FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA… More: the full row for FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 5,021 $320K 0.03% +273 13F-HR Timeline SYMMETRY PEAK MANAGEMENT LLC More: the full row for SYMMETRY PEAK MANAGEMENT LLC 5,000 $319K 6.72% new 13F-HR Timeline CONWAY CAPITAL MANAGEMENT, INC. More: the full row for CONWAY CAPITAL MANAGEMENT, INC. 4,997 $318K 0.14% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 4,997 $318K 0.23% -36 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 4,988 $318K 0.04% -3,464 13F-HR Timeline Checchi Capital Advisers, LLC More: the full row for Checchi Capital Advisers, LLC 4,954 $316K 0.02% -1,307 13F-HR Timeline SBE LLC DBA CEDAR COVE WEALTH PARTNERS More: the full row for SBE LLC DBA CEDAR COVE WEALTH PARTNERS 4,954 $316K 0.16% 13F-HR Timeline Great Diamond Partners, LLC More: the full row for Great Diamond Partners, LLC 4,938 $315K 0.06% +15 13F-HR Timeline Miller Financial Services LLC More: the full row for Miller Financial Services LLC 4,927 $314K 0.37% -175 13F-HR Timeline BBR PARTNERS, LLC More: the full row for BBR PARTNERS, LLC 4,924 $314K 0.02% +284 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 4,924 $314K 0.04% +322 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,826 $314K 0.05% -1,409 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 4,923 $314K 0.02% 0 13F-HR Timeline Accurate Wealth Management, LLC More: the full row for Accurate Wealth Management, LLC 4,757 $314K 0.04% +13 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 4,920 $313K 0.17% 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,918 $313K 0.21% +1,502 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 4,928 $313K 0.05% +28 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 4,898 $312K 0.07% +4,023 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 4,890 $312K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alliance Private Wealth, LLC More: the full row for Alliance Private Wealth, LLC 5,093 $310K 0.11% 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 4,859 $310K 0.01% -127 13F-HR Timeline ODonnell Financial Services, LLC More: the full row for ODonnell Financial Services, LLC 4,849 $309K 0.11% new 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 4,847 $309K 0.02% -369 13F-HR Timeline DIAMANT ASSET MANAGEMENT, INC. More: the full row for DIAMANT ASSET MANAGEMENT, INC. 4,836 $308K 0.22% 0 13F-HR Timeline SEARLE & CO. More: the full row for SEARLE & CO. 4,835 $308K 0.08% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 4,822 $307K 0.06% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,802 $306K 0.02% +179 13F-HR Timeline Progressive Investment Management Corp More: the full row for Progressive Investment Management Corp 4,800 $306K 0.07% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4,781 $305K 0.01% -1,101 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4,778 $304K 0.21% +65 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 4,773 $304K 0.08% -163 13F-HR Timeline Miller Investment Management, LP More: the full row for Miller Investment Management, LP 4,771 $304K 0.03% 0 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 4,769 $304K 0.02% new 13F-HR Timeline Peak Asset Management, LLC More: the full row for Peak Asset Management, LLC 4,752 $303K 0.05% 0 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 4,744 $302K 0.11% -427 13F-HR Timeline Wealth Advisory Solutions, LLC More: the full row for Wealth Advisory Solutions, LLC 4,743 $302K 0.07% -15,954 13F-HR Timeline RNC CAPITAL MANAGEMENT LLC More: the full row for RNC CAPITAL MANAGEMENT LLC 4,740 $302K 0.01% -4,174 13F-HR Timeline Aprio Wealth Management, LLC More: the full row for Aprio Wealth Management, LLC 4,718 $302K 0.02% +406 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 4,730 $301K 0.25% +1,000 13F-HR Timeline Bank of Marin More: the full row for Bank of Marin 4,730 $301K 0.21% -291 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4,716 $300K 0.02% -399 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 4,713 $300K 0.02% -1,010 13F-HR Timeline J. R. Prunier Capital Management LLC More: the full row for J. R. Prunier Capital Management LLC 4,704 $300K 0.12% 13F-HR Timeline Arrowroot Family Office, LLC More: the full row for Arrowroot Family Office, LLC 4,685 $298K 0.11% +38 13F-HR Timeline BCGM Wealth Management, LLC More: the full row for BCGM Wealth Management, LLC 4,676 $298K 0.08% +1,500 13F-HR Timeline HEADINVEST, LLC More: the full row for HEADINVEST, LLC 4,674 $298K 0.06% +305 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 4,661 $297K 0.11% -1,300 13F-HR Timeline Group Creegan & Nassoura Financial Group, LLC More: the full row for Creegan & Nassoura Financial Group, LLC 4,650 $296K 0.19% 0 