Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 2,914 $208K 0.06% 0 13F-HR Timeline Soltis Investment Advisors LLC More: the full row for Soltis Investment Advisors LLC 2,904 $207K 0.01% +147 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 2,903 $207K <0.01% +22 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 2,895 $206K 0.1% 0 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 2,880 $205K 0.04% +5 13F-HR Timeline PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 2,880 $205K 0.05% -20 13F-HR Timeline Larry Mathis Financial Planning, LLC More: the full row for Larry Mathis Financial Planning, LLC 2,875 $205K 0.18% -50 13F-HR Timeline COLTON GROOME FINANCIAL ADVISORS, LLC More: the full row for COLTON GROOME FINANCIAL ADVISORS, LLC 2,874 $205K 0.06% -420 13F-HR Timeline Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,873 $205K <0.01% new 13F-HR Timeline Birch Hill Investment Advisors LLC More: the full row for Birch Hill Investment Advisors LLC 2,868 $205K 0.01% -138 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 2,867 $204K 0.01% +4 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 2,700 $203K 0.04% +96 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 2,845 $203K 0.01% +12 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 2,800 $202K 0.1% +18 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 2,827 $202K 0.05% new 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 2,824 $201K 0.03% new 13F-HR Timeline Perpetual Ltd in group Perpetual Ltd More: the full row for Perpetual Ltd 2,820 $201K <0.01% new 13F-HR Timeline Group Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 2,819 $201K 0.03% +84 13F-HR Timeline CM WEALTH ADVISORS LLC More: the full row for CM WEALTH ADVISORS LLC 2,811 $201K 0.04% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 2,725 $194K 0.03% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 2,600 $185K 0.02% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 2,545 $182K 0.05% 0 13F-HR/A Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 2,528 $180K +1,497 Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,527 $180K 0.02% -193 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,450 $175K 0.05% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2,370 $169K <0.01% -252 13F-HR Timeline Group ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 2,367 $169K 0.01% -2,043 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 2,298 $164K 0.02% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 2,252 $161K 0.01% -197 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2,230 $159K 0.09% +528 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,236 $159K <0.01% +1,150 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Riverview Trust Co More: the full row for Riverview Trust Co 2,196 $157K 0.19% -347 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 2,183 $156K 0.01% +250 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2,136 $156K 0.08% -140 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 2,130 $152K 0.03% +12 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 2,125 $152K 0.11% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 2,120 $151K 0.03% -190 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,094 $149K 0.01% +17 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 2,085 $149K 0.06% +40 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2,033 $145K 0.14% 0 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 $141K 0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,958 $140K 0.03% -135 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,957 $140K 0.01% -100 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,940 $138K 0.01% +1,672 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 1,900 $136K 0.08% new 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 $136K <0.01% 0 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 1,896 $135K 0.03% +2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,745 $132K 0.03% +408 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1,824 $130K 0.1% 0 13F-HR Timeline GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,817 $130K 0.02% 0 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,772 $126K 0.02% +1,224 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,765 $126K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,711 $122K 0.01% +1,574 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,692 $121K <0.01% +114 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,676 $120K 0.01% +24 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,671 $119K 0.04% -1,604 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,662 $119K 0.07% +25 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 1,636 $117K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 1,622 $116K 0.05% 0 13F-HR Timeline COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 1,600 $114K <0.01% 0 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 1,558 $111K <0.01% -16 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,513 $109K 0.02% +394 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 1,517 $108K 0.03% -102 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 1,463 $104K 0.04% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,460 $104K 0.03% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1,454 $104K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,433 $102K <0.01% +488 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,425 $102K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 1,410 $101K 0.06% +35 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 1,385 $98.8K 0.02% -126 13F-HR Timeline Munich Reinsurance Co Stock Corp in Mun… More: the full row for Munich Reinsurance Co Stock Corp in Munich 1,356 $96.7K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 1,316 $94.9K 0.06% -113 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1,322 $94.3K 0.01% +6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,321 $94.2K 0.02% +18 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,303 $92.9K 0.01% -12 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 1,300 $92.7K 0.07% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 1,292 $92.2K 0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 1,258 $89.7K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,252 $89.3K 0.03% +4 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 1,233 $88K <0.01% +8 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,190 $85K 0.03% -210 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,189 $85K <0.01% +3 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,185 $84.5K 0.01% -500 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,184 $84.5K 0.02% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,174 $83.7K 0.03% -50 13F-HR Timeline Group MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 1,170 $83.4K 0.04% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,165 $83.1K 0.02% -150 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,163 $82.9K 0.01% +8 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,162 $82.9K 0.01% -48 13F-HR Timeline SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 1,150 $82K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,121 $80K 0.02% -37 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,119 $79.8K 0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1,116 $79.6K 0.03% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,104 $78.7K <0.01% +17 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,076 $77K 0.01% -132 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,055 $75.3K 0.02% +751 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,049 $74.8K 0.01% -73 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,033 $73.6K <0.01% +32 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,016 $72.5K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1,015 $72.4K 0.02% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,014 $72.3K 0.02% -118 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,000 $71.3K 0.04% new 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 961 $68.6K 0.02% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 920 $65.6K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 907 $64.7K <0.01% -179 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 900 $64.2K 0.03% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 897 $64K 0.03% +25 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 865 $63.7K 0.05% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 879 $62.7K 0.01% +88 13F-HR Timeline MOTCO More: the full row for MOTCO 845 $60.