FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 2,698 $222K 0.05% -26 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 2,687 $221K 0.09% -115 13F-HR Timeline WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 2,666 $220K 0.01% -497 13F-HR Timeline Trueblood Wealth Management, LLC More: the full row for Trueblood Wealth Management, LLC 2,662 $219K 0.09% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,659 $219K 0.17% 0 13F-HR/A Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 2,656 $219K 0.04% -164 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 2,654 $219K 0.01% new 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 2,644 $218K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 2,641 $217K 0.01% new 13F-HR Timeline SHELTON CAPITAL MANAGEMENT More: the full row for SHELTON CAPITAL MANAGEMENT 2,627 $216K <0.01% -122 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 2,624 $216K 0.05% -7,785 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 2,610 $215K 0.06% new 13F-HR Timeline WILLNER & HELLER, LLC More: the full row for WILLNER & HELLER, LLC 2,606 $215K 0.16% -346 13F-HR Timeline Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 2,603 $214K 0.05% -205 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 2,598 $214K 0.01% new 13F-HR Timeline Applied Capital LLC/FL More: the full row for Applied Capital LLC/FL 2,598 $214K 0.15% new 13F-HR Timeline Enterprise Financial Services Corp in group Enterprise Financial Services… More: the full row for Enterprise Financial Services Corp 2,578 $212K 0.11% new 13F-HR Timeline Group Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,575 $212K <0.01% -823 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 2,573 $212K 0.03% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,557 $211K <0.01% 0 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 2,804 $210K 0.03% -62 13F-HR/A Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 2,553 $210K 0.12% -221 13F-HR/A Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 2,551 $210K 0.02% -294 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,545 $210K 0.06% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 2,549 $210K 0.12% new 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 2,543 $209K 0.25% 0 13F-HR Timeline Alliance Wealth Advisors, LLC More: the full row for Alliance Wealth Advisors, LLC 2,541 $209K 0.1% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 2,524 $208K 0.01% new 13F-HR Timeline MEANS INVESTMENT CO., INC. More: the full row for MEANS INVESTMENT CO., INC. 2,521 $208K 0.02% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2,514 $207K 0.04% +564 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 2,506 $206K 0.01% new 13F-HR Timeline CITIZENS & NORTHERN CORP in group CITIZENS & NORTHERN CORP More: the full row for CITIZENS & NORTHERN CORP 2,506 $206K 0.05% new 13F-HR Timeline Group LANDAAS & CO /WI /ADV More: the full row for LANDAAS & CO /WI /ADV 2,500 $206K 0.05% new 13F-HR Timeline COBBLESTONE CAPITAL ADVISORS LLC /NY/ More: the full row for COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,500 $206K 0.01% new 13F-HR Timeline Smith Thornton Advisors LLC More: the full row for Smith Thornton Advisors LLC 2,486 $205K 0.11% new 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,475 $204K 0.05% new 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 2,475 $204K 0.01% new 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 2,469 $203K 0.03% -2,903 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 2,463 $203K 0.03% 0 13F-HR Timeline Group WHALEROCK POINT PARTNERS, LLC More: the full row for WHALEROCK POINT PARTNERS, LLC 2,462 $203K 0.04% new 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 2,450 $202K 0.14% new 13F-HR/A Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,450 $202K 0.06% -329 13F-HR Timeline Robertson Stephens Wealth Management, L… More: the full row for Robertson Stephens Wealth Management, LLC 2,436 $201K 0.01% new 13F-HR Timeline Blue Chip Partners, LLC More: the full row for Blue Chip Partners, LLC 2,435 $200K 0.01% new 13F-HR Timeline Cypress Point Wealth Management, LLC More: the full row for Cypress Point Wealth Management, LLC 2,431 $200K 0.04% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 2,431 $200K 0.01% -3,553 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,430 $200K 0.01% -442 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2,349 $193K 0.03% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,298 $189K 0.02% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,279 $188K 0.04% 0 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,276 $187K 0.09% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,269 $187K 0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 2,153 $177K 0.01% +834 13F-HR Timeline Group Elgethun Capital Management More: the full row for Elgethun Capital Management 2,143 $177K 0.03% -1,526 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 2,149 $177K 0.14% -400 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,142 $176K 0.17% -46 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,125 $175K 0.13% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,045 $168K 0.06% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,033 $167K 0.01% +55 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 1,972 $162K 0.01% +41 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,970 $162K 0.01% -143 13F-HR Timeline Saranac Partners Ltd More: the full row for Saranac Partners Ltd 1,940 $160K 0.03% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,903 $157K 0.02% +137 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 1,900 $156K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,894 $156K 0.04% +1 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,817 $150K 0.02% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,772 $146K 0.02% +111 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,765 $145K 0.02% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,685 $139K 0.02% +500 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,652 $136K 0.01% -111 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,650 $136K <0.01% -296 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,637 $135K 0.07% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,636 $135K 0.02% +174 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,622 $134K 0.06% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,619 $133K 0.04% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 1,605 $132K 0.01% new 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,600 $132K <0.01% 0 13F-HR Timeline Group S.A. Mason LLC More: the full row for S.A. Mason LLC 1,583 $130K 0.06% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,575 $130K 0.02% -2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,555 $128K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,520 $125K 0.03% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,460 $120K 0.04% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,425 $117K 0.01% +345 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 300 $117K 0.09% -1,123 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,405 $116K 0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,400 $115K 0.04% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,375 $113K 0.07% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,359 $112K 0.01% +114 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,353 $111K 0.07% +48 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,337 $110K 0.03% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,336 $110K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,326 $109K 0.07% -1,238 