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 4,640 $296K 0.02% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 4,645 $296K 0.08% -50 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4,610 $296K 0.29% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 4,637 $295K 0.1% +31 13F-HR Timeline Massar Capital Management, LP More: the full row for Massar Capital Management, LP 4,632 $295K 0.06% new 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,625 $295K 0.02% +355 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 4,616 $294K 0.02% -830 13F-HR Timeline Qtron Investments LLC More: the full row for Qtron Investments LLC 4,610 $294K 0.04% 0 13F-HR Timeline Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 4,608 $294K 0.02% +7 13F-HR Timeline MONARCH CAPITAL MANAGEMENT INC More: the full row for MONARCH CAPITAL MANAGEMENT INC 4,570 $293K 0.07% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,585 $292K 0.07% -3,458 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 4,584 $292K 0.01% -346 13F-HR/A Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 4,577 $292K 0.07% -487 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 4,765 $292K 0.02% +1,016 13F-HR Timeline US Asset Management LLC More: the full row for US Asset Management LLC 4,565 $291K 0.24% -34 13F-HR Timeline Panoramic Capital Partners, LLC More: the full row for Panoramic Capital Partners, LLC 4,560 $291K 0.18% -7 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 4,531 $289K 0.04% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 4,513 $287K 0.01% -239 13F-HR Timeline Tarbox Family Office, Inc. More: the full row for Tarbox Family Office, Inc. 4,511 $287K 0.05% -144 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 4,500 $287K 0.06% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 4,500 $287K 0.06% 0 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 4,486 $286K 0.19% -3,728 13F-HR/A Timeline Group FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 4,479 $285K 0.01% new 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 4,505 $285K 0.01% -417 13F-HR Timeline Meridian Wealth Advisors, LLC More: the full row for Meridian Wealth Advisors, LLC 4,457 $284K 0.04% -365 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,449 $283K 0.01% new 13F-HR Timeline DMC Group, LLC More: the full row for DMC Group, LLC 4,446 $283K 0.19% +840 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 4,444 $283K 0.03% +63 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 4,442 $283K 0.2% +997 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 4,440 $283K 0.03% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 4,357 $282K 0.02% -146 13F-HR Timeline FIDEURAM - INTESA SANPAOLO PRIVATE BANK… More: the full row for FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 4,412 $281K 0.01% 13F-HR/A Timeline Capital Investment Management, Inc. More: the full row for Capital Investment Management, Inc. 4,412 $281K 0.1% 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 4,411 $281K 0.04% -53 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 4,389 $280K 0.01% -292 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 4,383 $279K 0.02% +375 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 4,376 $279K 0.1% -4,736 13F-HR Timeline ADELL HARRIMAN & CARPENTER INC More: the full row for ADELL HARRIMAN & CARPENTER INC 4,370 $278K 0.02% +838 13F-HR Timeline Yoffe Investment Management, LLC More: the full row for Yoffe Investment Management, LLC 4,363 $278K 0.35% +1 13F-HR Timeline FUKOKU MUTUAL LIFE INSURANCE Co More: the full row for FUKOKU MUTUAL LIFE INSURANCE Co 4,342 $277K 0.02% -125 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 4,329 $276K 0.12% +475 13F-HR Timeline HAMEL ASSOCIATES, INC. More: the full row for HAMEL ASSOCIATES, INC. 4,320 $275K 0.08% +395 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 4,314 $275K 0.03% -125 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 4,298 $274K 0.08% new 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 4,291 $273K 0.01% -69 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 4,287 $273K 0.01% -188,118 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 4,287 $273K 0.1% +2,301 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 4,280 $273K 0.01% -330 13F-HR Timeline BNC WEALTH MANAGEMENT, LLC More: the full row for BNC WEALTH MANAGEMENT, LLC 4,273 $272K 0.07% -326 13F-HR Timeline DEFINED WEALTH MANAGEMENT, LLC More: the full row for DEFINED WEALTH MANAGEMENT, LLC 4,260 $271K 0.16% -35 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 4,257 $271K 0.08% -915 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4,244 $270K 0.03% new 13F-HR Timeline Kenora Financial, LLC More: the full row for Kenora Financial, LLC 4,238 $270K 0.09% 0 