SHP Wealth Management More: the full row for SHP Wealth Management 1,046 $247K 0.02% +52 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 1,042 $246K 0.03% -143 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 1,041 $246K 0.11% -97 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,041 $246K 0.14% -42 13F-HR Timeline BARR E S & CO More: the full row for BARR E S & CO 1,041 $246K 0.01% 0 13F-HR Timeline Purkiss Capital Advisors LLC More: the full row for Purkiss Capital Advisors LLC 1,041 $246K 0.11% -104 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 1,040 $246K 0.02% +640 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 1,040 $246K 0.16% +54 13F-HR Timeline Meridian Financial Partners LLC More: the full row for Meridian Financial Partners LLC 1,055 $244K 0.09% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 1,034 $244K 0.28% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 1,031 $244K 0.01% -54 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 1,031 $244K 0.09% +2 13F-HR Timeline FORTRESS PRIVATE LEDGER, LLC More: the full row for FORTRESS PRIVATE LEDGER, LLC 1,030 $243K 0.08% new 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 1,031 $243K 0.11% +141 13F-HR Timeline Peachtree Investment Partners, LLC More: the full row for Peachtree Investment Partners, LLC 1,028 $243K 0.09% +3 13F-HR Timeline apricus wealth, LLC More: the full row for apricus wealth, LLC 1,023 $242K 0.12% 0 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 1,022 $242K 0.04% +10 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 1,022 $241K 0.03% +14 13F-HR Timeline LGT Fund Management Co Ltd. More: the full row for LGT Fund Management Co Ltd. 1,021 $241K 0.01% -542 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 1,020 $241K 0.04% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1,020 $241K 0.02% -40 13F-HR Timeline Skyline Advisors, Inc. More: the full row for Skyline Advisors, Inc. 1,016 $240K 0.08% +3 13F-HR Timeline Stonebridge Capital Advisors LLC More: the full row for Stonebridge Capital Advisors LLC 1,015 $240K 0.02% +58 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,013 $239K 0.14% 13F-HR Timeline DIVERSIFIED MANAGEMENT INC More: the full row for DIVERSIFIED MANAGEMENT INC 1,010 $239K 0.04% +10 13F-HR Timeline Prairie Wealth Advisors, Inc. More: the full row for Prairie Wealth Advisors, Inc. 0 $239K 0.1% 0 13F-HR Timeline Amount filed as zero, left out of ratios. First National Bank of Mount Dora, Trus… More: the full row for First National Bank of Mount Dora, Trust Investment Services 1,008 $238K 0.05% -157 13F-HR Timeline One Charles Private Wealth Services, LLC More: the full row for One Charles Private Wealth Services, LLC 1,007 $238K 0.06% 0 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 1,006 $238K 0.07% new 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,005 $237K 0.04% 0 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 1,002 $237K 0.08% +72 13F-HR Timeline CABOT WEALTH MANAGEMENT INC More: the full row for CABOT WEALTH MANAGEMENT INC 1,000 $236K 0.03% 0 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 1,000 $236K 0.04% 0 13F-HR/A Timeline Partnership Wealth Management, LLC More: the full row for Partnership Wealth Management, LLC 1,000 $236K 0.18% 0 13F-HR Timeline Encore Global Management, LP More: the full row for Encore Global Management, LP 1,000 $236K 0.16% 13F-HR Timeline Stiles Financial Services Inc More: the full row for Stiles Financial Services Inc 999 $236K 0.07% -105 13F-HR Timeline Ponta Wealth Partners, LLC More: the full row for Ponta Wealth Partners, LLC 999 $236K 0.19% +58 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 995 $235K 0.01% new 13F-HR Timeline ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 994 $235K 0.03% -83 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 993 $235K 0.15% +41 13F-HR Timeline MUSTICO FINANCIAL GROUP, INC. More: the full row for MUSTICO FINANCIAL GROUP, INC. 959 $234K 0.16% +45 13F-HR Timeline Sound Financial Strategies Group, LLC More: the full row for Sound Financial Strategies Group, LLC 991 $234K 0.16% -1,689 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 991 $234K 0.05% +65 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 988 $233K 0.02% 0 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 988 $233K 0.09% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 987 $233K 0.1% -107 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 986 $233K 0.06% 0 13F-HR Timeline Alpha Wealth Funds, LLC More: the full row for Alpha Wealth Funds, LLC 1,000 $233K 0.17% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 983 $232K 0.02% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 982 $232K 0.17% +184 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 980 $232K 0.03% +33 13F-HR Timeline BOSTON RESEARCH & MANAGEMENT INC More: the full row for BOSTON RESEARCH & MANAGEMENT INC 980 $232K 0.05% 0 13F-HR/A Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 976 $231K 0.02% 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 976 $231K 0.21% +44 13F-HR Timeline Landing Point Financial Group, LLC More: the full row for Landing Point Financial Group, LLC 975 $230K 0.11% -79 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 973 $230K 0.02% 0 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 972 $230K 0.07% 0 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 969 $229K 0.01% +2 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 964 $228K 0.02% +65 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 962 $227K 0.14% -9 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 962 $227K 0.14% 0 13F-HR Timeline Livet Wealth, LLC More: the full row for