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 845 $60.3K 0.01% -378 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 844 $60.2K 0.01% +3 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 832 $59.3K 0.01% +600 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 822 $58.6K <0.01% -132 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 812 $57.9K <0.01% -131,674 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 804 $57.3K <0.01% +71 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 800 $57.1K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 799 $57K 0.01% -20 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 789 $56.3K 0.05% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 782 $55K 0.01% -46 13F-HR Timeline Trust Co More: the full row for Trust Co 716 $51.1K <0.01% +100 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 716 $51.1K 0.05% +600 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 713 $50.9K <0.01% new 13F-HR/A Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 700 $49.9K 0.01% -43 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 659 $47K 0.01% -70 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 651 $46.4K 0.01% -700 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 626 $44.7K 0.02% +515 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 626 $44.7K <0.01% 0 13F-HR Timeline Group Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 617 $44K 0.03% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 610 $43.5K 0.03% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 603 $43K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 601 $42.9K 0.03% +95 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 600 $42.8K 0.01% -300 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 600 $42.8K 0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 570 $40.6K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 562 $40.1K 0.04% +54 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 559 $39.9K 0.02% -697 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 554 $39.5K 0.01% -23 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 551 $39.3K 0.01% +26 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 550 $39.2K 0.02% +9 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 532 $38K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 514 $36.7K 0.01% +3 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 510 $36.4K 0.01% +101 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 511 $36K 0.01% +38 13F-HR/A Timeline Trask Adam Roland More: the full row for Trask Adam Roland 500 $35.7K 0.03% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 500 $35.7K 0.02% 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 490 $35K 0.01% -20 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 486 $34.7K 0.02% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 475 $33.9K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 473 $33.7K <0.01% new 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 470 $33.4K 0.05% -73 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 447 $31.9K 0.02% +322 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 447 $31.9K 0.01% -310 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 446 $31.8K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 444 $31.7K 0.02% -4 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 429 $30.6K 0.01% +10 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 400 $30.3K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 419 $29.9K 0.01% +5 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 418 $29.8K 0.02% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 403 $28.8K 0.01% +3 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 401 $28.6K 0.01% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 391 $27.9K 0.01% +26 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $27.8K 0.02% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 380 $27.1K 0.02% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 373 $27K <0.01% +53 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 373 $26.6K 0.01% -21 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 364 $26K 0.01% -50 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 364 $26K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 364 $26K <0.01% +170 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 358 $25.5K <0.01% -733 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 350 $25K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 350 $25K <0.01% -630 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 350 $25K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 350 $25K 0.02% +200 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 350 $25K 0.01% -200 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 332 $23.7K 0.02% +30 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 329 $23.5K 0.01% +175 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 318 $22.7K 0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 312 $22.3K 0.02% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 310 $22.1K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 308 $22K 0.02% 0 13F-HR Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 304 $21.7K 0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 301 $21.5K <0.01% +25 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 300 $21.4K <0.01% 0 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 300 $21.4K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 300 $21.4K <0.01% 0 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 300 $21.4K 0.02% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 300 $21.4K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 296 $21.1K 0.01% +3 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 295 $21K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 295 $21K <0.01% -222 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 289 $20.6K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 285 $20.3K <0.01% +10 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 279 $19.9K 0.01% +1 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 272 $19.4K 0.01% -19,772 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 268 $19.1K <0.01% +18 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 255 $18.2K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 250 $18K 0.01% 0 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 249 $17.8K 0.01% -55 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 240 $17.1K 0.01% new 13F-HR Timeline