Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 612 $261K 0.2% +10 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 593 $261K 0.21% new 13F-HR Timeline Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 610 $260K 0.01% new 13F-HR Timeline Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 610 $260K 0.38% 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 609 $260K 0.01% -36 13F-HR Timeline Parrish Capital LLC More: the full row for Parrish Capital LLC 609 $260K 0.24% 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 607 $259K 0.05% 0 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 606 $258K 0.11% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 605 $258K 0.14% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 606 $258K 0.03% -607 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 603 $257K 0.03% -571 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 603 $257K 0.05% -210 13F-HR Timeline First City Capital Management, Inc. More: the full row for First City Capital Management, Inc. 600 $256K 0.14% 0 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 600 $256K 0.01% -72,768 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $256K 0.05% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 600 $256K 0.12% 0 13F-HR Timeline Sulzberger Capital Advisors, Inc. More: the full row for Sulzberger Capital Advisors, Inc. 600 $256K 0.26% 0 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 598 $255K 0.01% -33 13F-HR Timeline Embree Financial Group More: the full row for Embree Financial Group 598 $255K 0.03% +129 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 596 $254K 0.05% 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 594 $253K 0.1% +91 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 594 $253K 0.01% +5 13F-HR Timeline BASSO CAPITAL MANAGEMENT, L.P. More: the full row for BASSO CAPITAL MANAGEMENT, L.P. 592 $252K 0.15% new 13F-HR Timeline New Covenant Trust Company, N.A. More: the full row for New Covenant Trust Company, N.A. 588 $252K 0.23% 0 13F-HR Timeline Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 592 $252K 0.02% new 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 588 $251K 0.18% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 585 $249K 0.08% -39 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 584 $249K 0.12% new 13F-HR Timeline Group First Nebraska Trust Co More: the full row for First Nebraska Trust Co 582 $248K 0.02% new 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 580 $247K 0.11% +17 13F-HR Timeline Convergence Investment Partners, LLC More: the full row for Convergence Investment Partners, LLC 578 $246K 0.05% -23 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 578 $246K 0.08% -61 13F-HR Timeline Werlinich Asset Management, LLC More: the full row for Werlinich Asset Management, LLC 1,340 $246K 0.12% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 575 $245K 0.11% 0 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 575 $245K 0.07% +303 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 575 $245K 0.15% -16 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 574 $245K 0.01% +58 13F-HR Timeline HOGE FINANCIAL SERVICES, LLC More: the full row for HOGE FINANCIAL SERVICES, LLC 573 $244K 0.13% -44 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 573 $244K 0.03% -57 13F-HR Timeline Howard Capital Management Group, LLC More: the full row for Howard Capital Management Group, LLC 570 $243K 0.02% +42 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 570 $243K 0.01% 0 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 569 $243K 0.01% +60 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 566 $241K 0.02% +139 13F-HR Timeline INVESTMENT HOUSE LLC More: the full row for INVESTMENT HOUSE LLC 566 $241K 0.01% -11,981 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 565 $241K 0.27% 0 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 527 $240K 0.05% -258 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 564 $240K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 560 $239K 0.06% 0 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 518 $239K 0.11% -108 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 560 $239K 0.17% +2 13F-HR Timeline SCHWARZ DYGOS WHEELER INVESTMENT ADVISO… More: the full row for SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 559 $238K 0.05% +116 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 555 $237K 0.04% -88 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 555 $237K 0.01% -230 13F-HR Timeline Pathfinder Wealth Consulting, Inc. More: the full row for Pathfinder Wealth Consulting, Inc. 555 $237K 0.15% 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 554 $236K 0.08% -108 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 554 $236K 0.08% 13F-HR Timeline SUMMITRY LLC More: the full row for SUMMITRY LLC 554 $236K 0.01% -638 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 494 $235K 0.06% 0 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 549 $234K 0.03% -147 13F-HR Timeline CJM Wealth Advisers, Ltd. More: the full row for CJM Wealth Advisers, Ltd. 549 $234K 0.07% -3 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 548 $234K <0.01% -192 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 548 $233K 0.02% +32 13F-HR Timeline BRADY FAMILY WEALTH, LLC More: the full row for BRADY FAMILY WEALTH, LLC 546 $233K 0.07% -10 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 545 $232K 0.02% -2 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 