Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 231 $45.2K 0.02% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 222 $43.5K 0.03% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 220 $43.1K <0.01% +64 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 220 $43.1K 0.02% -1,000 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 219 $42.9K 0.03% 13F-HR/A Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 217 $42.5K 0.01% +154 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 209 $40.9K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 208 $40.7K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 201 $39.4K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 200 $39.1K 0.01% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 199 $39K 0.02% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 196 $38.3K 0.03% 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 192 $37.6K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 191 $37.4K 0.04% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 184 $36K 0.02% +2 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 172 $34.8K 0.03% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 175 $34.3K 0.02% 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 175 $34.3K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 175 $34.3K 0.01% -425 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 170 $33.3K 0.01% new 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 168 $32.9K <0.01% -400 13F-HR Timeline Group Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 160 $32.3K 0.01% -2 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 160 $31.3K 0.01% 0 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 160 $31.3K 0.01% +2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 148 $29K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 148 $29K 0.02% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 141 $27.7K 0.02% 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 140 $27.4K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 140 $27.4K 0.02% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 136 $26.6K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 132 $25.9K 0.01% 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 128 $25.1K <0.01% +20 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 121 $23.7K 0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 115 $22.5K 0.01% -3 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 114 $22.3K 0.02% 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 112 $21.9K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 112 $21.9K 0.02% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 111 $21.7K 0.01% -225 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 107 $21K 0.02% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 107 $21K <0.01% -157 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 105 $20.7K 0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 103 $20.2K <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 103 $20.2K 0.01% 0 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 102 $19.9K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $19.6K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $19.6K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 100 $19.6K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 100 $19.6K 0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 95 $18.6K 0.01% -1,095 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 88 $17.2K 0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 88 $17.2K 0.01% 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 82 $16.1K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 81 $15.9K <0.01% +50 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 81 $15.9K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 80 $15.7K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 78 $15.3K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 78 $15.3K 0.01% +22 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 70 $13.7K 0.01% -265 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 68 $13.3K 0.01% +27 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 69 $13K 0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 63 $12.3K 0.01% 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 60 $11.8K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 59 $11.6K <0.01% new 13F-HR/A Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 55 $11K <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 55 $10.8K <0.01% new 13F-HR Timeline Group PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 51 $10.1K 0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 51 $9.99K 0.43% +48 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 46 $9.01K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 41 $8.28K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 41 $8.28K 0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 40 $7.83K <0.01% 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 39 $7.64K <0.01% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 35 $7K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 34 $6.66K <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 33 $6.46K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,125 $6.12K 0.22% -125 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 30 $5.88K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 30 $5.88K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $5.88K <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 26 $5.05K 0.01% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 24 $4.79K <0.01% -6 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 22 $4.31K <0.01% 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 17 $3.33K <0.01% 13F-HR/A Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 15 $2.94K <0.01% -129 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 15 $2.85K <0.01% -74 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 14 $2.74K <0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 13 $2.55K <0.01% 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 12 $2.35K <0.01% 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 10 $1.96K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.96K <0.01% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 352,782 $1.8K 0.26% +350,908 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 9 $1.76K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 9 $1.76K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 8 $1.73K 0.16% -6,345 13F-HR Timeline Security National Bank More: the full row for Security National Bank 8 $1.57K <0.01% -36 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 8 $1.57K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 7 $1.42K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 7 $1.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Modus Advisors, LLC More: the full row for Modus Advisors, LLC 6 $1.18K <0.01% new 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 6 $1.18K <0.01% 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 6 $1.18K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 6 $1K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 5 $979 <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 5 $979 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2 $392 <0.01% 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.