Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 537,523 $42.1M 7.54% +13,887 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 516,265 $40.4M 0.51% +192,526 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 404,127 $31.6M 7.47% +12,771 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 318,057 $25M 0.6% +246,308 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 255,217 $20M 7.99% -7,104 13F-HR Timeline FINANCIAL MANAGEMENT NETWORK INC More: the full row for FINANCIAL MANAGEMENT NETWORK INC 239,880 $18.7M 2.69% +8,075 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 205,708 $16.1M 4.34% -278,620 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 194,760 $15.3M 1.72% -244,057 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 174,978 $13.7M 1.99% +1,634 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 139,395 $10.9M 0.44% +60,645 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 134,040 $10.5M 0.28% -3,506 13F-HR Timeline Frisco Financial Planning LLC More: the full row for Frisco Financial Planning LLC 127,328 $9.97M 7.76% +2,410 13F-HR Timeline MFA WEALTH ADVISORS, LLC More: the full row for MFA WEALTH ADVISORS, LLC 127,319 $9.97M 1.69% +4,387 13F-HR Timeline JUNCTURE WEALTH STRATEGIES, LLC More: the full row for JUNCTURE WEALTH STRATEGIES, LLC 117,383 $9.19M 2.36% +9,103 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 108,638 $8.51M 3.74% +10,368 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 84,724 $6.63M 0.05% -3,352 13F-HR Timeline Overbrook Management Corp More: the full row for Overbrook Management Corp 72,667 $5.69M 0.88% +2,286 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 69,319 $5.43M 1.87% -17,015 13F-HR Timeline Galvin, Gaustad & Stein, LLC More: the full row for Galvin, Gaustad & Stein, LLC 67,584 $5.29M 0.4% -3,571 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 65,889 $5.16M 1.08% +1,728 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 62,846 $4.92M 3.14% +2,530 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 60,827 $4.76M 2.05% +5,766 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 55,484 $4.34M 0.28% +10,955 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 50,740 $3.97M 0.57% -8,225 13F-HR Timeline Breakwater Capital Group More: the full row for Breakwater Capital Group 49,966 $3.91M 0.46% +3,518 13F-HR Timeline OxenFree Capital LLC More: the full row for OxenFree Capital LLC 47,673 $3.73M 1.61% +3,577 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 44,164 $3.46M 2.05% +145 13F-HR Timeline Legacy Private Trust Co. More: the full row for Legacy Private Trust Co. 38,038 $2.98M 0.16% +27,755 13F-HR Timeline Sincerus Advisory, LLC More: the full row for Sincerus Advisory, LLC 23,856 $1.87M 1.22% -707 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 22,846 $1.79M 0.19% +2,527 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 19,055 $1.49M 0.9% +8,600 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 14,811 $1.16M 0.53% -559 13F-HR/A Timeline BRIGHTON SECURITIES CORP. More: the full row for BRIGHTON SECURITIES CORP. 14,378 $1.13M 0.47% +72 13F-HR Timeline GK Wealth Management LLC More: the full row for GK Wealth Management LLC 13,974 $1.09M 0.62% -189 13F-HR Timeline Vilga Financial Planning LLC More: the full row for Vilga Financial Planning LLC 12,640 $990K 0.59% +267 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 12,058 $944K 0.08% -1,400 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 10,928 $856K 0.02% +581 13F-HR Timeline FC Advisory LLC More: the full row for FC Advisory LLC 10,683 $837K 0.22% -15 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 10,678 $836K 0.02% -29 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 8,329 $652K 0.01% -578 13F-HR Timeline COLLECTIVE FAMILY OFFICE LLC More: the full row for COLLECTIVE FAMILY OFFICE LLC 7,758 $608K 0.13% -2,419 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,998 $548K 0.11% +270 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 6,463 $506K 0.03% -412 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 5,691 $446K 0.35% +156 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 5,564 $436K 0.01% +1,234 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 5,047 $395K 0.06% -162 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 4,820 $377K 0.13% -2,262 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 4,803 $377K 0.02% -510 13F-HR Timeline STEPHENS GROUP ASSET MANAGEMENT, LLC in group STEPHENS GROUP ASSET MANAGEME… More: the full row for STEPHENS GROUP ASSET MANAGEMENT, LLC 3,208 $251K 0.01% 0 13F-HR Timeline Group KWMG, LLC More: the full row for KWMG, LLC 2,597 $203K 0.01% 0 13F-HR Timeline SAPIENT CAPITAL LLC More: the full row for SAPIENT CAPITAL LLC 2,558 $200K <0.01% -58 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,672 $131K 0.02% +75 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,642 $129K 0.01% -3,422 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,050 $82.2K <0.01% -211 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 960 $75.2K 0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 833 $65.1K 0.02% -4,856 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 830 $65K <0.01% -139 13F-HR Timeline Group Trust Co More: the full row for Trust Co 624 $48.9K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 607 $47.5K <0.01% -775 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 412 $32.3K 0.01% +229 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 400 $31.3K 0.02% -100 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 177 $13.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 74 $5.79K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 42 $3.29K <0.01% new 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 32 $2.51K <0.01% 0 13F-HR Timeline