Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 54 $8.96K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $8.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewSquare Capital LLC More: the full row for NewSquare Capital LLC 50 $8.3K <0.01% +5 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 50 $8.3K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 50 $8.3K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 50 $8.3K 0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 42 $7.22K <0.01% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 43 $7.14K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 43 $7.14K <0.01% -37 13F-HR/A Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 40 $7.03K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 42 $6.97K <0.01% +7 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 41 $6.8K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $6.64K <0.01% -3 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 40 $6.64K <0.01% 0 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 40 $6.64K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 40 $6.64K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 39 $6.47K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 38 $6.31K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 37 $6K <0.01% +1 13F-HR/A Timeline ORG Partners LLC More: the full row for ORG Partners LLC 34 $5.97K <0.01% +20 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 35 $5.81K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 34 $5.64K <0.01% -26 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 33 $5.48K <0.01% +8 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 33 $5.48K <0.01% -4 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 32 $5.35K <0.01% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 32 $5.31K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 31 $5.14K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 31 $5.08K 0.01% +1 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 30 $5.06K <0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 36 $5K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 26 $4.91K <0.01% +7 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 27 $4.48K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 27 $4.48K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 26 $4.32K <0.01% +19 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 25 $4.21K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 21 $3.96K <0.01% +6 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 22 $3.68K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 22 $3.65K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 20 $3.33K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 20 $3.32K <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $3.32K <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $3.15K <0.01% -5 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 19 $3.09K <0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $2.99K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 17 $2.82K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 17 $2.82K <0.01% -4,909 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 17 $2.77K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 16 $2.73K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 16 $2.65K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 16 $2.65K <0.01% 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 15 $2.49K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 15 $2.49K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 10 $2K <0.01% -4 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $1.99K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $1.99K <0.01% +5 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 11 $1.87K <0.01% +2 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 11 $1.84K <0.01% +3 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 11 $1.82K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $1.66K <0.01% +5 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 10 $1.66K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $1.66K <0.01% -1,056 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 10 $1.66K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 10 $1.66K <0.01% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9 $1.49K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $1.33K <0.01% -5 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8 $1.33K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 8 $1.33K 0.03% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.33K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $1.19K <0.01% +5 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $1.16K <0.01% +4 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $1.16K <0.01% -3 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 7 $1.09K <0.01% -23 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 12 $1K <0.01% 0 13F-HR Timeline Group Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 7 $1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $996 <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 6 $996 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $996 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $996 <0.01% +3 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $996 <0.01% +3 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 5 $830 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $830 0.04% +2 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4 $664 <0.01% -26 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 4 $664 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $528 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2 $332 <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 1 $186 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $166 <0.01% -4 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 1 $166 <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.