MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 9,033 $328K 0.02% new 13F-HR Timeline INSIGNEO ADVISORY SERVICES, LLC More: the full row for INSIGNEO ADVISORY SERVICES, LLC 8,990 $326K 0.01% +311 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 8,939 $324K 0.09% -8,691 13F-HR Timeline EJMK Ventures LLC More: the full row for EJMK Ventures LLC 8,919 $323K 0.15% -2,187 13F-HR Timeline WALTER & KEENAN WEALTH MANAGEMENT LLC /… More: the full row for WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 8,800 $319K 0.08% -3 13F-HR Timeline American Trust More: the full row for American Trust 8,784 $318K 0.02% +232 13F-HR Timeline Guardian Wealth Advisors, LLC More: the full row for Guardian Wealth Advisors, LLC 8,782 $318K 0.16% -51 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 8,712 $318K 0.15% +1,036 13F-HR Timeline PANORAMIC INVESTMENT ADVISORS, LLC More: the full row for PANORAMIC INVESTMENT ADVISORS, LLC 8,712 $316K 0.15% +436 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 8,692 $315K 0.14% +10 13F-HR Timeline STERLING INVESTMENT MANAGEMENT, LLC More: the full row for STERLING INVESTMENT MANAGEMENT, LLC 8,662 $314K 0.17% -235 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 8,613 $312K 0.04% +5 13F-HR Timeline Planned Solutions, Inc. More: the full row for Planned Solutions, Inc. 8,606 $312K 0.09% +136 13F-HR Timeline Glaxis Capital Management, LLC More: the full row for Glaxis Capital Management, LLC 8,588 $311K 0.63% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 8,528 $309K 0.14% +360 13F-HR Timeline Pine Haven Investment Counsel, Inc More: the full row for Pine Haven Investment Counsel, Inc 8,422 $305K 0.21% 0 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 8,415 $305K 0.05% +156 13F-HR Timeline Flower City Capital More: the full row for Flower City Capital 8,388 $304K 0.13% 0 13F-HR Timeline FIDUCIENT ADVISORS LLC More: the full row for FIDUCIENT ADVISORS LLC 8,313 $301K 0.04% +11 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 8,226 $300K 0.22% +305 13F-HR Timeline Joseph P. Lucia & Associates, LLC More: the full row for Joseph P. Lucia & Associates, LLC 8,164 $296K 0.09% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 8,177 $296K 0.03% -290 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 8,160 $296K 0.05% +10 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 8,160 $296K <0.01% 0 13F-HR Timeline Group VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 8,099 $294K 0.06% -28 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 8,091 $293K 0.06% new 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 8,060 $292K 0.27% +9 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 8,037 $291K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 7,978 $289K 0.02% 0 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 7,949 $288K +662 Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 7,934 $288K <0.01% -19,699 13F-HR/A Timeline Group MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 7,933 $288K 0.09% -149 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,921 $287K <0.01% +1,085 13F-HR Timeline SIGMA INVESTMENT COUNSELORS INC More: the full row for SIGMA INVESTMENT COUNSELORS INC 7,904 $287K 0.01% -70 13F-HR Timeline Snider Financial Group More: the full row for Snider Financial Group 7,874 $286K 0.07% -548 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 7,752 $281K 0.1% -155 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 7,740 $281K 0.02% -2,832 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 7,726 $280K <0.01% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 7,655 $278K 0.18% 0 13F-HR Timeline Factor Wealth Management LTD More: the full row for Factor Wealth Management LTD 7,635 $277K 0.04% -912 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 7,603 $276K <0.01% new 13F-HR Timeline Group Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 7,602 $276K 0.01% -55 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 7,540 $273K 0.2% -1,135 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 7,499 $272K 0.02% +280 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7,433 $270K 0.06% +7,346 13F-HR Timeline Stone Summit Wealth LLC More: the full row for Stone Summit Wealth LLC 7,420 $269K 0.07% -402 13F-HR Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 7,307 $265K 0.01% -632 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 7,249 $263K 0.22% 0 13F-HR Timeline Elite Life Management LLC More: the full row for Elite Life Management LLC 7,162 $263K 0.31% +1,137 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 7,190 $261K <0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 7,146 $259K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 7,113 $258K 0.01% +19 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 7,098 $257K 0.01% +1,000 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 7,066 $256K 0.1% -3,535 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 7,047 $256K 0.17% +271 13F-HR Timeline RHS Financial, LLC More: the full row for RHS Financial, LLC 6,992 $254K 0.1% -31 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 6,942 $252K 0.01% -2,147 13F-HR Timeline Liberty Capital Management, Inc. More: the full row for Liberty Capital Management, Inc. 6,919 $251K 0.04% 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 6,912 $251K 0.11% +471 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 6,851 $248K 0.03% -1,302 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 6,741 $248K 0.13% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6,826 $248K 0.06% -2,278 