MACQUARIE GROUP LTD in group MACQUARIE GROUP LTD More: the full row for MACQUARIE GROUP LTD 10,976 $1M <0.01% -13,699 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 10,970 $1M 0.11% -2,175 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 10,874 $994K 0.45% +2,502 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 10,800 $987K <0.01% +1,675 13F-HR Timeline NICOLET ADVISORY SERVICES, LLC in group NICOLET BANKSHARES INC More: the full row for NICOLET ADVISORY SERVICES, LLC 10,854 $979K 0.08% +12 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 10,713 $979K 0.01% -176 13F-HR Timeline KIRTLAND HILLS CAPITAL MANAGEMENT, LLC More: the full row for KIRTLAND HILLS CAPITAL MANAGEMENT, LLC 10,699 $978K 0.39% +1,755 13F-HR Timeline First International Bank & Trust More: the full row for First International Bank & Trust 10,687 $977K 0.34% 0 13F-HR Timeline First Western Trust Bank More: the full row for First Western Trust Bank 10,669 $975K 0.04% 0 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 10,572 $967K 0.17% -980 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 8,465 $963K 0.06% +848 13F-HR Timeline TPG Advisors LLC More: the full row for TPG Advisors LLC 10,526 $962K 0.63% -9 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 10,524 $962K <0.01% -216 13F-HR Timeline Group Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 10,435 $954K 0.07% -1 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 10,429 $953K 0.03% -674 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 10,395 $950K <0.01% -3,259 13F-HR Timeline Beirne Wealth Consulting Services, LLC More: the full row for Beirne Wealth Consulting Services, LLC 10,321 $945K 0.23% +84 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 10,335 $945K 0.04% +2,182 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,333 $945K 0.5% -447 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10,324 $944K 0.03% +657 13F-HR Timeline Group Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 10,309 $942K 0.61% +86 13F-HR Timeline Armbruster Capital Management, Inc. More: the full row for Armbruster Capital Management, Inc. 10,306 $942K 0.16% -166 13F-HR Timeline American Trust More: the full row for American Trust 10,276 $939K 0.08% -638 13F-HR Timeline AlTi Global, Inc. in group AlTi Global, Inc. More: the full row for AlTi Global, Inc. 10,210 $933K 0.02% -822 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 10,166 $929K 0.03% +3,726 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 10,150 $928K <0.01% -11,317 13F-HR Timeline Group Baker Ellis Asset Management LLC More: the full row for Baker Ellis Asset Management LLC 10,102 $924K 0.11% new 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 10,086 $922K 0.01% +244 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 10,060 $920K 0.49% +400 13F-HR Timeline BANK OZK More: the full row for BANK OZK 10,041 $918K 0.32% -65 13F-HR Timeline Motley Fool Wealth Management, LLC in group Motley Fool Asset Management … More: the full row for Motley Fool Wealth Management, LLC 10,023 $916K 0.06% +141 13F-HR Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 10,000 $914K 0.06% -5,000 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,000 $914K 0.01% +334 13F-HR Timeline Group Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 9,935 $908K 1.13% +342 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 9,908 $906K 0.79% -97 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 9,809 $897K 0.07% -122 13F-HR Timeline Trust Co More: the full row for Trust Co 9,737 $890K 0.09% +1,595 13F-HR Timeline Brio Consultants, LLC More: the full row for Brio Consultants, LLC 9,735 $890K 0.12% -576 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,725 $889K 0.17% -600 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 9,716 $888K 0.25% -270 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 9,687 $886K 0.01% -172 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 9,664 $883K 0.17% -100 13F-HR Timeline Washington Trust Bank More: the full row for Washington Trust Bank 9,662 $883K 0.06% -2,726 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 9,658 $883K 0.27% +248 13F-HR Timeline Allegiance Financial Group Advisory Ser… More: the full row for Allegiance Financial Group Advisory Services LLC 9,646 $882K 0.2% +668 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 