GRANDFIELD & DODD, LLC More: the full row for GRANDFIELD & DODD, LLC 828 $485K 0.03% +175 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 827 $484K 0.21% 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 826 $484K 0.08% -24 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 826 $484K 0.46% 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 824 $483K 0.04% +75 13F-HR Timeline Lansing Street Advisors More: the full row for Lansing Street Advisors 822 $481K 0.17% +48 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 822 $481K 1.1% -12 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 820 $480K 0.39% 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 770 $480K 0.26% +164 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 819 $480K 0.04% +128 13F-HR Timeline Legacy Wealth Management, LLC More: the full row for Legacy Wealth Management, LLC 819 $480K 0.03% +12 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 819 $480K 0.13% -152 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 818 $479K 0.05% +19 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 818 $479K 0.26% +103 13F-HR Timeline RAINEY & RANDALL WEALTH ADVISORS INC. More: the full row for RAINEY & RANDALL WEALTH ADVISORS INC. 817 $478K 0.09% +53 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 816 $478K 0.28% -24 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 772 $477K 0.07% -5 13F-HR Timeline Roberts Wealth Advisors, LLC More: the full row for Roberts Wealth Advisors, LLC 773 $477K 0.14% +70 13F-HR Timeline Hobbs Wealth Management, LLC More: the full row for Hobbs Wealth Management, LLC 812 $475K 0.54% 13F-HR Timeline Hidden Cove Wealth Management, LLC More: the full row for Hidden Cove Wealth Management, LLC 810 $474K 0.39% 13F-HR Timeline C2C Wealth Management, LLC More: the full row for C2C Wealth Management, LLC 810 $474K 0.44% 0 13F-HR Timeline Citadel Investment Advisory, Inc. More: the full row for Citadel Investment Advisory, Inc. 810 $474K 0.25% 0 13F-HR Timeline Fortis Advisors, LLC More: the full row for Fortis Advisors, LLC 809 $474K 0.31% -27 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 809 $474K 0.18% -38 13F-HR Timeline CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 807 $473K 0.07% -64 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY FORGE INVESTMENT CONSULTANTS INC… More: the full row for VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 806 $472K 0.16% +278 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 806 $472K 0.09% +326 13F-HR Timeline MKT Advisors LLC More: the full row for MKT Advisors LLC 769 $471K 0.21% +65 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 805 $471K 0.1% +8 13F-HR Timeline Summit Asset Management, LLC More: the full row for Summit Asset Management, LLC 804 $471K 0.08% +8 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 802 $470K 0.17% +178 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 801 $469K 0.04% +41 13F-HR Timeline Lattice Capital Management, LLC More: the full row for Lattice Capital Management, LLC 800 $468K 0.39% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 800 $468K 0.34% 0 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 799 $468K 0.14% +200 13F-HR Timeline Echo Wealth Management, LLC More: the full row for Echo Wealth Management, LLC 799 $468K 0.32% -34 13F-HR Timeline LEIGH BALDWIN & CO., LLC More: the full row for LEIGH BALDWIN & CO., LLC 799 $468K 0.39% 13F-HR/A Timeline LVM CAPITAL MANAGEMENT LTD/MI More: the full row for LVM CAPITAL MANAGEMENT LTD/MI 796 $466K 0.05% +91 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 789 $462K 0.19% +16 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 787 $461K 0.36% 0 13F-HR Timeline Brueske Advisory Services, LLC More: the full row for Brueske Advisory Services, LLC 784 $459K 0.41% 13F-HR Timeline VERUS WEALTH MANAGEMENT, LLC More: the full row for VERUS WEALTH MANAGEMENT, LLC 784 $459K 0.51% 13F-HR/A Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 782 $458K 0.37% 13F-HR Timeline Gibraltar Capital Management, Inc. 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More: the full row for Heritage Investment Group, Inc. 685 $401K 0.07% -7 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 683 $400K 0.31% 0 13F-HR Timeline TSA Wealth Managment LLC More: the full row for TSA Wealth Managment LLC 683 $400K 0.16% -19 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 682 $399K 0.28% 0 13F-HR Timeline Willow Creek Wealth Management Inc. More: the full row for Willow Creek Wealth Management Inc. 682 $399K 0.04% -63 13F-HR Timeline Second Half Financial Partners, LLC More: the full row for Second Half Financial Partners, LLC 680 $398K 0.19% -547 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 678 $397K 0.01% -31 13F-HR Timeline FIRST NATIONAL BANK & TRUST CO OF NEWTO… More: the full row for FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 677 $396K 0.08% 0 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 676 $396K 0.13% +40 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 675 $395K 0.23% 0 13F-HR Timeline Ranch Capital Advisors Inc. More: the full row for Ranch Capital Advisors Inc. 675 $395K 0.19% -19 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 671 $393K 0.16% 13F-HR Timeline Waterfront Wealth Inc. 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More: the full row for Yeomans Consulting Group, Inc. 625 $366K 0.14% +87 13F-HR Timeline Pettinga Financial Advisors LLC More: the full row for Pettinga Financial Advisors LLC 622 $364K 0.08% +1 13F-HR Timeline