543 $232K 0.03% +53 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 543 $231K 0.09% -12 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 539 $231K 0.02% -88 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 539 $230K 0.08% +43 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 539 $230K 0.13% +7 13F-HR Timeline JACOBS LEVY EQUITY MANAGEMENT, INC More: the full row for JACOBS LEVY EQUITY MANAGEMENT, INC 538 $229K <0.01% -106,325 13F-HR Timeline POWER WEALTH MANAGEMENT LLC More: the full row for POWER WEALTH MANAGEMENT LLC 538 $229K 0.08% 0 13F-HR Timeline FARMERS & MERCHANTS TRUST Co OF LONG BE… More: the full row for FARMERS & MERCHANTS TRUST Co OF LONG BEACH 534 $228K 0.05% -1,315 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 533 $227K 0.12% +31 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 531 $226K 0.12% +78 13F-HR Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 531 $226K 0.09% +2 13F-HR Timeline Advisory Advocates, LLC More: the full row for Advisory Advocates, LLC 529 $226K 0.22% 13F-HR Timeline Stokes Family Office, LLC More: the full row for Stokes Family Office, LLC 528 $225K 0.02% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 527 $225K 0.07% -23 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 526 $224K 0.02% new 13F-HR Timeline KAVAR CAPITAL PARTNERS GROUP, LLC More: the full row for KAVAR CAPITAL PARTNERS GROUP, LLC 525 $224K 0.03% +3 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 524 $224K 0.01% -115 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 524 $223K 0.17% -7 13F-HR Timeline FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 523 $223K 0.03% -2,443 13F-HR Timeline FARMERS TRUST CO More: the full row for FARMERS TRUST CO 520 $222K 0.04% -7 13F-HR Timeline MIdWestOne Financial Group, Inc. More: the full row for MIdWestOne Financial Group, Inc. 519 $221K 0.02% -115 13F-HR Timeline 3Chopt Investment Partners, LLC More: the full row for 3Chopt Investment Partners, LLC 519 $221K 0.05% -141 13F-HR Timeline American Trust More: the full row for American Trust 518 $221K 0.02% +75 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 518 $221K 0.06% -59 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 517 $220K 0.17% 0 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 517 $220K 0.03% -152 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 517 $220K 0.02% -7 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 516 $220K 0.32% +21 13F-HR Timeline MBL Wealth, LLC More: the full row for MBL Wealth, LLC 515 $220K 0.02% +79 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 514 $219K 0.04% +25 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 514 $219K 0.02% -7 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 513 $219K 0.03% +6 13F-HR Timeline Austin Wealth Management, LLC More: the full row for Austin Wealth Management, LLC 497 $219K 0.03% -26 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 512 $218K 0.02% -100 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 511 $218K 0.01% -2,553 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 511 $218K 0.02% -1 13F-HR Timeline Omega Financial Group, LLC More: the full row for Omega Financial Group, LLC 511 $218K 0.07% +5 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 510 $217K 0.02% new 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 510 $217K 0.17% +22 13F-HR Timeline Crusonia Wealth Advisors LLC More: the full row for Crusonia Wealth Advisors LLC 510 $217K 0.05% 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 509 $217K 0.01% -36 13F-HR Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 508 $217K 0.05% -67 13F-HR Timeline DILLON & ASSOCIATES INC More: the full row for DILLON & ASSOCIATES INC 508 $216K 0.03% +11 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 506 $216K <0.01% +5 13F-HR Timeline K.J. Harrison & Partners Inc More: the full row for K.J. Harrison & Partners Inc 505 $215K 0.03% new 13F-HR Timeline MAYPORT, LLC More: the full row for MAYPORT, LLC 504 $215K 0.04% +23 13F-HR Timeline PW Nova Financial Services LLC More: the full row for PW Nova Financial Services LLC 499 $214K 0.08% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 501 $213K 0.03% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 500 $213K 0.05% new 13F-HR Timeline PURA VIDA INVESTMENTS, LLC More: the full row for PURA VIDA INVESTMENTS, LLC 500 $213K 0.8% new 13F-HR Timeline Montis Financial, LLC More: the full row for Montis Financial, LLC 500 $213K 0.04% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 498 $212K 0.09% +1 13F-HR Timeline CRAWFORD INVESTMENT COUNSEL INC More: the full row for CRAWFORD INVESTMENT COUNSEL INC 498 $212K <0.01% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 496 $211K 0.03% new 13F-HR Timeline MEYER HANDELMAN CO More: the full row for MEYER HANDELMAN CO 496 $211K 0.01% +46 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 495 $211K 0.07% 0 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 494 $211K 0.05% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 491 $209K 0.05% 0 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 490 $209K 0.12% 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 490 $209K 0.24% -677 13F-HR Timeline McAdam, LLC More: the full row for McAdam, LLC 490 $209K 0.01% -50 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 489 $209K 0.02% -156 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 457 $209K 0.05% 13F-HR Timeline MOTIVE WEALTH ADVISORS More: the full row for