Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,135 $263K 0.21% 0 13F-HR Timeline Elmwood Wealth Management, Inc. More: the full row for Elmwood Wealth Management, Inc. 3,132 $263K 0.09% +525 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,103 $260K 0.1% -178 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 3,100 $260K 0.02% 0 13F-HR Timeline Tandem Investment Advisors, Inc. More: the full row for Tandem Investment Advisors, Inc. 3,101 $260K 0.01% +423 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 3,095 $260K 0.16% +204 13F-HR Timeline OAK HILL WEALTH ADVISORS, LLC More: the full row for OAK HILL WEALTH ADVISORS, LLC 3,085 $259K 0.05% -334 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 3,080 $258K 0.16% -1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 3,049 $258K 0.04% +305 13F-HR Timeline LIBERTY WEALTH MANAGEMENT LLC More: the full row for LIBERTY WEALTH MANAGEMENT LLC 3,071 $258K 0.04% -655 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,071 $258K 0.08% new 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,067 $257K 0.1% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 3,062 $257K 0.02% +25 13F-HR Timeline Whelan Financial More: the full row for Whelan Financial 3,061 $257K 0.08% new 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,055 $256K 0.08% +519 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 3,053 $256K 0.22% 0 13F-HR Timeline Holistic Financial Partners More: the full row for Holistic Financial Partners 3,052 $256K 0.1% +477 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,051 $256K 0.05% 0 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,048 $256K 0.15% -742 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,046 $256K 0.09% -3 13F-HR Timeline D.B. Root & Company, LLC More: the full row for D.B. Root & Company, LLC 3,041 $255K 0.06% +224 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,040 $255K 0.31% -10,973 13F-HR Timeline TriaGen Wealth Management LLC More: the full row for TriaGen Wealth Management LLC 3,037 $255K 0.07% -52 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 3,033 $255K 0.14% -62 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 3,028 $254K 0.09% -3,662 13F-HR Timeline Diametric Capital, LP More: the full row for Diametric Capital, LP 3,026 $254K 0.09% -846 13F-HR Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 3,026 $254K 0.13% -209 13F-HR/A Timeline Lorne Steinberg Wealth Management Inc. More: the full row for Lorne Steinberg Wealth Management Inc. 3,023 $254K 0.06% +400 13F-HR Timeline Hoxton Planning & Management, LLC More: the full row for Hoxton Planning & Management, LLC 3,020 $253K 0.08% +395 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 3,019 $253K 0.25% +15 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 3,014 $253K 0.04% -15,335 13F-HR Timeline Sterling Financial Planning, Inc. More: the full row for Sterling Financial Planning, Inc. 3,014 $253K 0.08% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 3,006 $252K 0.04% -390 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 3,004 $252K 0.25% -501 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,003 $252K 0.11% +155 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 3,003 $252K 0.15% -73 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 3,002 $252K 0.06% +286 13F-HR Timeline BUCKHEAD CAPITAL MANAGEMENT LLC More: the full row for BUCKHEAD CAPITAL MANAGEMENT LLC 2,997 $252K 0.09% -50 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 2,992 $251K 0.19% +1 13F-HR Timeline PRENTISS SMITH & CO INC More: the full row for PRENTISS SMITH & CO INC 2,990 $251K 0.14% 0 13F-HR Timeline Aspire Private Capital, LLC More: the full row for Aspire Private Capital, LLC 2,977 $250K 0.05% -1,085 13F-HR/A Timeline Ashurst Perkins Coie Trust Co More: the full row for Ashurst Perkins Coie Trust Co 2,970 $249K 0.05% -2,908 13F-HR Timeline SONATA CAPITAL GROUP INC More: the full row for SONATA CAPITAL GROUP INC 2,966 $249K 0.09% -1,397 13F-HR Timeline Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 2,961 $249K 0.03% +400 13F-HR Timeline Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 2,956 $248K 0.14% +86 13F-HR Timeline CAHABA WEALTH MANAGEMENT, INC. More: the full row for CAHABA WEALTH MANAGEMENT, INC. 2,955 $248K 0.02% +158 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 2,955 $248K 0.04% +189 13F-HR Timeline Group MQS Management LLC More: the full row for MQS Management LLC 2,954 $248K 0.14% new 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 2,952 $248K 0.13% +510 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 2,944 $247K 0.18% +1 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 2,928 $246K 0.14% new 