Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 1,517 $223K 0.11% 0 13F-HR Timeline GLOBALT Investments LLC / GA More: the full row for GLOBALT Investments LLC / GA 1,396 $222K 0.01% 0 13F-HR Timeline FIRST NATIONAL BANK SIOUX FALLS More: the full row for FIRST NATIONAL BANK SIOUX FALLS 1,395 $222K 0.08% +3 13F-HR Timeline Collaborative Wealth Managment Inc. More: the full row for Collaborative Wealth Managment Inc. 1,395 $222K 0.1% -17 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 1,395 $222K 0.02% -729 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 1,393 $222K 0.08% -11 13F-HR Timeline BRAVE ASSET MANAGEMENT INC More: the full row for BRAVE ASSET MANAGEMENT INC 1,386 $221K 0.06% +7 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 1,384 $220K 0.02% -66 13F-HR Timeline Capital Square, LLC More: the full row for Capital Square, LLC 1,398 $220K 0.12% new 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 1,381 $220K 0.07% -11 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 1,381 $220K 0.09% +200 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 1,379 $220K 0.18% -28 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 1,378 $219K 0.03% +49 13F-HR Timeline ACAS, LLC More: the full row for ACAS, LLC 1,400 $219K 0.15% new 13F-HR Timeline ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 1,376 $219K 0.01% 0 13F-HR Timeline GSG Advisors LLC More: the full row for GSG Advisors LLC 1,375 $219K 0.06% new 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 1,372 $218K 0.14% -53 13F-HR/A Timeline Prairie Sky Financial Group LLC More: the full row for Prairie Sky Financial Group LLC 1,370 $218K 0.12% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 1,369 $218K 0.08% new 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 1,368 $218K 0.09% -68 13F-HR Timeline Banque de Luxembourg S.A. More: the full row for Banque de Luxembourg S.A. 1,415 $217K 0.12% 0 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 1,365 $217K 0.06% new 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 1,364 $217K 0.08% -131 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 1,364 $217K 0.15% 0 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 1,363 $217K 0.05% new 13F-HR Timeline NATURAL INVESTMENTS, LLC More: the full row for NATURAL INVESTMENTS, LLC 1,368 $217K 0.06% -1,231 13F-HR Timeline Weil Company, Inc. 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More: the full row for Bill Few Associates, Inc. 1,348 $215K 0.06% 0 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 1,346 $214K 0.07% 0 13F-HR Timeline Hilton Capital Management, LLC More: the full row for Hilton Capital Management, LLC 1,346 $214K 0.02% -77 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,341 $214K 0.01% +30 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 1,337 $213K 0.09% -13,283 13F-HR Timeline Portland Global Advisors LLC More: the full row for Portland Global Advisors LLC 1,333 $212K 0.02% -30 13F-HR Timeline SCHWARTZ INVESTMENT COUNSEL INC More: the full row for SCHWARTZ INVESTMENT COUNSEL INC 1,332 $212K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,331 $212K 0.14% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,327 $211K 0.04% -177 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1,322 $211K 0.06% new 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 1,321 $210K 0.06% -90 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 1,320 $210K 0.09% 0 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 1,319 $210K 0.07% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 1,321 $210K 0.17% -147 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 1,317 $210K 0.14% 13F-HR Timeline Associated Banc-Corp in group Associated Banc-Corp More: the full row for Associated Banc-Corp 1,317 $210K 0.01% -327 13F-HR Timeline Group Vantage Financial Partners, LLC More: the full row for Vantage Financial Partners, LLC 1,315 $209K 0.05% +2 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 1,314 $209K 0.03% -18 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 1,310 $209K 0.29% -6,055 13F-HR Timeline Hubbell Strickland Wealth Management, L… More: the full row for Hubbell Strickland Wealth Management, LLC 1,310 $209K 0.09% +8 13F-HR Timeline LCNB CORP More: the full row for LCNB CORP 1,304 $208K 0.07% new 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 1,299 $207K 0.02% -33 13F-HR Timeline Phillips Wealth Planners LLC More: the full row for Phillips Wealth Planners LLC 1,296 $207K 0.19% new 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 1,296 $206K 0.05% new 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 1,295 $206K 0.15% -201 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,290 $205K 0.09% -12 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,290 $205K 0.13% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,287 $205K 0.14% +1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,286 $205K 0.05% -6 13F-HR Timeline Sterling Financial Group, Inc. More: the full row for Sterling Financial Group, Inc. 1,286 $205K 0.07% new 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 1,285 $205K 0.07% -885 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 1,285 $205K 0.04% -174 13F-HR Timeline CASCADE INVESTMENT GROUP, INC. More: the full row for CASCADE INVESTMENT GROUP, INC. 1,282 $204K 0.14% -235 13F-HR Timeline Breed's Hill Capital LLC More: the full row for Breed's Hill Capital LLC 1,280 $204K 0.1% new 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 1,279 $204K 0.03% -124 13F-HR Timeline North Berkeley Wealth Management, LLC More: the full row for North Berkeley Wealth Management, LLC 1,276 $203K 0.19% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,269 $203K 0.12% -87 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 1,305 $202K 0.12% new 13F-HR Timeline JUPITER ASSET MANAGEMENT LTD in group JUPITER ASSET MANAGEMENT LTD More: the full row for JUPITER ASSET MANAGEMENT LTD 1,268 $202K <0.01% -479,841 13F-HR Timeline Group OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 1,264 $201K 0.01% -111 13F-HR Timeline Financial Council, LLC More: the full row for Financial Council, LLC 1,261 $201K 0.1% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,228 $196K 0.03% -944 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 1,211 $193K 0.17% -50 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 1,203 $192K 0.05% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 1,201 $191K 0.15% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,178 $188K 0.02% -108 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,170 $186K 0.03% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,168 $186K 0.06% +831 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,157 $184K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 1,156 $184K 0.06% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,151 $183K 0.02% +23 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 1,150 $183K 0.17% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,141 $182K 0.02% -600 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,126 $179K 0.09% +26 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1,125 $179K 0.04% -1,645 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 1,125 $179K 0.09% +21 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,117 $178K 0.13% +966 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,106 $176K 0.04% -66 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,102 $176K 0.03% -100 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 1,078 $172K 0.12% +83 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 1,071 $171K 0.16% -673 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,066 $170K 0.08% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,042 $166K 0.02% +534 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,033 $165K 0.05% -7 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,028 $164K 0.07% -20 