Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 391,195 $38M 19.56% +9,894 13F-HR Timeline CX Institutional More: the full row for CX Institutional 111,877 $10.9M 0.29% +6,007 13F-HR Timeline Graves Light Lenhart Wealth, Inc. More: the full row for Graves Light Lenhart Wealth, Inc. 58,944 $5.73M 0.54% -3,765 13F-HR Timeline Dickmeyer Boyce Financial Management, I… More: the full row for Dickmeyer Boyce Financial Management, Inc. 36,183 $3.52M 1.8% +1,820 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 29,009 $2.82M 0.08% +1,361 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 20,356 $1.98M 0.22% +88 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 19,616 $1.94M 0.05% 0 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 16,544 $1.61M 0.03% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 15,740 $1.53M 0.01% -7,612 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 11,111 $1.08M 0.71% +1,111 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 8,694 $845K 0.29% +102 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 8,493 $826K 0.09% -34 13F-HR Timeline BENEDICT FINANCIAL ADVISORS INC More: the full row for BENEDICT FINANCIAL ADVISORS INC 7,188 $699K 0.14% +2 13F-HR Timeline Post Resch Tallon Group Inc. More: the full row for Post Resch Tallon Group Inc. 7,085 $689K 0.47% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 6,608 $642K 0.05% 0 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 6,452 $627K 0.02% +1,585 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 3,980 $387K 0.01% 0 13F-HR Timeline Weaver Consulting Group More: the full row for Weaver Consulting Group 2,474 $240K 0.05% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 2,190 $213K 0.04% 0 13F-HR Timeline LifeGoal Investments, LLC More: the full row for LifeGoal Investments, LLC 2,104 $205K 0.06% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,549 $151K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,544 $150K 0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 1,167 $113K 0.05% -200 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 836 $81.3K <0.01% new 13F-HR Timeline Group Bank of New Hampshire More: the full row for Bank of New Hampshire 810 $78.7K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 636 $61.8K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 600 $58.3K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 593 $57.7K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 458 $44.5K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 268 $26.1K <0.01% 0 13F-HR Timeline