3,064 $220K 0.01% -264 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 3,062 $220K 0.08% 0 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 3,061 $220K 0.02% -200 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,056 $219K 0.01% -172 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,039 $218K 0.05% 0 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,036 $218K <0.01% new 13F-HR Timeline LORD, ABBETT & CO. LLC More: the full row for LORD, ABBETT & CO. LLC 3,029 $218K <0.01% +17 13F-HR Timeline DIVERSIFIED TRUST CO More: the full row for DIVERSIFIED TRUST CO 3,031 $218K <0.01% -1,845 13F-HR Timeline SmartHarvest Portfolios, LLC More: the full row for SmartHarvest Portfolios, LLC 3,026 $217K 0.09% -359 13F-HR Timeline Hemenway Trust Co LLC More: the full row for Hemenway Trust Co LLC 3,013 $216K 0.02% -40 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 3,010 $216K 0.06% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,000 $215K 0.02% +2,042 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 3,000 $215K 0.09% new 13F-HR/A Timeline American National Bank of Texas More: the full row for American National Bank of Texas 3,000 $215K 0.21% 0 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 3,000 $215K 0.01% -1,391 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 2,979 $214K 0.01% +294 13F-HR Timeline Lighthouse Financial LLC More: the full row for Lighthouse Financial LLC 2,979 $214K 0.13% 0 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,977 $214K 0.04% new 13F-HR Timeline UP STRATEGIC WEALTH INVESTMENT ADVISORS… More: the full row for UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC 2,438 $213K 0.13% new 13F-HR Timeline Gryphon Financial Partners LLC More: the full row for Gryphon Financial Partners LLC 2,965 $213K 0.02% new 13F-HR Timeline BEESE FULMER INVESTMENT MANAGEMENT, INC. More: the full row for BEESE FULMER INVESTMENT MANAGEMENT, INC. 2,961 $213K 0.01% -817 13F-HR Timeline Fiduciary Group, LLC More: the full row for Fiduciary Group, LLC 2,961 $213K 0.02% +299 13F-HR Timeline WINCAP FINANCIAL LLC More: the full row for WINCAP FINANCIAL LLC 2,961 $213K 0.14% +289 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 2,676 $212K 0.03% -84 13F-HR Timeline Tranquilli Financial Advisor LLC More: the full row for Tranquilli Financial Advisor LLC 2,946 $212K 0.12% +83 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,945 $212K 0.15% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 2,938 $211K 0.01% new 13F-HR Timeline Group Wealth Architects, LLC More: the full row for Wealth Architects, LLC 2,932 $211K 0.02% +19 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 2,932 $211K 0.04% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,917 $210K 0.04% new 13F-HR Timeline FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP 2,909 $209K 0.01% 0 13F-HR Timeline TRAPHAGEN INVESTMENT ADVISORS LLC More: the full row for TRAPHAGEN INVESTMENT ADVISORS LLC 2,901 $208K 0.02% +1 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 2,900 $208K 0.02% 0 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 2,877 $207K 0.03% -12 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,871 $206K 0.13% -208 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 2,867 $206K 0.04% -104 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 2,859 $205K 0.01% -575 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 2,852 $205K 0.04% +34 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 2,847 $204K 0.01% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 2,843 $204K 0.02% -58 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 2,842 $204K 0.02% -61 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 2,840 $204K 0.1% 0 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 2,836 $204K 0.02% new 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,836 $204K <0.01% new 13F-HR/A Timeline W ADVISORS, LLC More: the full row for W ADVISORS, LLC 2,811 $202K 0.1% +103 13F-HR Timeline Bayesian Capital Management, LP More: the full row for Bayesian Capital Management, LP 2,801 $201K 0.25% -4,447 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 2,797 $201K 0.04% new 13F-HR Timeline Shulman DeMeo Asset Management LLC More: the full row for Shulman DeMeo Asset Management LLC 2,794 $201K 0.04% +13 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 2,791 $200K 0.01% -327 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 2,777 $199K 0.02% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 2,764 $199K 0.08% -264 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 2,729 $198K 0.01% -151 13F-HR Timeline TIEMANN INVESTMENT ADVISORS, LLC More: the full row for TIEMANN INVESTMENT ADVISORS, LLC 2,749 $198K 0.08% -100 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 2,741 $197K 0.01% -592 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,730 $196K 0.13% +47 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 2,720 $195K <0.01% +1,856 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,627 $190K 0.1% +20 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 2,650 $190K 0.08% -524 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2,566 $184K 0.06% +4 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,283 $184K 0.1% +500 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 2,556 $184K 0.13% -700 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 2,555 $182K 0.01% +65 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 2,490 $179K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,460 $177K 0.02% +1,566 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,323 $167K 0.03% +1,824 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 2,322 $167K 0.01% +199 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,313 $166K 0.07% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,307 $166K 0.08% +220 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 2,246 $161K 0.02% -130 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2,230 $160K 0.02% +98 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 2,226 $160K 0.06% 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,145 $158K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,180 $157K 0.01% -13,152 13F-HR Timeline Group ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,171 $156K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,162 $155K 0.01% -107 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,044 $147K 0.06% -158 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,006 $144K 0.02% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,000 $144K 0.03% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 2,000 $144K 0.06% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,969 $141K 0.02% -91 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,960 $141K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,929 $139K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,893 $136K 