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 4,237 $270K 0.03% -1,202 13F-HR Timeline Fort Point Capital Partners LLC More: the full row for Fort Point Capital Partners LLC 4,169 $269K 0.03% +1 13F-HR Timeline VIRTUE ASSET MANAGEMENT LLC More: the full row for VIRTUE ASSET MANAGEMENT LLC 4,224 $269K 0.21% 0 13F-HR Timeline Reynders McVeigh Capital Management, LLC More: the full row for Reynders McVeigh Capital Management, LLC 4,224 $269K 0.01% -195 13F-HR Timeline SS&H Financial Advisors, Inc. More: the full row for SS&H Financial Advisors, Inc. 4,218 $269K 0.08% -6,000 13F-HR Timeline Arkos Global Advisors More: the full row for Arkos Global Advisors 4,214 $268K 0.03% -53 13F-HR Timeline Capstone Capital Management Ltd More: the full row for Capstone Capital Management Ltd 4,202 $268K 0.26% 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 4,200 $268K 0.08% -500 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,190 $267K 0.05% +613 13F-HR Timeline Texas Bank & Trust Co More: the full row for Texas Bank & Trust Co 4,176 $266K 0.1% -78 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 4,259 $266K 0.06% -1,113 13F-HR Timeline Profit Investment Management, LLC More: the full row for Profit Investment Management, LLC 4,165 $265K 1.07% -350 13F-HR Timeline First Interstate Bank More: the full row for First Interstate Bank 4,158 $265K 0.01% -2,628 13F-HR Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 4,157 $265K 0.04% -820 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 4,150 $264K 0.02% new 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 4,134 $263K 0.1% -389 13F-HR Timeline Private Capital Management, LLC More: the full row for Private Capital Management, LLC 4,114 $262K 0.02% new 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 4,101 $261K 0.04% +136 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 4,087 $261K 0.01% -167 13F-HR/A Timeline Group United Advisor Group, LLC More: the full row for United Advisor Group, LLC 4,089 $261K 0.03% new 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 4,075 $260K 0.11% +1,350 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,071 $259K 0.02% +606 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 4,040 $257K 0.08% +392 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 4,038 $257K 0.01% +976 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 4,026 $257K 0.07% 13F-HR Timeline Group BigSur Wealth Management LLC More: the full row for BigSur Wealth Management LLC 4,000 $256K 0.06% 0 13F-HR Timeline Financial Planning Hawaii, Inc. More: the full row for Financial Planning Hawaii, Inc. 4,000 $255K 0.15% 13F-HR Timeline MASSACHUSETTS FINANCIAL SERVICES CO /MA/ in group MASSACHUSETTS FINANCIAL SERVI… More: the full row for MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 3,978 $253K <0.01% +163 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 3,976 $253K 0.04% -49 13F-HR Timeline FULTON BREAKEFIELD BROENNIMAN LLC More: the full row for FULTON BREAKEFIELD BROENNIMAN LLC 3,975 $253K 0.02% -305 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 3,973 $253K 0.02% +110 13F-HR Timeline Cornerstone Wealth Management, LLC More: the full row for Cornerstone Wealth Management, LLC 3,970 $253K 0.01% +169 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 3,957 $252K <0.01% new 13F-HR Timeline Group Everhart Financial Group, Inc. More: the full row for Everhart Financial Group, Inc. 3,947 $251K 0.02% +822 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 3,917 $251K 0.06% 0 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 3,924 $250K 0.01% -1,675 13F-HR Timeline Triad Wealth Partners, LLC More: the full row for Triad Wealth Partners, LLC 3,904 $249K 0.02% -1,185 13F-HR Timeline Columbia Bank More: the full row for Columbia Bank 3,892 $248K 0.07% -2,158 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 3,885 $248K 0.01% +1,860 13F-HR Timeline Penbrook Management LLC More: the full row for Penbrook Management LLC 3,885 $248K 0.17% -50 13F-HR Timeline Gambit Capital Management, LLC More: the full row for Gambit Capital Management, LLC 3,875 $247K 0.18% 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 3,859 $246K 0.16% -258 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 3,841 $245K 0.01% -452 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 3,840 $245K 0.05% -991 13F-HR Timeline Oakmont Investment Advisors, Inc. More: the full row for Oakmont Investment Advisors, Inc. 3,832 $244K 0.18% 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,826 $244K 0.02% +36 13F-HR Timeline Mystic Asset Management, Inc. More: the full row for Mystic Asset Management, Inc. 3,822 $244K 0.06% -873 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 3,820 $243K 0.08% 0 13F-HR Timeline CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 