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 2,927 $246K 0.07% +19 13F-HR Timeline AIRE ADVISORS, LLC More: the full row for AIRE ADVISORS, LLC 2,926 $246K 0.04% -213 13F-HR Timeline Cadent Capital Advisors, LLC More: the full row for Cadent Capital Advisors, LLC 2,918 $245K 0.06% new 13F-HR Timeline Tilson Financial Group, Inc. More: the full row for Tilson Financial Group, Inc. 2,917 $245K 0.08% -1 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 2,917 $245K 0.06% new 13F-HR Timeline Bellecapital International Ltd. More: the full row for Bellecapital International Ltd. 2,915 $245K 0.04% +300 13F-HR Timeline REIK & CO., LLC More: the full row for REIK & CO., LLC 2,914 $245K 0.06% 0 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 2,906 $244K 0.03% new 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,905 $244K 0.05% -253 13F-HR Timeline Guardian Partners Inc. More: the full row for Guardian Partners Inc. 2,695 $243K 0.02% 0 13F-HR Timeline Integris Wealth Management, LLC More: the full row for Integris Wealth Management, LLC 2,891 $243K 0.06% 0 13F-HR Timeline Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 2,889 $242K 0.14% new 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 2,885 $242K 0.07% +203 13F-HR Timeline Talisman Wealth Advisors LLC More: the full row for Talisman Wealth Advisors LLC 2,883 $242K 0.2% +198 13F-HR Timeline Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 2,883 $242K 0.02% new 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 2,417 $241K 0.35% 13F-HR Timeline Grandview Asset Management LLC More: the full row for Grandview Asset Management LLC 2,873 $241K 0.07% +2 13F-HR Timeline Lifestyle Asset Management, Inc. More: the full row for Lifestyle Asset Management, Inc. 2,871 $241K 0.08% new 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 2,870 $241K 0.02% -45 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,860 $240K 0.04% -102 13F-HR Timeline ETF Store, Inc. More: the full row for ETF Store, Inc. 2,859 $240K 0.25% +195 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 2,687 $240K 0.09% -23 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 2,852 $239K 0.02% +109 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 2,850 $239K 0.13% -500 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2,816 $239K 0.05% -88 13F-HR Timeline Blue Barn Wealth, LLC More: the full row for Blue Barn Wealth, LLC 2,842 $239K 0.1% +42 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 2,837 $238K 0.12% 0 13F-HR Timeline Valley Brook Capital Group, Inc. More: the full row for Valley Brook Capital Group, Inc. 2,836 $238K 0.16% 0 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 2,835 $238K 0.13% -74 13F-HR Timeline KELLY FINANCIAL GROUP LLC More: the full row for KELLY FINANCIAL GROUP LLC 2,807 $238K 0.06% +17 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2,825 $237K 0.03% -868 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,823 $237K 0.03% -70 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 2,822 $237K 0.02% +14 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 2,820 $237K 0.08% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 2,817 $236K 0.07% +1,934 13F-HR Timeline Kellett Wealth Advisors, LLC More: the full row for Kellett Wealth Advisors, LLC 2,816 $236K 0.14% -55 13F-HR Timeline AMARILLO NATIONAL BANK More: the full row for AMARILLO NATIONAL BANK 2,813 $236K 0.04% -100 13F-HR Timeline TigerOak Management, L.L.C. More: the full row for TigerOak Management, L.L.C. 2,806 $236K 0.07% -139 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 2,803 $235K 0.12% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 2,798 $235K 0.08% -51 13F-HR Timeline BLUE SQUARE ASSET MANAGEMENT, LLC More: the full row for BLUE SQUARE ASSET MANAGEMENT, LLC 2,793 $234K 0.1% 0 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 2,791 $234K 0.21% new 13F-HR Timeline Hills Bank & Trust Co in group Hills Bank & Trust Co More: the full row for Hills Bank & Trust Co 2,789 $234K 0.01% 0 13F-HR Timeline Group Obsidian Personal Planning Solutions LLC More: the full row for Obsidian Personal Planning Solutions LLC 2,718 $234K 0.08% -45 13F-HR Timeline Curran Financial Partners, LLC More: the full row for Curran Financial Partners, LLC 2,779 $233K 0.05% -55 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 2,778 $233K 0.16% new 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 2,775 $233K 0.1% -41 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 2,773 $233K 0.13% -70 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 2,765 $232K 0.01% new 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 2,625 $231K 0.08% +26 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 2,747 $231K 0.11% +14 13F-HR Timeline