Livet Wealth, LLC 962 $227K 0.14% +45 13F-HR Timeline LAKE STREET PRIVATE WEALTH, LLC More: the full row for LAKE STREET PRIVATE WEALTH, LLC 959 $227K 0.03% -44 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 959 $227K 0.02% -5,412 13F-HR Timeline Catalyst Investment Management LLC More: the full row for Catalyst Investment Management LLC 900 $227K 0.25% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 958 $226K 0.11% +55 13F-HR Timeline Davis Investment Partners, LLC More: the full row for Davis Investment Partners, LLC 955 $226K 0.08% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 953 $225K 0.03% -1,855 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 953 $225K 0.03% new 13F-HR Timeline APPLETON PARTNERS INC/MA More: the full row for APPLETON PARTNERS INC/MA 954 $225K 0.02% -10 13F-HR Timeline CORRECT CAPITAL WEALTH MANAGEMENT More: the full row for CORRECT CAPITAL WEALTH MANAGEMENT 952 $225K 0.04% +1 13F-HR Timeline STALEY CAPITAL ADVISERS INC More: the full row for STALEY CAPITAL ADVISERS INC 950 $224K 0.01% -50 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 950 $224K 0.07% new 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 949 $224K 0.15% +2 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 948 $224K 0.11% new 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 948 $224K 0.12% 0 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 948 $224K 0.04% -881 13F-HR Timeline Integrated Investment Consultants, LLC More: the full row for Integrated Investment Consultants, LLC 947 $224K 0.05% new 13F-HR Timeline BAKER BOYER NATIONAL BANK More: the full row for BAKER BOYER NATIONAL BANK 946 $224K 0.07% -63 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 946 $224K 0.01% +158 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 945 $223K 0.01% +3 13F-HR Timeline Brookmont Capital Management More: the full row for Brookmont Capital Management 945 $223K 0.13% -62 13F-HR Timeline Argent Advisors, Inc. More: the full row for Argent Advisors, Inc. 942 $223K 0.06% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 940 $222K 0.08% new 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 939 $222K 0.03% +23 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 937 $221K 0.15% -19 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 934 $221K 0.04% 0 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 933 $221K 0.02% +18 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 931 $220K 0.06% +871 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 927 $219K 0.1% new 13F-HR Timeline Renaissance Investment Group LLC More: the full row for Renaissance Investment Group LLC 925 $219K 0.05% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 923 $218K 0.18% new 13F-HR Timeline Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 922 $218K 0.01% 0 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 914 $216K 0.05% +71 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 911 $215K 0.02% +13 13F-HR Timeline Cercano Management LLC More: the full row for Cercano Management LLC 910 $215K 0.01% 0 13F-HR Timeline CAPE ANN SAVINGS BANK More: the full row for CAPE ANN SAVINGS BANK 909 $215K 0.11% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 907 $214K 0.01% -16,246 13F-HR Timeline Systematic Alpha Investments, LLC More: the full row for Systematic Alpha Investments, LLC 903 $213K 0.01% 0 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 902 $213K 0.04% -34 13F-HR Timeline Tannin Capital LLC More: the full row for Tannin Capital LLC 901 $213K 0.15% -199 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 900 $213K 0.07% +1 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 900 $213K 0.11% -27 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 899 $212K 0.17% -13 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 898 $212K 0.07% -45 13F-HR Timeline MWA Asset Management More: the full row for MWA Asset Management 898 $212K 0.12% +35 13F-HR/A Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 897 $212K 0.06% 0 13F-HR Timeline Citizens Business Bank More: the full row for Citizens Business Bank 894 $211K 0.03% 0 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 892 $211K 0.01% new 13F-HR Timeline 25 LLC More: the full row for 25 LLC 890 $210K 0.06% +26 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 890 $210K 0.18% 0 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 889 $210K 0.14% +2 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 888 $210K 0.03% -4 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 888 $210K 0.24% +40 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 887 $210K 0.05% new 13F-HR Timeline Value Investment Professionals, LLC More: the full row for Value Investment Professionals, LLC 887 $210K 0.47% +4 13F-HR/A Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 884 $209K 0.02% 0 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 878 $208K 0.08% new 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 877 $207K 0.06% new 13F-HR Timeline Echo45 Advisors LLC More: the full row for Echo45 Advisors LLC 876 $207K 0.12% -5 13F-HR Timeline Manuka Financial, LLC More: the full row for Manuka Financial, LLC 875 $207K 0.13% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 875 $207K 0.18% 0 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 873 $206K 0.05% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 872 $206K 0.02% -7 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 870 $205K 0.09% +1 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 868 $205K 0.18% +83 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 867 $205K 0.03% +1 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 873 $204K 0.06% -814 