REDW Wealth LLC More: the full row for REDW Wealth LLC 8,656 $492K 0.2% 0 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 8,649 $491K 0.06% -25 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,622 $490K 0.05% +489 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 7,839 $490K 0.13% 0 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 8,610 $489K 0.13% -340 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 7,472 $489K 0.11% -13,081 13F-HR Timeline Sightline Wealth Advisors, LLC More: the full row for Sightline Wealth Advisors, LLC 8,605 $489K 0.21% +15 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 8,600 $488K 0.14% 0 13F-HR Timeline Sage Capital Advisors,llc More: the full row for Sage Capital Advisors,llc 8,584 $488K 0.11% -49 13F-HR Timeline PACK Private Wealth, LLC More: the full row for PACK Private Wealth, LLC 8,575 $487K 0.22% 0 13F-HR Timeline EASTERLY INVESTMENT PARTNERS LLC More: the full row for EASTERLY INVESTMENT PARTNERS LLC 8,558 $486K 0.04% -850 13F-HR Timeline Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,551 $486K 0.06% +3,174 13F-HR Timeline REBALANCE, LLC More: the full row for REBALANCE, LLC 8,505 $483K 0.03% 0 13F-HR Timeline HighRoad Wealth Advisors, LLC More: the full row for HighRoad Wealth Advisors, LLC 8,504 $483K 0.47% -205 13F-HR Timeline First Nebraska Trust Co More: the full row for First Nebraska Trust Co 8,500 $483K 0.04% 0 13F-HR Timeline Private Wealth Advisors, LLC More: the full row for Private Wealth Advisors, LLC 8,421 $478K 0.13% 0 13F-HR Timeline LUTS & GREENLEIGH GROUP, INC. More: the full row for LUTS & GREENLEIGH GROUP, INC. 8,330 $473K 0.37% +64 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 8,306 $472K 0.04% -70 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 8,284 $470K 0.02% -315 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 8,212 $466K 0.05% +187 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 8,208 $466K 0.01% -221 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 8,204 $466K <0.01% new 13F-HR Timeline Group Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 8,153 $463K 0.05% 0 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 8,150 $463K 0.04% +2,150 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 8,144 $462K 0.18% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 8,093 $460K 0.02% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 8,056 $458K 0.14% 0 13F-HR Timeline Bridgewater Advisors Inc. More: the full row for Bridgewater Advisors Inc. 6,806 $457K 0.03% -9,265 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 7,996 $454K 0.16% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 7,985 $453K <0.01% +123 13F-HR Timeline Group Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 7,977 $453K 0.19% -85 13F-HR/A Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7,958 $452K 0.01% +1,971 13F-HR Timeline Group David J Yvars Group More: the full row for David J Yvars Group 7,947 $451K 0.25% -118 13F-HR Timeline Moss Adams Wealth Advisors LLC More: the full row for Moss Adams Wealth Advisors LLC 7,942 $451K 0.03% 0 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 7,930 $450K 0.18% new 13F-HR Timeline Shared Vision Wealth Group LLC More: the full row for Shared Vision Wealth Group LLC 7,922 $450K 0.18% 0 13F-HR Timeline COOKSON PEIRCE & CO INC More: the full row for COOKSON PEIRCE & CO INC 7,900 $449K 0.02% +365 13F-HR Timeline Hardin Capital Partners, LLC More: the full row for Hardin Capital Partners, LLC 7,853 $446K 0.21% +104 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 7,830 $445K 0.12% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 7,828 $445K +581 Timeline Gibson Capital, LLC More: the full row for Gibson Capital, LLC 7,820 $444K 0.08% 0 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 7,815 $444K 0.23% +1,620 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,810 $444K 0.05% -49 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 7,790 $442K 0.1% -4,235 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 7,779 $442K 0.08% +396 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7,772 $441K 0.05% +530 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,745 $440K 0.05% 0 13F-HR Timeline American Trust More: the full row for American Trust 7,738 $439K 0.04% +314 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7,712 $438K 0.01% -2,805 13F-HR Timeline OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 7,709 $438K 0.02% new 13F-HR Timeline Group FIDUCIARY