9,860 $879K 0.2% +95 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 9,585 $876K 0.01% -518 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 9,561 $874K 0.04% +228 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 9,514 $873K 0.35% +1,951 13F-HR Timeline OXFORD FINANCIAL GROUP, LTD. LLC More: the full row for OXFORD FINANCIAL GROUP, LTD. LLC 9,542 $872K 0.05% -85 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 9,536 $872K 0.53% -1,351 13F-HR/A Timeline Comprehensive Money Management Services… More: the full row for Comprehensive Money Management Services LLC 9,474 $866K 0.61% +841 13F-HR Timeline VIAWEALTH, LLC More: the full row for VIAWEALTH, LLC 9,458 $865K 0.47% +75 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 9,413 $861K 0.04% +493 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 9,393 $859K 0.13% -277 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 9,377 $857K 0.04% -678 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 9,288 $856K 0.02% +198 13F-HR Timeline Bedel Financial Consulting, Inc. More: the full row for Bedel Financial Consulting, Inc. 9,291 $849K 0.11% +29 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 9,261 $847K 0.15% +284 13F-HR Timeline FIRST AMERICAN TRUST, FSB More: the full row for FIRST AMERICAN TRUST, FSB 9,252 $846K 0.06% -12,925 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 9,230 $844K 0.03% +14 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 9,226 $843K 0.23% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 9,222 $843K 0.11% +23 13F-HR Timeline LYNX CAPITAL GROUP LTD /ADV More: the full row for LYNX CAPITAL GROUP LTD /ADV 9,191 $840K 0.39% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 9,021 $825K 0.26% -2,122 13F-HR Timeline Kassira Wealth Management LLC More: the full row for Kassira Wealth Management LLC 8,986 $822K 0.79% 13F-HR Timeline Berman McAleer LLC More: the full row for Berman McAleer LLC 8,979 $821K 0.11% 13F-HR Timeline BRIDGES INVESTMENT MANAGEMENT INC More: the full row for BRIDGES INVESTMENT MANAGEMENT INC 8,955 $819K 0.01% +2,777 13F-HR Timeline Newman Dignan & Sheerar, Inc. More: the full row for Newman Dignan & Sheerar, Inc. 8,929 $816K 0.18% -654 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 8,882 $812K 0.34% +609 13F-HR Timeline Fingerlakes Wealth Management, Inc. More: the full row for Fingerlakes Wealth Management, Inc. 8,875 $811K 0.53% -458 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 8,862 $810K <0.01% -113 13F-HR Timeline OLD NATIONAL BANCORP /IN/ More: the full row for OLD NATIONAL BANCORP /IN/ 8,856 $810K 0.01% -541 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 8,839 $808K 0.24% -920 13F-HR Timeline Gibraltar Capital Management, Inc. More: the full row for Gibraltar Capital Management, Inc. 8,835 $808K 0.14% -16,102 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 8,823 $807K 0.12% 0 13F-HR Timeline Upper Left Wealth Management, LLC More: the full row for Upper Left Wealth Management, LLC 8,772 $802K 0.5% -47 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 8,738 $799K 0.13% +583 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 8,689 $794K 0.49% +103 13F-HR Timeline Gladstone Institutional Advisory LLC More: the full row for Gladstone Institutional Advisory LLC 8,687 $794K 0.03% +118 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 8,655 $791K 0.19% -68 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 8,864 $787K 0.18% -350 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 8,595 $786K 0.2% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 8,562 $783K 0.03% +1,052 13F-HR Timeline Group Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 8,549 $782K 0.17% -40 13F-HR Timeline FLPUTNAM INVESTMENT MANAGEMENT CO More: the full row for FLPUTNAM INVESTMENT MANAGEMENT CO 8,529 $780K 0.01% -231 13F-HR Timeline SFG Wealth Management, LLC. More: the full row for SFG Wealth Management, LLC. 8,528 $780K 0.34% -5,528 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 8,547 $774K 0.16% +157 13F-HR Timeline MOTCO More: the full row for MOTCO 8,460 $773K 0.07% +471 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 8,458 $773K 0.02% -8,734 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 8,445 $772K 0.3% +44 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,403 $768K 0.03% -2,362 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 