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 863 $204K 0.04% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 862 $204K 0.03% +108 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 861 $203K 0.01% -41 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 861 $203K 0.16% -3 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 860 $203K 0.74% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 860 $203K 0.06% 0 13F-HR Timeline Bedminster, LLC More: the full row for Bedminster, LLC 860 $203K 0.19% 0 13F-HR Timeline Warburton Capital Management, LLC More: the full row for Warburton Capital Management, LLC 821 $203K 0.1% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 856 $202K 0.05% 0 13F-HR/A Timeline Platform Technology Partners More: the full row for Platform Technology Partners 854 $202K 0.04% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 853 $202K 0.11% +12 13F-HR Timeline Asset Advisors Investment Management, L… More: the full row for Asset Advisors Investment Management, LLC 850 $201K 0.02% 0 13F-HR Timeline Campion Asset Management More: the full row for Campion Asset Management 850 $201K 0.14% 0 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 850 $201K 0.09% 0 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 849 $201K 0.03% -1,001 13F-HR Timeline ProCore Advisors, LLC More: the full row for ProCore Advisors, LLC 849 $201K 0.31% -30 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 849 $201K 0.03% -20 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 848 $200K 0.01% new 13F-HR Timeline Range Advisory, LLC More: the full row for Range Advisory, LLC 847 $200K 0.04% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 832 $197K 0.02% 0 13F-HR Timeline Cache Advisors, LLC More: the full row for Cache Advisors, LLC 825 $195K 0.02% new 13F-HR Timeline River Street Advisors LLC More: the full row for River Street Advisors LLC 815 $193K 0.07% -100 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 808 $191K 0.04% +22 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 804 $190K 0.14% -107 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 800 $189K 0.01% new 13F-HR Timeline Group Knuff & Co LLC More: the full row for Knuff & Co LLC 800 $189K 0.06% -149 13F-HR Timeline Brandywine Financial Group More: the full row for Brandywine Financial Group 800 $189K 0.16% -100 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 794 $188K 0.03% -102 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 761 $180K 0.15% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 754 $178K 0.02% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 736 $174K 0.01% +28 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 731 $173K 0.03% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 729 $172K 0.13% +10 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 726 $172K <0.01% -5,409 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 770 $171K 0.07% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 700 $165K 0.03% +400 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 640 $162K 0.06% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 671 $159K 0.05% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 665 $157K 0.02% -9 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 656 $155K 0.1% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 655 $155K <0.01% +54 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 647 $153K 0.02% -149 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 641 $151K 0.12% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 640 $151K 0.01% -18 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 637 $151K 0.05% +4 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 636 $150K 0.06% +7 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 647 $149K 0.2% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 631 $149K 0.11% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 622 $147K 0.11% -26 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 592 $146K 0.03% +2 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 609 $144K 0.1% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 607 $143K 0.05% 0 13F-HR Timeline Legend Capital Advisors LLC More: the full row for Legend Capital Advisors LLC 600 $142K 0.09% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 598 $141K 0.03% +3 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 593 $140K <0.01% +1 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 589 $139K 0.05% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 587 $139K 0.09% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 581 $137K 0.04% +18 13F-HR/A Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 579 $137K 0.03% +20 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 579 $137K 0.12% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 575 $136K 0.09% +3 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 224 $135K 0.04% -414 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 567 $134K 0.04% new 13F-HR/A Timeline Align Financial, LLC More: the full row for Align Financial, LLC 567 $134K 0.08% -136,171 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 564 $133K 0.05% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 560 $132K 0.07% -50 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 558 $132K 0.07% +425 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 555 $131K 0.08% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 551 $130K 0.04% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 541 $128K 0.02% -257 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 535 $126K 0.04% -205 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 527 $125K 0.08% -120 13F-HR Timeline