FINANCIAL GROUP, LLC More: the full row for FIDUCIARY FINANCIAL GROUP, LLC 7,663 $435K 0.06% +3,190 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 7,656 $435K 0.01% 0 13F-HR Timeline Group Finivi Inc. More: the full row for Finivi Inc. 7,615 $432K 0.24% new 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 7,611 $432K 0.07% new 13F-HR Timeline PRAIRIEVIEW WEALTH PARTNERS, LLC More: the full row for PRAIRIEVIEW WEALTH PARTNERS, LLC 7,584 $431K 0.35% -44 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 7,553 $429K 0.04% new 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 7,498 $426K 0.02% new 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,436 $422K 0.04% +83 13F-HR Timeline DISCOVERY CAPITAL MANAGEMENT, LLC / CT More: the full row for DISCOVERY CAPITAL MANAGEMENT, LLC / CT 7,405 $421K 0.02% 0 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 7,403 $420K 0.02% +1,817 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 7,400 $420K 0.3% 0 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 7,379 $419K 0.19% -14,129 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 7,358 $418K 0.17% -30,499 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 7,356 $418K 0.2% +83 13F-HR Timeline Investment Advisory Group, LLC More: the full row for Investment Advisory Group, LLC 7,347 $417K 0.11% +2,789 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 7,342 $417K 0.07% -24 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 7,325 $416K 0.14% +1,825 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 7,314 $415K 0.1% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 7,308 $415K <0.01% -183 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 7,296 $414K 0.03% -1,220 13F-HR Timeline MMBG INVESTMENT ADVISORS CO. More: the full row for MMBG INVESTMENT ADVISORS CO. 7,275 $413K 0.04% 0 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 7,248 $412K 0.03% -606 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 7,243 $411K 0.06% +1,180 13F-HR Timeline AMI INVESTMENT MANAGEMENT INC More: the full row for AMI INVESTMENT MANAGEMENT INC 7,228 $410K 0.09% +4 13F-HR Timeline Nest Investments, LLC More: the full row for Nest Investments, LLC 7,189 $408K 0.33% +818 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 6,403 $408K 0.19% -1,619 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 7,181 $408K 0.01% +1,075 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 7,145 $406K 0.03% new 13F-HR Timeline CFG Wealth Management Services, Inc. More: the full row for CFG Wealth Management Services, Inc. 7,349 $405K 0.37% -230 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 7,129 $405K 0.07% +1,696 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 7,114 $404K 0.14% +1,822 13F-HR Timeline Sovereign Investment Advisors, LLC More: the full row for Sovereign Investment Advisors, LLC 7,112 $404K 0.09% +1,511 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 7,104 $403K 0.07% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 6,674 $403K 0.01% new 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 7,073 $402K <0.01% new 13F-HR Timeline Group Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 7,056 $401K 0.09% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 6,995 $400K 0.01% new 13F-HR Timeline Group Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 7,000 $398K 0.17% +2,000 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 6,991 $397K 0.04% 0 13F-HR Timeline Sierra Capital LLC More: the full row for Sierra Capital LLC 6,991 $397K 0.04% 0 13F-HR Timeline Wealth Forward, LLC More: the full row for Wealth Forward, LLC 6,988 $397K 0.22% -226 13F-HR Timeline Security Financial Services, INC. More: the full row for Security Financial Services, INC. 6,979 $396K 0.06% -336 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 6,952 $395K 0.04% -200 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,935 $394K 0.05% 0 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 6,933 $394K 0.21% -247 13F-HR Timeline Fielder Capital Group LLC More: the full row for Fielder Capital Group LLC 6,904 $392K 0.09% new 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 6,898 $392K <0.01% 0 13F-HR Timeline Cornerstone Wealth Advisors, Inc. More: the full row for Cornerstone Wealth Advisors, Inc. 6,895 $392K 0.09% +200 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 6,893 $391K 0.3% -131 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 6,869 $390K 0.1% -19 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 