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,789 $246K 0.02% -1,813 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 6,786 $246K 0.02% new 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 6,767 $245K 0.04% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 6,754 $245K 0.07% -1,375 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 6,754 $245K 0.05% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 6,742 $244K 0.07% -173 13F-HR Timeline Peterson Wealth Advisors, LLC More: the full row for Peterson Wealth Advisors, LLC 6,701 $243K 0.03% +7 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 6,694 $243K <0.01% -19 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 6,682 $242K <0.01% new 13F-HR Timeline Group WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 6,609 $240K 0.01% +92 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,607 $240K 0.03% -25 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 6,596 $239K 0.04% +151 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,596 $239K 0.04% new 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 6,571 $238K 0.18% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 6,490 $235K 0.05% 0 13F-HR Timeline Carter Financial Group, INC. More: the full row for Carter Financial Group, INC. 6,410 $232K 0.12% -6 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 6,400 $232K 0.01% 0 13F-HR Timeline WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 6,400 $232K 0.04% 0 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 6,377 $231K 0.17% -4 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 6,320 $229K 0.01% +7 13F-HR Timeline Pacific Asset Management, LLC More: the full row for Pacific Asset Management, LLC 6,320 $229K 0.11% +8 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 6,312 $229K 0.01% -2,012 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 6,305 $229K 0.03% 0 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 6,221 $226K 0.03% -10 13F-HR Timeline FELL CAPITAL MANAGEMENT /ADV More: the full row for FELL CAPITAL MANAGEMENT /ADV 6,200 $225K 0.19% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 6,184 $224K 0.03% -425 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 6,161 $223K 0.12% +5 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 6,119 $222K <0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 6,077 $220K 0.03% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6,071 $220K 0.05% 0 13F-HR Timeline Ethic Inc. More: the full row for Ethic Inc. 6,069 $220K <0.01% new 13F-HR Timeline CGN Advisors LLC More: the full row for CGN Advisors LLC 6,055 $220K 0.02% -19 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 6,043 $219K 0.01% new 13F-HR Timeline Peak Financial Management, Inc. More: the full row for Peak Financial Management, Inc. 6,040 $219K 0.05% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,034 $219K 0.01% -1,461 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,026 $219K <0.01% -14,937 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 5,984 $217K 0.01% -400 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5,980 $217K 0.08% -313 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 5,972 $217K 0.01% -987 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 5,969 $216K 0.01% new 13F-HR Timeline XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 5,918 $215K 0.03% new 13F-HR Timeline WEIK CAPITAL MANAGEMENT More: the full row for WEIK CAPITAL MANAGEMENT 5,875 $213K 0.08% new 13F-HR Timeline Ironwood Financial, llc More: the full row for Ironwood Financial, llc 5,937 $213K 0.03% new 13F-HR Timeline Storen Legacy Partners, LLC More: the full row for Storen Legacy Partners, LLC 5,864 $213K 0.06% new 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 5,852 $212K 0.12% new 13F-HR Timeline FLC Capital Advisors More: the full row for FLC Capital Advisors 5,828 $211K 0.03% new 13F-HR Timeline Cambria Investment Management, L.P. More: the full row for Cambria Investment Management, L.P. 5,820 $211K 0.01% -308 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 5,820 $211K <0.01% -308 13F-HR Timeline LBMC INVESTMENT ADVISORS, LLC More: the full row for LBMC INVESTMENT ADVISORS, LLC 5,810 $211K 0.01% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 5,797 $210K 0.06% -1,868 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 5,761 $209K 0.03% 0 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 5,707 $207K 0.02% new 13F-HR Timeline Shearwater Capital LLC More: the full row for Shearwater Capital LLC 5,630 $204K 0.1% new 13F-HR Timeline REGIMEN WEALTH, LLC More: the full row for REGIMEN WEALTH, LLC 5,612 $203K 0.05% new 13F-HR Timeline Tribridge Partners Financial LLC More: the full row for Tribridge Partners Financial LLC 5,696 $203K 0.08% new 13F-HR Timeline American Financial Advisors, LLC More: the full row for American Financial Advisors, LLC 5,596 $203K 0.02% new 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 5,581 $202K 0.03% -110,408 13F-HR Timeline ROFFMAN MILLER ASSOCIATES INC /PA/ More: the full row for ROFFMAN MILLER ASSOCIATES INC /PA/ 5,517 $200K 0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 5,075 $185K 0.13% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 5,037 $183K 0.02% +5 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 4,966 $180K 0.08% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4,962 $180K 0.07% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,908 $177K 0.07% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4,790 $174K 0.03% -3 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 4,493 $163K <0.01% -1,786 