Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 66,041 $17.6M 0.25% +17,514 13F-HR Timeline Group Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 22,969 $6.13M 0.61% +485 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 7,465 $1.99M 0.41% +862 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 4,321 $1.19M 0.66% -80 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4,303 $1.15M 0.03% +210 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 3,523 $941K 0.03% +467 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 3,235 $864K 0.33% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 2,902 $775K 0.06% +60 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,781 $476K 0.11% +383 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 1,691 $452K 0.12% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,428 $381K <0.01% +203 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 1,331 $356K 0.04% -53 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 1,241 $331K <0.01% 0 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 1,193 $319K 0.14% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,168 $310K 0.01% -10 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 966 $258K 0.1% new 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 913 $244K 0.02% 0 13F-HR Timeline Group Apella Capital, LLC More: the full row for Apella Capital, LLC 821 $214K <0.01% +37 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 772 $206K 0.01% +9 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 750 $200K 0.01% 0 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 549 $147K <0.01% -12 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 525 $140K 0.03% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 205 $54.8K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 200 $53.4K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 172 $45.9K <0.01% -9 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 100 $26.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. EASTERN BANK More: the full row for EASTERN BANK 98 $26.2K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 69 $18.6K <0.01% -9 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 67 $17.9K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 44 $11.8K <0.01% -2 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 6 $1.6K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 4 $1.07K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $535 <0.01% new 13F-HR Timeline