6,830 $388K 0.02% -49 13F-HR/A Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 6,819 $387K 0.03% -1,771 13F-HR Timeline Group MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 6,815 $387K 0.19% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,787 $385K 0.03% new 13F-HR Timeline PATTEN & PATTEN INC/TN More: the full row for PATTEN & PATTEN INC/TN 6,766 $384K 0.02% +206 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 6,765 $384K 0.12% 0 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 6,756 $384K 0.01% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 6,753 $383K 0.02% -163,690 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 6,729 $382K 0.21% -65 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 6,712 $381K 0.12% -43,249 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 6,718 $381K 0.03% 0 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 6,701 $381K 0.15% +544 13F-HR Timeline Harbour Capital Advisors, LLC More: the full row for Harbour Capital Advisors, LLC 5,984 $379K 0.07% 0 13F-HR Timeline Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 6,675 $379K 0.28% +2,850 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 6,597 $375K 0.02% -44 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 6,590 $374K 0.25% +125 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 6,582 $374K 0.11% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 6,555 $372K 0.19% +1,505 13F-HR Timeline FLAGSTAR SECURITIES, INC in group FLAGSTAR SECURITIES, INC More: the full row for FLAGSTAR SECURITIES, INC 6,527 $371K 0.13% +850 13F-HR/A Timeline Group Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 6,525 $371K 0.04% -61 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 6,500 $369K 0.12% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,463 $367K 0.09% +721 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 6,454 $367K 0.18% +252 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 6,431 $365K <0.01% +1,281 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 6,418 $364K 0.02% +1,117 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 6,409 $364K 0.02% -619 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 6,386 $363K 0.03% +855 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 6,340 $360K 0.09% -500 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 6,340 $360K 0.04% -2,879 13F-HR Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 6,331 $360K 0.01% 0 13F-HR Timeline GRIFFIN ASSET MANAGEMENT, INC. More: the full row for GRIFFIN ASSET MANAGEMENT, INC. 6,328 $359K 0.04% -98 13F-HR Timeline CIM, LLC More: the full row for CIM, LLC 6,326 $359K 0.05% 0 13F-HR Timeline KANAWHA CAPITAL MANAGEMENT LLC More: the full row for KANAWHA CAPITAL MANAGEMENT LLC 6,310 $358K 0.03% +896 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 6,310 $358K 0.09% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 6,298 $358K 0.02% -2,733 13F-HR Timeline FORT WASHINGTON INVESTMENT ADVISORS INC… More: the full row for FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 6,291 $357K <0.01% 0 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 6,291 $357K 0.07% 0 13F-HR Timeline PARTHENON LLC More: the full row for PARTHENON LLC 6,276 $356K 0.04% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 6,261 $356K 0.19% -25 13F-HR Timeline BYRNE FINANCIAL FREEDOM, LLC More: the full row for BYRNE FINANCIAL FREEDOM, LLC 6,258 $355K 0.17% +10 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 6,247 $355K 0.05% 0 13F-HR Timeline Courage Miller Partners, LLC More: the full row for Courage Miller Partners, LLC 6,238 $354K 0.1% 0 13F-HR Timeline DEARBORN PARTNERS LLC More: the full row for DEARBORN PARTNERS LLC 6,233 $354K 0.02% 0 13F-HR Timeline Topel & Distasi Wealth Management, LLC More: the full row for Topel & Distasi Wealth Management, LLC 6,231 $354K 0.18% 0 13F-HR Timeline Forum Private Client Group LLC More: the full row for Forum Private Client Group LLC 6,228 $354K 0.12% -80 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 6,227 $354K 0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6,222 $353K 0.05% 0 13F-HR Timeline Crumly & Associates Inc. More: the full row for Crumly & Associates Inc. 6,158 $350K 0.07% -1,300 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 6,153 $349K 0.07% -1,025 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 5,460 $347K 0.07% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,102 $347K 0.14% -549 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 