Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 204 $90.7K 0.03% +22 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 203 $90.3K 0.01% +104 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BLACKHILL CAPITAL INC More: the full row for BLACKHILL CAPITAL INC 200 $88.9K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 200 $88.9K 0.04% -16 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 192 $88K 0.04% -59 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 189 $85K 0.05% +27 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 189 $84.1K 0.05% 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 182 $80.9K 0.02% +15 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 178 $79.2K 0.03% +20 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 175 $77.8K 0.05% +75 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 166 $73.8K 0.01% +156 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 165 $73.4K 0.01% 0 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 162 $72K 0.01% -2 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 158 $70.3K 0.02% +3 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 157 $69.8K 0.02% -2 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 155 $68.9K 0.04% -75 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 150 $68.9K 0.06% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 154 $68.5K 0.04% -21 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 149 $66.3K 0.03% -75 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 147 $65.4K 0.03% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 144 $64K 0.03% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 136 $60.5K 0.02% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 136 $60.5K 0.02% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 135 $60.2K 0.03% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 135 $60K 0.04% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 132 $58.7K 0.03% +119 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 130 $58K 0.02% +15 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 125 $56K 0.01% +113 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 124 $55.1K 0.01% +100 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 122 $54.2K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 121 $53.8K <0.01% +38 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 120 $53.4K 0.03% +20 13F-HR Timeline OAK FAMILY ADVISORS, LLC More: the full row for OAK FAMILY ADVISORS, LLC 113 $50.3K 0.02% -5 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 108 $49.6K 0.01% 0 13F-HR Timeline GLYNN CAPITAL MANAGEMENT LLC More: the full row for GLYNN CAPITAL MANAGEMENT LLC 111 $49.4K 0.02% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 107 $47.6K 0.02% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 106 $47K 0.01% +11 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 103 $45.8K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 150 $45.4K 0.41% -2,386 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 102 $45.4K 0.01% 0 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 102 $45.4K 0.03% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 102 $45K 0.03% +9 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 100 $44.5K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 100 $44.5K 0.02% -53 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 100 $44.5K 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 100 $44.5K 0.02% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 97 $43.1K 0.02% +5 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 97 $43.1K 0.02% +27 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 90 $40K 0.02% -21 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 86 $38.2K 0.02% -25 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 85 $37.8K 0.02% -10 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 81 $36K 0.02% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 79 $35.1K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 77 $34.2K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 77 $34K 0.02% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 75 $33.4K 0.02% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 75 $33.4K 0.02% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 72 $32K 0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $31.1K 0.01% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 69 $30.7K 0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 65 $29.9K 0.02% new 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 66 $29.4K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 66 $29.4K 0.02% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 66 $29K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 65 $28.9K 0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 64 $28.7K 0.01% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 63 $28K 0.01% -685 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 60 $26.7K 0.01% +5 13F-HR Timeline Advanced Portfolio Management, LLC More: the full row for Advanced Portfolio Management, LLC 60 $26.7K 0.07% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 58 $26K <0.01% -5 13F-HR Timeline Group Financial Freedom, LLC More: the full row for Financial Freedom, LLC 58 $25.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 57 $25.3K 0.02% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 56 $24.9K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 55 $24.5K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 50 $22.3K 0.8% +1 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50 $22.2K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 50 $22.2K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $22.2K 0.03% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 50 $22.2K 0.02% -60 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 48 $21.3K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 48 $21.3K 0.01% -1,195 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 45 $20K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 113 $18.1K <0.01% -2,535 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $17.8K 0.26% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 39 $17.3K 0.09% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 66 $17.3K 0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 37 $16.5K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 36 $16K <0.01% 0 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 34 $15.1K <0.01% +9 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 33 $14.7K 0.01% +23 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 33 $14.7K 0.01% -15 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 30 $13.3K 0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 30 $13.3K 0.01% +2 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 30 $13.3K <0.01% -75 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 27 $12K 0.01% 0 13F-HR Timeline VELA Investment Management, LLC More: the full row for VELA Investment Management, LLC 26 $11.6K <0.01% new 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 36 $11K <0.01% +6 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 22 $9.78K <0.01% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 22 $9.78K <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 20 $8.89K <0.01% -8 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 19 $8.45K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 19 $8.45K <0.01% +5 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 14 $6.23K <0.01% +11 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13 $5.78K <0.01% 0 13F-HR Timeline Gladius Capital Management LP More: the full row for Gladius Capital Management LP 12 $5.34K 0.01% -2,557 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12 $5.34K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 12 $5.34K 0.01% 0 13F-HR Timeline Boit C F David More: the full row for Boit C F David 10 $4.45K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $4K <0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 10 $4K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 9 $3.63K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 8 $3.56K <0.01% +3 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7 $3.11K <0.01% 0 13F-HR Timeline XY Capital Ltd More: the full row for XY Capital Ltd 6 $2.67K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6 $2.67K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5 $2.22K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 5 $2.22K <0.01% new 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 4 $1.78K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4 $1.78K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3 $1.33K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 3 $1.2K <0.01% -570 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 115 $511 0.02% +45 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 150 $20M -44,874 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.