Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 230 $21.6K 0.01% +207 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 230 $21.6K 0.01% +207 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 229 $21.5K 0.01% +212 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 226 $21.2K 0.01% +205 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 223 $20.9K 0.01% +194 13F-HR Timeline Quarry LP More: the full row for Quarry LP 215 $20.2K <0.01% -219 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 215 $20.2K 0.01% +206 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 210 $20K <0.01% +181 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 210 $19.7K 0.01% +181 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 203 $19K <0.01% -94 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $18.8K <0.01% +180 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 200 $18.8K 0.01% +180 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 200 $18.8K 0.01% +185 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 200 $18.8K 0.01% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 195 $18.3K <0.01% -1,093 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 1,589 $16.9K 0.32% +249 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 180 $16.9K <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 180 $16.9K 0.01% +162 13F-HR/A Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 112 $16.7K 0.02% -69 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 175 $16.4K 0.01% +155 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 170 $15.9K <0.01% +153 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 166 $15.6K 0.01% 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 170 $15K <0.01% +153 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 150 $14.1K 0.07% +129 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 150 $14K <0.01% +140 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 147 $13.8K 0.01% +134 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 144 $13.5K <0.01% +133 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 140 $13.1K <0.01% +130 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 140 $13.1K 0.01% new 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 140 $13.1K 0.01% +126 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 140 $13K 0.01% +126 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 136 $12.8K <0.01% +132 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 135 $12.7K <0.01% +121 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 130 $12.2K <0.01% +88 13F-HR Timeline Security National Bank More: the full row for Security National Bank 130 $12.2K <0.01% +117 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 120 $11.3K 0.01% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 110 $10.3K <0.01% +98 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 100 $9.38K <0.01% +90 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 100 $9.38K <0.01% +90 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 100 $9.38K <0.01% new 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 100 $9.38K <0.01% +47 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 100 $9.38K <0.01% +90 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 100 $9.38K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 100 $9.38K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 100 $9.38K 0.01% +90 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 99 $9.28K 0.01% +95 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 90 $8.46K 0.01% +76 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 90 $8.44K 0.01% -156 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 80 $8K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 82 $7.69K <0.01% +81 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 80 $7.5K <0.01% +70 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 80 $7.5K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 80 $7.5K 0.01% 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 80 $7.5K 0.01% 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 80 $7.5K 0.01% +72 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 79 $7.41K 0.01% +70 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 75 $7.03K 0.01% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 70 $6.56K 0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 70 $6.56K 0.01% 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 70 $6.56K <0.01% +63 13F-HR Timeline BAYBAN More: the full row for BAYBAN 70 $6.56K 0.01% 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 70 $6.52K <0.01% 13F-HR Timeline Brooklands Fund Management Ltd More: the full row for Brooklands Fund Management Ltd 72 $6.01K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 62 $5.81K <0.01% +32 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 5,626 $5.63K <0.01% 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 60 $5.63K <0.01% +54 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 60 $5.63K <0.01% +51 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 60 $5.63K <0.01% +54 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 60 $5.63K <0.01% +29 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 58 $5.44K <0.01% +52 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 54 $5.03K <0.01% +49 13F-HR Timeline Group Bangor Savings Bank More: the full row for Bangor Savings Bank 50 $4.69K <0.01% +35 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 50 $4.69K <0.01% +45 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 50 $4.69K <0.01% +45 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 50 $4.69K <0.01% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 50 $4.69K <0.01% +45 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 50 $4.69K <0.01% new 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 50 $4.69K <0.01% 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 45 $4K <0.01% +18 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 40 $3.75K <0.01% +36 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 40 $3.75K <0.01% +26 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 40 $3.75K <0.01% +36 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 40 $3.75K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 40 $3.75K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 40 $3.75K <0.01% +36 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 40 $3.34K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 30 $2.81K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 23 $2.15K <0.01% +21 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 20 $2K <0.01% +18 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 20 $1.88K <0.01% +18 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 20 $1.88K <0.01% +18 13F-HR Timeline Trust Co More: the full row for Trust Co 20 $1.88K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 20 $1.88K <0.01% +18 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 20 $1.88K <0.01% new 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 20 $1.88K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 20 $1.88K <0.01% +18 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 20 $1.88K <0.01% 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 20 $1.88K <0.01% 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17 $1.59K <0.01% +10 13F-HR/A Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 10 $938 <0.01% +9 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 10 $938 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 10 $938 0.02% +9 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 10 $938 <0.01% 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 6 $563 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 659 $254 -15,132 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.