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,310 $108K 0.01% -169 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,307 $108K 0.01% +215 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,295 $107K 0.03% +8 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,217 $100K <0.01% +8 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1,210 $99.7K 0.03% -286 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,208 $99K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,184 $98.1K 0.02% -10 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,185 $97K <0.01% +558 13F-HR Timeline Group SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,150 $95K <0.01% -390 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,150 $94.7K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,132 $93.2K 0.03% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,119 $92.1K 0.02% -50 13F-HR Timeline City State Bank More: the full row for City State Bank 1,116 $91.9K 0.03% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,110 $91.4K <0.01% -32 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,109 $91.3K 0.01% +330 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,104 $90.9K <0.01% +961 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,099 $90.5K 0.03% +124 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 1,088 $89.6K 0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,086 $89.4K <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 1,072 $88.3K 0.05% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 1,071 $88.2K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,115 $88K 0.06% -340 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,066 $87.8K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,052 $86.6K <0.01% +27 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,045 $86K 0.02% +28 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,034 $85K 0.01% -23,713 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,016 $83.7K 0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,000 $82.3K 0.09% -800 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 975 $80.3K 0.06% -72,872 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 961 $79.2K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 956 $78.7K 0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 950 $78.7K 0.03% +274 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 920 $75.8K 0.01% -1,147 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 919 $75.7K 0.06% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 900 $74.1K 0.02% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 886 $73K 0.07% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 872 $71.8K 0.03% -172 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 869 $71.6K <0.01% -944 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 863 $71.1K 0.03% new 13F-HR Timeline MOTCO More: the full row for MOTCO 845 $69.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 837 $68.9K 0.01% +4 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 824 $67.8K 0.02% +498 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 824 $67.8K 0.04% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 822 $67.7K 0.05% +19 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 818 $67.4K 0.01% +218 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 807 $66.4K 0.02% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 807 $66.4K 0.01% new 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 800 $65.9K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 770 $63K <0.01% +312 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 768 $63K 0.03% +388 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 719 $59.2K <0.01% -18 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 697 $57.4K 0.02% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 691 $56.9K <0.01% +116 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 686 $56.5K 0.02% +212 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 667 $54K 0.01% +73 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 637 $52.5K 0.03% +580 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 633 $52.1K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 632 $52K 0.03% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 599 $49.3K 0.03% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 616 $48.9K 0.06% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 577 $47.5K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 570 $46.9K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 565 $46.5K <0.01% +234 13F-HR Timeline Group BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 550 $45.3K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 548 $45.1K 0.01% -662 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 534 $44K <0.01% 0 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 532 $43.8K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 530 $43.6K 0.03% -7 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 519 $42.7K 0.01% +170 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 515 $42.6K 0.01% +58 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 510 $42K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 505 $41.6K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 502 $41.3K 0.03% 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 488 $40.2K -498 Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 497 $40K 0.01% +16 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 490 $40K <0.01% -460 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 446 $36.7K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 443 $36.5K 0.03% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 438 $36.1K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 475 $36K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 435 $35.8K 0.01% +3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 419 $34.5K 0.01% new 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 414 $34.1K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 411 $33.9K 0.02% -6 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 411 $33.8K 0.01% +3 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 409 $33.6K 0.01% +1 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 403 $33.3K 0.01% +82 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 400 $32.9K <0.01% 0 13F-HR Timeline Group FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $32.9K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 399 $32.9K 0.03% +19 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 395 $32.5K 0.02% +3 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 392 $32.3K <0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $32.1K 0.02% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 385 $31.7K 0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 384 $31.6K 0.01% +31 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 370 $30.5K 0.01% +8 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 364 $30K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 353 $29.1K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $28.8K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 334 $27.5K <0.01% -233 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 315 $26K <0.01% +135 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 312 $25.7K 0.03% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 308 $25.4K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 304 $25K 0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 300 $24.7K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 300 $24.7K 0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 300 $24.7K 0.02% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $24.7K 0.02% -100 13F-HR Timeline