Vectors Research Management, LLC More: the full row for Vectors Research Management, LLC 2,745 $230K 0.07% 0 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 2,745 $230K 0.13% 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 2,743 $230K 0.16% +1,678 13F-HR Timeline Firestone Capital Management More: the full row for Firestone Capital Management 2,743 $230K 0.05% -97 13F-HR Timeline Prospect Financial Group LLC More: the full row for Prospect Financial Group LLC 2,742 $230K 0.22% -104 13F-HR Timeline VISTA INVESTMENT PARTNERS II, LLC More: the full row for VISTA INVESTMENT PARTNERS II, LLC 2,741 $230K 0.11% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,741 $230K 0.01% 0 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 2,726 $230K 0.07% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 2,731 $229K 0.07% new 13F-HR Timeline CFO4Life Group, LLC More: the full row for CFO4Life Group, LLC 2,721 $228K 0.03% new 13F-HR Timeline Stanley-Laman Group, Ltd. More: the full row for Stanley-Laman Group, Ltd. 2,718 $228K 0.03% -1,012 13F-HR Timeline Marks Group Wealth Management, Inc More: the full row for Marks Group Wealth Management, Inc 2,713 $228K 0.02% 0 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 2,712 $228K 0.14% new 13F-HR Timeline Rollins Financial Advisors, LLC More: the full row for Rollins Financial Advisors, LLC 2,706 $227K 0.03% +12 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 2,706 $227K 0.09% new 13F-HR Timeline DEROY & DEVEREAUX PRIVATE INVESTMENT CO… More: the full row for DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 2,703 $227K 0.01% -75 13F-HR Timeline Quantum Private Wealth, LLC More: the full row for Quantum Private Wealth, LLC 2,700 $227K 0.07% 0 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 2,698 $226K 0.04% -50 13F-HR Timeline JAG CAPITAL MANAGEMENT, LLC More: the full row for JAG CAPITAL MANAGEMENT, LLC 2,696 $226K 0.02% new 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 2,692 $226K 0.05% -76 13F-HR Timeline Moment Partners, LLC More: the full row for Moment Partners, LLC 2,691 $226K 0.04% -8 13F-HR Timeline Lanham O'Dell & Company, Inc. More: the full row for Lanham O'Dell & Company, Inc. 2,689 $226K 0.07% +12 13F-HR Timeline South Street Advisors LLC More: the full row for South Street Advisors LLC 2,687 $226K 0.03% new 13F-HR Timeline 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 2,686 $225K 0.02% -83 13F-HR Timeline Bey-Douglas LLC More: the full row for Bey-Douglas LLC 2,685 $225K 0.17% new 13F-HR Timeline FAMILY WEALTH PARTNERS, LLC More: the full row for FAMILY WEALTH PARTNERS, LLC 2,684 $225K 0.08% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 2,557 $225K 0.27% -128 13F-HR Timeline Torrey Growth & Income Advisors More: the full row for Torrey Growth & Income Advisors 2,668 $224K 0.07% 13F-HR Timeline LEGACY FINANCIAL GROUP, INC. More: the full row for LEGACY FINANCIAL GROUP, INC. 2,666 $224K 0.06% new 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 2,661 $223K 0.06% +4 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 2,660 $223K 0.12% -150 13F-HR Timeline AHL INVESTMENT MANAGEMENT, INC. More: the full row for AHL INVESTMENT MANAGEMENT, INC. 2,655 $223K 0.15% 0 13F-HR Timeline Triton Wealth Management, PLLC More: the full row for Triton Wealth Management, PLLC 2,610 $222K 0.08% +8 13F-HR Timeline Siligmueller & Norvid Wealth Advisors L… More: the full row for Siligmueller & Norvid Wealth Advisors LLC 2,650 $221K 0.1% new 13F-HR Timeline EWA, LLC More: the full row for EWA, LLC 2,630 $221K 0.06% new 13F-HR Timeline JSF Financial, LLC More: the full row for JSF Financial, LLC 2,623 $220K 0.05% -1,184 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 2,623 $220K 0.03% -753 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,610 $219K 0.15% +1,035 13F-HR Timeline CITY NATIONAL BANK OF FLORIDA /MSD More: the full row for CITY NATIONAL BANK OF FLORIDA /MSD 2,609 $219K 0.14% new 13F-HR Timeline Magnolia Private Wealth, LLC More: the full row for Magnolia Private Wealth, LLC 2,601 $218K 0.16% new 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 2,601 $218K 0.21% 0 13F-HR Timeline Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 2,601 $218K 0.18% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 2,600 $218K 0.08% 0 13F-HR Timeline Veery Capital, LLC More: the full row for Veery Capital, LLC 2,598 $218K 0.07% +6 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 2,597 $218K 0.03% new 13F-HR Timeline CONSILIO WEALTH ADVISORS, LLC More: the full row for CONSILIO WEALTH ADVISORS, LLC 2,581 $217K 0.07% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,574 $216K 0.03% -290 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 2,573 $216K 0.06% -602 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 2,565 $215K 0.08% -171 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 2,564 $215K 0.06% +26 13F-HR Timeline Shilanski & Associates, Inc. More: the full row for Shilanski & Associates, Inc. 2,563 $215K 0.06% new 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 2,565 $215K 0.01% 0 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 2,538 $215K 0.02% +12 13F-HR Timeline Yukon Wealth Management, Inc. More: the full row for Yukon Wealth Management, Inc. 2,556 $215K 0.07% new 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 2,549 $214K 0.04% -115 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 2,544 $214K 0.02% -309 13F-HR Timeline O'Keefe Stevens Advisory, Inc. More: the full row for O'Keefe Stevens Advisory, Inc. 2,544 $213K 0.06% 0 13F-HR Timeline Leslie Global Wealth, LLC More: the full row for Leslie Global Wealth, LLC 2,543 $213K 0.1% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 2,543 $213K 0.2% new 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 2,535 $213K 0.09% new 13F-HR Timeline Legacy Edge Advisors, LLC More: the full row for Legacy Edge Advisors, LLC 2,534 $213K 0.03% new 13F-HR Timeline Monument Group Wealth Advisors, LLC More: the full row for Monument Group Wealth Advisors, LLC 2,530 $212K 0.13% -327 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,454 $212K 0.06% -2,552 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,526 $212K 0.05% 0 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,530 $212K <0.01% +1,800 13F-HR Timeline Group ACADEMY CAPITAL MANAGEMENT More: the full row for ACADEMY CAPITAL MANAGEMENT 2,524 $212K 0.03% -16 13F-HR Timeline TRUST CO OF OKLAHOMA More: the full row for TRUST CO OF OKLAHOMA 2,524 $212K 0.06% -140 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 2,668 $211K 0.02% +19 13F-HR Timeline HARVEY CAPITAL MANAGEMENT INC More: the full row for HARVEY CAPITAL MANAGEMENT INC 2,500 $210K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. INDEPENDENT INVESTORS INC More: the full row for INDEPENDENT INVESTORS INC 2,500 $210K 0.04% new 13F-HR Timeline Holt Capital Advisors, L.L.C. dba Holt … More: the full row for Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 2,500 $210K 0.03% -700 13F-HR Timeline WAYCROSS PARTNERS, LLC More: the full row for WAYCROSS PARTNERS, LLC 2,500 $210K 0.02% -2,000 13F-HR Timeline ONE PLUS ONE WEALTH MANAGEMENT, LLC More: the full row for ONE PLUS ONE WEALTH MANAGEMENT, LLC 2,500 $210K 0.1% new 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 2,475 $210K 0.1% new 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 2,486 $209K 0.12% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 2,485 $209K 0.11% new 13F-HR Timeline Pasadena Private Wealth, LLC More: the full row for Pasadena Private Wealth, LLC 2,485 $209K 0.03% -100 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 2,483 $208K 0.03% -246 13F-HR Timeline American Trust Investment Advisors, LLC More: the full row for American Trust Investment Advisors, LLC 2,483 $208K 0.11% -840 13F-HR Timeline J. L. Bainbridge & Co., Inc. More: the full row for J. L. Bainbridge & Co., Inc. 2,481 $208K 0.02% new 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 2,478 $208K 0.02% -1,929 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 2,387 $207K 0.03% new 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 2,464 $207K 0.07% new 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 2,461 $207K 0.07% 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 2,460 $206K 0.14% 0 13F-HR Timeline Acorns Advisers, LLC More: the full row for Acorns Advisers, LLC 2,449 $206K <0.01% new 13F-HR Timeline Triune Financial Partners, LLC More: the full row for Triune Financial Partners, LLC 2,442 $205K 0.05% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 2,437 $205K 0.16% -341 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,288 $204K 0.02% +437 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 2,430 $204K 0.02% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 2,424 $203K 0.08% -114 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 2,422 $203K 0.11% -3,917 13F-HR Timeline Haven Private, LLC More: the full row for Haven Private, LLC 2,415 $203K 0.09% -896 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 2,413 $203K 0.09% -1,808 13F-HR Timeline Aspen Capital Management, LLC More: the full row for Aspen Capital Management, LLC 2,411 $202K 0.05% new 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2,411 $202K 0.01% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,410 $202K <0.01% -597 13F-HR Timeline Group ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 2,407 $202K 0.05% new 13F-HR Timeline