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 1,012 $161K <0.01% -34,467 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 1,011 $161K <0.01% +104 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,003 $160K 0.03% +99 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 1,000 $159K 0.14% 0 13F-HR Timeline Generali Investments Towarzystwo Fundus… in group Generali Powszechne Towarzyst… More: the full row for Generali Investments Towarzystwo Funduszy Inwestycyjnych 1,000 $159K 0.08% new 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 1,000 $159K 0.09% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,070 $157K 0.13% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 980 $156K 0.03% +368 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 972 $155K 0.02% 0 13F-HR Timeline Group Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 968 $154K 0.19% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 975 $150K 0.05% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 908 $145K 0.04% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 932 $143K 0.06% 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 864 $138K 0.11% -120 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 857 $136K 0.05% -69 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 850 $135K 0.05% -300 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 846 $135K 0.1% +250 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 835 $133K 0.09% +171 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 820 $131K 0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 810 $129K 0.08% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 800 $127K 0.08% -38 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 789 $126K 0.03% +241 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 779 $124K <0.01% -525 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 755 $120K 0.01% +241 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 747 $119K <0.01% -88 13F-HR Timeline Group Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 746 $119K 0.03% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 724 $115K 0.05% +568 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 720 $115K 0.07% -562 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 701 $112K 0.08% -229 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 696 $111K <0.01% +2 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 693 $110K 0.02% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 693 $110K 0.03% -25 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 686 $109K 0.04% -36 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 685 $109K <0.01% -6,287 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 704 $108K 0.09% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 674 $107K <0.01% +141 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 659 $105K 0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 653 $104K 0.03% +21 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 654 $104K 0.05% -1,445 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 646 $103K 0.04% -207 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 644 $103K 0.09% -1,061 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 640 $102K 0.12% -14 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 635 $101K 0.01% -90 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 205 $100K 0.01% -339 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 612 $97.5K 0.05% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 607 $96.7K 0.05% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 604 $96.2K 0.04% +121 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 603 $96K 0.09% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 600 $95.6K 0.08% 0 13F-HR Timeline Virtus Investment Advisers, LLC group of 2 filers holding More: the full row for Virtus Investment Advisers, LLC 600 $95.6K -8,282 Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 596 $94.9K 0.05% +524 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 595 $94.8K 0.01% -226 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 594 $94.6K 0.03% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 594 $94.6K 0.04% -24 13F-HR/A Timeline Group Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 561 $89.3K 1.35% +255 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 560 $89.2K 0.03% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 556 $88.5K 0.08% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 548 $87K 0.04% +500 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 580 $85.2K 0.02% -92 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 533 $84.9K 0.05% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 521 $83K 0.06% +53 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 519 $82.7K 0.07% -161 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 518 $82.5K 0.08% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 498 $79.3K <0.01% -14 13F-HR Timeline City State Bank More: the full row for City State Bank 487 $77.6K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 482 $76.8K 0.03% -39 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 466 $74.2K 0.02% -47 13F-HR Timeline Bellevue Group AG in group Bellevue Group AG More: the full row for Bellevue Group AG 447 $71.2K <0.01% 0 13F-HR Timeline Group PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 446 $71.2K 0.02% -282 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 440 $70.1K 0.04% +16 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 441 $70K 0.02% +63 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 430 $68K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 426 $67.8K 0.05% -91 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 408 $65K 0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 406 $64.7K 0.02% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 405 $64.5K <0.01% +149 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 403 $64.1K 0.05% +33 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 400 $63.7K 0.06% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 400 $63.7K 0.03% +399 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 400 $63.7K 0.05% +34 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 395 $62.9K 0.06% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 393 $62K 0.02% +15 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 382 $60.8K 0.01% -291 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 372 $59.2K <0.01% 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 365 $58.1K 0.01% -46 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 354 $56.4K 0.03% +22 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 350 $55.7K 0.03% -225 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 344 $54.8K 0.02% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 340 $54.1K 0.04% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 338 $53.9K 0.02% +22 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 337 $53.7K 0.05% -13 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 332 $52.9K 0.01% +35 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 327 $52.1K <0.01% 0 13F-HR Timeline Livelsberger Financial Advisory More: the full row for Livelsberger Financial Advisory 324 $51.6K 1% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 323 $51.5K 0.02% -599 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 312 $49.7K 0.01% +171 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 311 $49.6K 0.03% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 306 $48.7K 0.01% 0 13F-HR Timeline Group Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 304 $48.4K 0.01% +2 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 300 $47.8K 0.03% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $47.8K 0.03% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 295 $47K 0.02% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 294 $46.8K 0.03% +24 13F-HR Timeline