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Retirement Advisors, LLC 1,007 $369K 0.09% -10 13F-HR Timeline MARIPAU WEALTH MANAGEMENT LLC More: the full row for MARIPAU WEALTH MANAGEMENT LLC 1,003 $368K 0.19% +397 13F-HR Timeline New Harbor Financial Group, LLC More: the full row for New Harbor Financial Group, LLC 1,000 $367K 0.08% 0 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 1,000 $367K 0.01% -97,312 13F-HR Timeline Walter Public Investments Inc. More: the full row for Walter Public Investments Inc. 1,000 $367K 0.06% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 998 $366K 0.21% -173 13F-HR Timeline MCDANIEL TERRY & CO More: the full row for MCDANIEL TERRY & CO 998 $366K 0.03% -52 13F-HR Timeline SS&H Financial Advisors, Inc. 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More: the full row for FDx Advisors, Inc. 926 $340K 0.1% -4 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 900 $339K 0.2% +108 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 924 $339K 0.25% new 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 924 $339K 0.26% 0 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 922 $338K 0.05% new 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 922 $338K 0.13% -819 13F-HR Timeline Houlihan Financial Resource Group, Ltd. More: the full row for Houlihan Financial Resource Group, Ltd. 921 $338K 0.14% -50 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for Berkshire Money Management, Inc. 889 $326K 0.03% -279 13F-HR Timeline Nabity-Jensen Investment Management Inc More: the full row for Nabity-Jensen Investment Management Inc 889 $326K 0.24% -32 13F-HR Timeline Alesco Advisors, LLC, An ESL Co More: the full row for Alesco Advisors, LLC, An ESL Co 888 $326K 0.01% -78 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 887 $325K 0.19% +16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 886 $325K 0.07% -14 13F-HR Timeline One Day In July LLC More: the full row for One Day In July LLC 884 $324K 0.03% +120 13F-HR Timeline Armstrong, Fleming & Moore, Inc More: the full row for Armstrong, Fleming & Moore, Inc 884 $324K 0.18% new 13F-HR Timeline LifePlan Investment Advisors, Inc. More: the full row for LifePlan Investment Advisors, Inc. 881 $323K 0.16% -19 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 815 $323K 0.1% +137 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 878 $322K 0.23% +28 13F-HR Timeline Note Advisors, LLC More: the full row for Note Advisors, LLC 878 $322K 0.22% 0 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 875 $321K 0.19% +29 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 873 $320K 0.1% -56 13F-HR Timeline Trust Co More: the full row for Trust Co 872 $320K 0.04% -40 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 871 $319K 0.11% -20 13F-HR/A Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 870 $319K 0.12% -17 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 868 $318K 0.08% -65 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 818 $318K 0.2% new 13F-HR Timeline Consilium Wealth Advisory, LLC More: the full row for Consilium Wealth Advisory, LLC 862 $316K 0.13% -611 13F-HR Timeline Tandem Wealth Advisors LLC More: the full row for Tandem Wealth Advisors LLC 861 $316K 0.16% +83 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 860 $315K 0.06% +216 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 860 $315K 0.24% 0 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 860 $315K 0.02% new 13F-HR/A Timeline ELEVATE WEALTH ADVISORY, INC More: the full row for ELEVATE WEALTH ADVISORY, INC 860 $315K 0.22% -152 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 859 $315K 0.25% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 857 $314K 0.05% +168 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 855 $313K 0.28% +205 13F-HR Timeline Ewing Morris & Co. Investment Partners … More: the full row for Ewing Morris & Co. Investment Partners Ltd. 854 $313K 0.14% -1,301 13F-HR Timeline WELCH CAPITAL PARTNERS LLC/NY More: the full row for WELCH CAPITAL PARTNERS LLC/NY 854 $313K 0.07% 0 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 853 $313K 0.11% new 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 853 $313K 0.1% -25 13F-HR Timeline White Lighthouse Investment Management … More: the full row for White Lighthouse Investment Management Inc. 851 $312K 0.05% +33 13F-HR Timeline Essex LLC More: the full row for Essex LLC 850 $312K 0.06% -57 13F-HR Timeline JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 850 $312K 0.01% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. 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