3,802 $242K 0.01% new 13F-HR Timeline WESCAP Management Group, Inc. More: the full row for WESCAP Management Group, Inc. 3,798 $242K 0.05% 0 13F-HR Timeline Rodgers Brothers Inc. More: the full row for Rodgers Brothers Inc. 3,792 $242K 0.03% +15 13F-HR Timeline WD RUTHERFORD LLC More: the full row for WD RUTHERFORD LLC 3,790 $241K 0.1% new 13F-HR Timeline STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,771 $240K 0.04% -287 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 3,722 $239K 0.13% +558 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,734 $238K 0.09% -163 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,725 $237K 0.08% +419 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 3,721 $237K 0.01% -247 13F-HR Timeline Group Diligent Investors, LLC More: the full row for Diligent Investors, LLC 3,719 $237K 0.06% +153 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 3,699 $235K 0.06% 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 3,671 $234K 0.01% -313 13F-HR Timeline SILVERLAKE WEALTH MANAGEMENT LLC More: the full row for SILVERLAKE WEALTH MANAGEMENT LLC 3,663 $233K 0.05% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 3,655 $233K 0.01% +22 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 3,625 $231K 0.02% new 13F-HR Timeline TSG Advice Partners, LLC More: the full row for TSG Advice Partners, LLC 3,622 $231K 0.04% 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 3,617 $230K 0.02% new 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 3,580 $228K 0.02% +283 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 3,579 $228K 0.04% -2 13F-HR Timeline May Hill Capital, LLC More: the full row for May Hill Capital, LLC 3,572 $228K 0.06% new 13F-HR/A Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,564 $227K 0.03% -406 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 3,563 $227K 0.01% new 13F-HR Timeline Axim Planning & Wealth More: the full row for Axim Planning & Wealth 3,552 $226K 0.24% new 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 3,545 $226K 0.03% +57 13F-HR Timeline SCHMIDT P J INVESTMENT MANAGEMENT INC More: the full row for SCHMIDT P J INVESTMENT MANAGEMENT INC 3,538 $225K 0.04% -1,400 13F-HR Timeline Pacific Sage Partners, LLC More: the full row for Pacific Sage Partners, LLC 3,537 $225K 0.04% -53 13F-HR Timeline Aerodigm Wealth, LLC More: the full row for Aerodigm Wealth, LLC 3,534 $225K 0.09% 0 13F-HR/A Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 3,532 $225K 0.01% -477 13F-HR Timeline TrustBank in group TrustBank More: the full row for TrustBank 3,528 $225K 0.09% 13F-HR Timeline Group Aegis Wealth Management LLC More: the full row for Aegis Wealth Management LLC 3,524 $225K 0.13% -206 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3,519 $224K 0.07% 0 13F-HR Timeline Gilman Hill Asset Management, LLC More: the full row for Gilman Hill Asset Management, LLC 3,500 $223K 0.04% 0 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 3,496 $223K 0.14% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BANK OF HAWAII More: the full row for BANK OF HAWAII 3,495 $223K 0.01% new 13F-HR Timeline Stephenson & Company, Inc. More: the full row for Stephenson & Company, Inc. 3,482 $222K 0.12% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 3,478 $222K 0.14% 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 3,473 $221K 0.02% -135 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 3,466 $221K 0.13% +185 13F-HR Timeline JEPPSON WEALTH MANAGEMENT, LLC More: the full row for JEPPSON WEALTH MANAGEMENT, LLC 3,456 $220K 0.07% +239 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,451 $220K 0.12% -100 13F-HR Timeline CATALYST FINANCIAL PARTNERS LLC More: the full row for CATALYST FINANCIAL PARTNERS LLC 3,438 $219K 0.02% -258 13F-HR Timeline Arcataur Capital Management LLC More: the full row for Arcataur Capital Management LLC 3,430 $219K 0.06% +70 13F-HR Timeline Wealth Group, Ltd. More: the full row for Wealth Group, Ltd. 3,422 $218K 0.21% 13F-HR Timeline Mullooly Asset Management, Inc. More: the full row for Mullooly Asset Management, Inc. 3,418 $218K 0.08% +19 13F-HR Timeline Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 3,416 $218K 0.14% -238 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 3,416 $218K 0.07% -650 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 3,413 $217K 0.07% -1,142 13F-HR Timeline One68 Global Capital, LLC More: the full row for One68 Global Capital, LLC 3,400 $217K 2.55% +400 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,394 $216K 0.09% new 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 3,392 $216K 0.02% new 13F-HR/A Timeline Aspire Capital Advisors LLC More: the full row for Aspire Capital Advisors LLC 3,390 $216K 0.05% +18 13F-HR Timeline