6,102 $347K 0.07% -273 13F-HR Timeline PENNINGTON PARTNERS & CO., LLC More: the full row for PENNINGTON PARTNERS & CO., LLC 6,087 $346K 0.12% -200 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 6,069 $345K 0.02% +125 13F-HR Timeline CITY OF LONDON INVESTMENT MANAGEMENT CO… More: the full row for CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 6,060 $344K 0.02% new 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 6,041 $343K 0.12% +75 13F-HR Timeline GREENUP STREET WEALTH MANAGEMENT LLC More: the full row for GREENUP STREET WEALTH MANAGEMENT LLC 6,012 $341K 0.05% -2,333 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 6,009 $341K 0.02% +173 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 6,000 $341K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 6,000 $341K 0.3% +2,000 13F-HR Timeline Partners in Financial Planning More: the full row for Partners in Financial Planning 5,991 $340K 0.06% -140 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 5,991 $340K 0.06% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 5,926 $337K 0.04% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5,922 $336K 0.01% 0 13F-HR Timeline Crabel Capital Management, LLC More: the full row for Crabel Capital Management, LLC 5,916 $336K 3.11% -8,633 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,889 $334K 0.06% 0 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 5,887 $334K 0.05% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5,875 $334K 0.01% 0 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 5,871 $333K 0.08% 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 5,865 $333K 0.06% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 5,820 $331K 0.01% +770 13F-HR Timeline Group Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 5,796 $329K <0.01% -1,234,578 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 5,800 $329K 0.01% 0 13F-HR Timeline Beacon Bank & Trust More: the full row for Beacon Bank & Trust 5,719 $325K 0.07% -76 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 5,690 $323K 0.04% 0 13F-HR Timeline PINNACLE ASSOCIATES LTD More: the full row for PINNACLE ASSOCIATES LTD 5,684 $323K <0.01% +1,788 13F-HR Timeline Wealth Dimensions Group, Ltd. More: the full row for Wealth Dimensions Group, Ltd. 5,679 $323K 0.06% -59 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 5,666 $322K 0.13% -319 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 5,653 $321K 0.12% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 5,639 $320K 0.16% 0 13F-HR Timeline Frisch Financial Group, Inc. More: the full row for Frisch Financial Group, Inc. 5,638 $320K 0.07% 0 13F-HR Timeline CIDEL ASSET MANAGEMENT INC More: the full row for CIDEL ASSET MANAGEMENT INC 5,633 $320K 0.02% new 13F-HR Timeline Sentry LLC More: the full row for Sentry LLC 5,563 $316K 0.1% 0 13F-HR Timeline Noble Family Wealth, LLC More: the full row for Noble Family Wealth, LLC 5,500 $312K 0.06% 0 13F-HR/A Timeline KRAEMATON INVESTMENT ADVISORS, INC More: the full row for KRAEMATON INVESTMENT ADVISORS, INC 5,471 $311K 0.25% 0 13F-HR Timeline Live Oak Private Wealth LLC More: the full row for Live Oak Private Wealth LLC 5,453 $310K 0.04% 0 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 5,446 $309K 0.04% -758 13F-HR Timeline Wernau Asset Management Inc. More: the full row for Wernau Asset Management Inc. 5,440 $309K 0.32% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 5,427 $308K 0.02% +206 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 5,420 $308K 0.02% +361 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 5,340 $303K 0.2% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5,317 $302K 0.04% -320 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 5,300 $301K 0.19% -256 13F-HR Timeline COFG Advisors, LLC More: the full row for COFG Advisors, LLC 5,292 $301K 0.07% new 13F-HR Timeline Krane Financial Solutions LLC More: the full row for Krane Financial Solutions LLC 5,280 $300K 0.2% 13F-HR Timeline LMG Wealth Partners, LLC More: the full row for LMG Wealth Partners, LLC 5,274 $300K 0.05% 0 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 5,249 $298K 0.1% +742 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 5,242 $298K 0.04% +996 13F-HR Timeline Praetorian Wealth Management, Inc. More: the full row for Praetorian Wealth Management, Inc. 4,920 $297K 0.06% 0 13F-HR Timeline Strong Retirement Solutions LLC More: the full row for Strong Retirement Solutions LLC 5,227 $297K 0.21% 0 13F-HR Timeline