SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,002 $97.5K 0.07% +67 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $97.3K 0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 993 $96.7K 0.01% +20 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 960 $93.4K 0.01% -1,150 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 985 $93.4K 0.04% -265 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 926 $92.5K 0.02% +2 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 942 $91.7K 0.01% -68 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 930 $90.5K 0.01% -1,441 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 891 $86.7K 0.08% -693 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 871 $84.7K 0.02% +29 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 869 $84.6K 0.02% +120 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 860 $83.7K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 850 $82.7K 0.05% -80 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 810 $82.4K 0.05% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 840 $81.8K 0.07% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 830 $80.8K 0.01% new 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 830 $80.8K 0.04% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 800 $77.9K 0.1% -290 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 796 $77.5K <0.01% +781 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 795 $77.4K 0.03% -5 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 770 $75K 0.01% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 764 $74.4K 0.04% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 760 $74K 0.03% 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 753 $73.3K 0.01% -94 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 750 $73K 0.01% -43 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 750 $73K 0.02% -50 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 712 $69.3K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 700 $68.1K 0.04% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 699 $68K 0.04% +239 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 644 $67.8K 0.02% new 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 680 $66.2K 0.02% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 675 $65.7K 0.02% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 672 $65.4K 0.02% -12 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 671 $65.3K 0.02% +3 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 637 $62K 0.03% +2 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 621 $60.4K 0.06% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 620 $60.4K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 617 $60.1K 0.07% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 606 $59K 0.06% +48 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 603 $58.7K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 590 $57.4K 0.03% +520 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 581 $56.6K 0.02% -17 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 576 $56.1K 0.02% -38 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 562 $54.7K 0.01% -40 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 560 $54.5K 0.04% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 550 $53.5K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 542 $52.8K 0.01% -375 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 527 $51.3K 0.02% +120 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 519 $50.5K 0.05% -1 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 500 $48.7K 0.01% +225 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 500 $48.7K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 500 $48.7K 0.02% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 500 $48.7K 0.02% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 500 $48.7K 0.02% -400 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 500 $48.7K 0.05% 0 13F-HR/A Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 498 $48.5K 0.02% -16 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 489 $47.6K 0.01% +81 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 470 $45.8K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 460 $45K 0.01% -70 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 462 $45K 0.01% +32 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 460 $44.8K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 461 $44.6K 0.01% -61 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 438 $42.6K <0.01% +50 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 434 $42.3K 0.02% -481 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 427 $41.5K 0.01% +162 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 424 $41.3K 0.03% -201 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 421 $41K 0.03% +284 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 413 $40.2K <0.01% -224 13F-HR Timeline Group Avalon Trust Co More: the full row for Avalon Trust Co 410 $39.9K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 400 $39K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 536 $39K 0.02% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 400 $38.9K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 400 $38.9K 0.01% -48 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 400 $38.9K 0.02% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 400 $38.9K 0.02% -500 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 395 $38.4K 0.01% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 391 $38.1K 0.05% new 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 380 $37K 0.02% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 380 $37K 0.02% +200 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 370 $36K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 370 $36K 0.02% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 360 $35K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 347 $33.8K 0.01% -7 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 343 $33.4K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 339 $33K 0.01% -159 13F-HR/A Timeline Group VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 330 $32.1K 0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 315 $30.7K 0.01% new 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 305 $29.7K 0.02% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 300 $29.2K 0.04% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 300 $29.2K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 295 $28.7K 0.02% +186 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 288 $28K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 280 $27.3K <0.01% -6 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 277 $27K 0.01% new 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 275 $26.7K <0.01% -539 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 264 $25.7K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 250 $24.4K <0.01% 0 13F-HR/A Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 250 $24.3K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $24.3K <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 250 $24.3K <0.01% 0 13F-HR Timeline Compound Global Advisors, LLC More: the full row for Compound Global Advisors, LLC 250 $24.3K 2.22% -3,500 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 250 $24.3K 0.03% 0 13F-HR/A Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 239 $23.3K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 231 $22.5K 0.06% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 230 $22.4K 0.01% +110 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 220 $21.4K 0.03% -70 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 212 $20.6K <0.01% +46 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 210 $20.5K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 208 $20.2K <0.01% -1,127 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 208 $20.2K 0.01% new 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 200 $19.5K 0.01% 0 13F-HR/A Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 200 $19.5K 0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $19K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 190 $18.5K 0.02% +100 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 188 $18.3K 0.01% -76 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 186 $18.1K <0.01% +116 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 182 $17.7K <0.01% -18 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 181 $17.6K 0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 180 $17.5K <0.01% -21 13F-HR Timeline Group REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 170 $16.5K 0.02% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 170 $16.5K <0.01% -60 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 170 $16.5K 0.01% -39 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 165 $16K 0.01% +35 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 163 $15.9K <0.01% -125 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 160 $15.6K <0.01% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 160 $15.6K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 160 $15.2K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 154 $15K <0.01% +35 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 151 $14.7K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 150 $14.6K <0.01% 0 13F-HR Timeline Group WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 150 $14.6K 0.01% +20 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 138 $13.4K <0.01% -8 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 132 $12.8K <0.01% -1 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 127 $12.4K <0.01% 0 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 127 $12K <0.01% +44 13F-HR/A Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 122 $11.9K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 120 $11.7K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 120 $11.7K 0.01% -160 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 116 $11.3K <0.01% -3 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 112 $11.2K 0.01% +31 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 110 $10.7K <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 109 $10.7K <0.01% -262 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 108 $10.5K 0.01% -37 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 108 $10.5K 0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 104 $10.1K 0.01% -1,685 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 102 $9.93K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 101 $9.83K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 100 $9.73K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 100 $9.73K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100 $9.73K 0.01% new 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 100 $9.73K 0.01% 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 99 $9.64K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 95 $9.11K <0.01% +63 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 91 $8.82K <0.01% +1 13F-HR Timeline Security National Bank More: the full row for Security National Bank 90 $8.76K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 90 $8.76K <0.01% -169 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 90 $8.76K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 90 $8.76K <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 90 $8.76K 0.01% -6 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 88 $8.57K <0.01% +58 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 80 $7.79K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 75 $7.3K <0.01% new 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 70 $6.81K <0.01% 0 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 70 $6.81K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 70 $6.81K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $6.81K <0.01% -340 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 64 $6.23K 0.01% +10 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 60 $5.85K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 60 $5.84K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 60 $5.84K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 60 $5.84K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 60 $5.84K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 60 $5.84K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 55 $5.35K <0.01% +27 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $4.96K <0.01% +43 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $4.87K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hoese & Co LLP More: the full row for Hoese & Co LLP 50 $4.87K <0.01% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 50 $4.87K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 50 $4.87K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 49 $4.77K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 47 $4.58K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 42 $4.09K <0.01% +27 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 41 $3.99K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 40 $3.89K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 40 $3.89K <0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 40 $3.89K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 39 $3.8K <0.01% +24 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 36 $3.5K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 32 $3.12K <0.01% +12 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 33 $3K <0.01% 0 13F-HR Timeline Group Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 30 $2.92K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 28 $2.66K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 25 $2.45K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 25 $2.42K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 24 $2.34K <0.01% -16 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 24 $2.34K 0.11% -11 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 22 $2.14K <0.01% +11 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $1.85K <0.01% -1 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 17 $1.66K <0.01% new 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 12 $1.19K <0.01% 0 13F-HR Timeline