0.01% +123 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,884 $135K 0.01% -69 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1,861 $134K 0.04% -11,086 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 1,831 $132K 0.1% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,828 $131K 0.01% +106 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,835 $131K 0.04% +306 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,800 $129K <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,784 $128K 0.04% +16 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 1,775 $127K 0.05% -143 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,763 $127K <0.01% -192 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,207 $125K 0.04% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,707 $123K 0.04% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 1,643 $118K 0.03% -337 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,634 $117K 0.03% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,624 $117K <0.01% -200 13F-HR Timeline Group AlphaCentric Advisors LLC More: the full row for AlphaCentric Advisors LLC 1,615 $116K 0.12% +65 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 1,566 $112K 0.04% -100 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,563 $112K 0.01% +261 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,527 $110K 0.02% +1,443 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 1,513 $109K 0.04% 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 1,507 $108K 0.06% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,503 $108K 0.03% +285 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,497 $108K 0.07% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,483 $106K 0.01% -36 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 1,465 $105K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,452 $104K 0.06% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 1,440 $103K 0.01% new 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,440 $103K 0.03% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,427 $102K 0.03% -2,328 13F-HR Timeline MOTCO More: the full row for MOTCO 1,406 $101K 0.01% +58 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,397 $100K 0.01% -320 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 1,385 $99.5K 0.1% +2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,363 $97.9K 0.04% -521 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,360 $97.7K 0.01% -157 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,348 $96.8K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,341 $96.3K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,338 $96.1K 0.05% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,315 $94.4K 0.04% -9 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 905 $93.6K 0.06% +322 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 1,254 $90.1K 0.02% new 13F-HR/A Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,229 $88.3K 0.06% -91 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,202 $86.3K 0.05% +35 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,172 $84.2K 0.04% -335 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 1,169 $84K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1,165 $83.7K 0.02% +129 13F-HR Timeline CNB Bank More: the full row for CNB Bank 1,146 $82.3K 0.03% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,141 $81.9K 0.01% +808 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 1,140 $81.9K 0.02% 0 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 1,136 $81.6K 0.01% +607 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,117 $80.2K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,057 $75.9K 0.06% -120 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,056 $75.8K 0.08% +68 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 947 $75.1K <0.01% -7,753 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,028 $74K <0.01% -27 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,024 $73.5K <0.01% +151 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,022 $73.4K 0.04% +5 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 1,009 $72.5K 0.04% -17,877 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $71.8K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 997 $71K 0.02% -94 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 975 $70K 0.02% new 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 963 $69.2K <0.01% +208 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 960 $68.9K 0.02% +108 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 952 $68.4K 0.01% +1 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 938 $67.4K 0.02% +827 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 938 $67K 0.02% -54 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 936 $67K <0.01% -43 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 928 $66.6K 0.04% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 800 $66.6K 0.04% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 908 $65K 0.05% -82 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 905 $65K 0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 899 $64.5K 0.01% +328 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 897 $64.4K 0.01% -21 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 885 $63.5K 0.02% +5 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 884 $63.5K 0.02% +344 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 878 $63.1K 0.01% +44 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 878 $63.1K 0.01% -8 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 873 $62.7K <0.01% +592 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 832 $59.7K 0.04% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 825 $59.3K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 820 $59K 0.01% +1 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 807 $58K 0.05% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 804 $57.7K 0.01% new 13F-HR Timeline BAYBAN More: the full row for BAYBAN 801 $57.5K 0.05% -10 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 800 $57.5K 0.03% -192 13F-HR Timeline Group Birch Capital Management, LLC More: the full row for Birch Capital Management, LLC 789 $56.7K 0.03% -2,199 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 772 $55.4K <0.01% +200 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 768 $55.2K 0.01% +1 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 734 $52.7K 0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 716 $51.9K 0.04% +353 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 717 $51.5K 0.01% -1 13F-HR Timeline Trust Co More: the full row for Trust Co 716 $51.4K <0.01% -4 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 711 $51.1K <0.01% +20 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 708 $50.9K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 703 $50.5K 0.04% +9 13F-HR Timeline