MOTIVE WEALTH ADVISORS 489 $209K 0.09% -131 13F-HR Timeline Flywheel Private Wealth LLC More: the full row for Flywheel Private Wealth LLC 489 $209K 0.13% 0 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 489 $209K 0.13% new 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 488 $208K 0.17% new 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 482 $206K 0.01% +18 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 482 $205K 0.06% new 13F-HR Timeline Winslow Capital Management, LLC More: the full row for Winslow Capital Management, LLC 481 $205K <0.01% -55 13F-HR Timeline Xcel Wealth Management, LLC More: the full row for Xcel Wealth Management, LLC 481 $205K 0.05% 0 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 478 $204K 0.05% +28 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 477 $203K 0.01% +2 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 475 $203K 0.06% -116 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 475 $203K 0.01% -50 13F-HR Timeline GERMAN AMERICAN BANCORP, INC. More: the full row for GERMAN AMERICAN BANCORP, INC. 474 $202K 0.02% -11 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 473 $202K 0.02% +13 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 473 $202K 0.05% -5 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 471 $201K 0.01% -179 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 470 $200K 0.06% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 471 $200K 0.02% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 470 $200K 0.02% +188 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 460 $196K 0.13% -52 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 453 $193K 0.08% -57 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 443 $189K 0.03% -493 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 441 $188K 0.02% +7 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 439 $187K 0.08% -20 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 437 $186K 0.02% +180 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 435 $186K 0.01% -79 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 435 $185K 0.02% +10 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 430 $183K 0.03% -42 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 426 $182K 0.1% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 424 $181K 0.01% +272 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 416 $177K <0.01% -9 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 430 $174K 0.01% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 404 $173K 0.06% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 395 $171K 0.02% -30 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 400 $171K 0.13% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 385 $164K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 383 $163K 0.07% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 377 $161K 0.01% +233 13F-HR Timeline CNB Bank More: the full row for CNB Bank 375 $160K 0.07% -92 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 371 $158K 0.14% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 360 $154K 0.01% -19 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 359 $153K 0.01% +31 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 345 $147K 0.01% +122 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 344 $147K 0.01% -9 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 340 $145K 0.15% 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 340 $145K 0.07% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 333 $142K 0.07% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 330 $141K 0.03% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 329 $140K 0.04% -3,421 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 323 $138K 0.03% -27 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 316 $135K 0.03% +5 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 316 $135K 0.12% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 312 $134K 0.02% +4 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 312 $133K 0.04% -18 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 307 $131K 0.09% +25 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 300 $128K <0.01% new 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 300 $128K 0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 293 $125K 0.01% -54 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 291 $124K 0.11% -965 13F-HR Timeline Limestone Investment Advisors LP More: the full row for Limestone Investment Advisors LP 290 $124K 0.08% new 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 288 $123K 0.03% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 287 $122K 0.01% -26 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 285 $122K 0.1% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 279 $119K 0.03% -25 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 275 $117K 0.03% +256 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 274 $117K <0.01% -1,459 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 268 $114K 0.11% +78 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 268 $114K 0.01% +173 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 265 $113K 0.03% -350 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 263 $112K 0.02% +123 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 261 $111K 0.08% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 260 $111K 0.04% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 257 $110K 0.09% new 13F-HR Timeline