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 4,147 $150K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 4,142 $150K 0.01% +60 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 4,082 $148K 0.07% +5 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,902 $141K 0.01% -507 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 3,887 $141K 0.03% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,851 $140K <0.01% +102 13F-HR Timeline Group HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 3,820 $139K 0.01% -754 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 3,657 $133K 0.06% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 3,543 $128K <0.01% +1,983 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 3,375 $122K 0.09% +13 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 3,208 $116K <0.01% new 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 3,167 $115K 0.01% 0 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 3,095 $112K 0.04% +4 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,105 $111K <0.01% +1,296 13F-HR Timeline Group Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 3,005 $109K 0.04% +1,400 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 2,984 $108K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 2,958 $107K 0.02% +3 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 2,913 $106K <0.01% -81 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 2,884 $105K 0.06% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 2,768 $100K 0.03% +4 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 2,705 $98.1K 0.07% +1,170 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 2,700 $97.9K 0.03% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,681 $97.2K 0.01% +3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,665 $97K <0.01% 0 13F-HR Timeline MeadowBrook Investment Advisors LLC More: the full row for MeadowBrook Investment Advisors LLC 2,655 $96.3K 0.08% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,631 $95.4K 0.01% 0 13F-HR/A Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 2,562 $92.9K <0.01% +1,131 13F-HR Timeline Group ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,389 $86.6K 0.01% new 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 2,251 $81.6K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2,185 $79.2K 0.03% +1,189 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2,184 $79.2K 0.03% -25 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 2,371 $77.7K 0.03% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 2,061 $74.7K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 2,032 $73.7K 0.06% -168 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,010 $72.9K 0.01% +70 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 1,992 $72.2K 0.03% -437 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 1,974 $71.6K -3,066 Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 1,939 $70.3K 0.01% -258 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 1,932 $70.1K 0.02% -6,043 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,925 $69.8K 0.05% -1,431 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1,786 $64.8K 0.03% -321 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,725 $62.5K <0.01% -10 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,642 $59.5K 0.01% +2 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 1,594 $57.4K 0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 1,558 $56.5K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,505 $54.6K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 1,500 $54.4K 0.01% -2,000 13F-HR Timeline Group COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 1,464 $53.1K 0.01% 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 1,418 $51.4K <0.01% +60 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,346 $48.8K 0.01% +248 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,307 $47.4K 0.01% 0 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 1,249 $45.3K 0.01% new 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,235 $44.8K 0.02% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,226 $44.5K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,214 $44K <0.01% +1 13F-HR Timeline Group LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 1,190 $43.1K 0.02% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,100 $39.9K 0.01% -23 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 1,084 $39.3K <0.01% -136 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,067 $38.7K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 1,065 $38.6K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 1,054 $38K 0.03% 0 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 1,040 $37.7K <0.01% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 942 $34.2K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 891 $32.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 871 $31.6K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 859 $31.2K <0.01% +113 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 852 $30.9K 0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 782 $28.3K 0.01% +2 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 758 $27.5K <0.01% +38 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 739 $26.8K 0.01% 0 13F-HR Timeline Timbuktu Capital Management, LLC More: the full row for Timbuktu Capital Management, LLC 700 $25.4K 0.04% 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 698 $25.3K <0.01% -4,077 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 682 $24.7K <0.01% +663 13F-HR Timeline Group