8,340 $762K 0.01% +1,766 13F-HR Timeline Group CHILTON INVESTMENT CO INC. More: the full row for CHILTON INVESTMENT CO INC. 8,319 $761K 0.02% new 13F-HR Timeline Mason Investment Advisory Services, Inc. More: the full row for Mason Investment Advisory Services, Inc. 8,280 $757K 0.04% +666 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 8,246 $754K 0.04% +3,624 13F-HR Timeline LS Investment Advisors, LLC More: the full row for LS Investment Advisors, LLC 8,235 $753K 0.11% -1,840 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 8,224 $752K <0.01% new 13F-HR Timeline Group New Republic Capital, LLC More: the full row for New Republic Capital, LLC 8,224 $752K 0.23% 0 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 8,200 $750K 0.02% new 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 8,198 $749K 0.4% -152 13F-HR Timeline Fidato Wealth LLC More: the full row for Fidato Wealth LLC 8,140 $744K 0.49% -12 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 8,118 $742K 0.04% -7,002 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 8,087 $739K 0.58% +1,066 13F-HR Timeline GRIES FINANCIAL LLC More: the full row for GRIES FINANCIAL LLC 8,080 $739K 0.12% +81 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 8,068 $738K 0.06% -755 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8,065 $737K 0.13% -173 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,042 $735K 0.09% -5 13F-HR Timeline Asset Allocation Strategies LLC More: the full row for Asset Allocation Strategies LLC 7,999 $731K 0.14% -1,549 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 7,983 $731K 0.11% -292 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7,985 $730K 0.03% +114 13F-HR Timeline BIP Wealth, LLC More: the full row for BIP Wealth, LLC 7,980 $730K 0.04% -196 13F-HR Timeline Mayflower Financial Advisors, LLC More: the full row for Mayflower Financial Advisors, LLC 7,973 $729K 0.09% -210 13F-HR Timeline Godshalk Welsh Capital Management, Inc. More: the full row for Godshalk Welsh Capital Management, Inc. 7,935 $725K 0.42% +450 13F-HR Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 7,900 $722K 0.02% +273 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 7,891 $721K 0.18% -2,950 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 7,827 $716K 0.1% +1,563 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 7,824 $715K 0.09% -263 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 7,850 $715K 0.08% +141 13F-HR Timeline Carson Advisory Inc. More: the full row for Carson Advisory Inc. 7,803 $713K 0.38% +48 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 7,753 $709K 0.02% +197 13F-HR Timeline Pinnacle Family Advisors, LLC More: the full row for Pinnacle Family Advisors, LLC 7,742 $708K 0.31% -183 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 7,741 $708K 0.11% +4,943 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 7,699 $704K 0.12% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 7,686 $703K 0.08% -22 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 7,675 $702K 0.04% -291 13F-HR Timeline Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 7,654 $700K 0.11% +2,514 13F-HR Timeline WEALTHCARE CAPITAL MANAGEMENT LLC More: the full row for WEALTHCARE CAPITAL MANAGEMENT LLC 7,610 $696K 0.07% +167 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 7,564 $692K 0.07% 0 13F-HR Timeline Group Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 7,556 $691K 0.4% 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 7,550 $690K 0.08% +4,739 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,529 $688K 0.03% +19 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7,510 $687K 0.04% -429 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 7,469 $683K 0.04% -84 13F-HR/A Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 7,462 $682K 0.38% +1,292 13F-HR Timeline L.M. KOHN & COMPANY More: the full row for L.M. KOHN & COMPANY 7,457 $682K 0.82% -6,086 13F-HR Timeline MARCO INVESTMENT MANAGEMENT LLC More: the full row for MARCO INVESTMENT MANAGEMENT LLC 7,457 $682K 0.05% -50 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7,440 $680K 0.02% -14 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 7,428 $679K 0.62% +28 13F-HR Timeline Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 7,402 $677K 0.06% +4,445 13F-HR Timeline Lantern Wealth Advisors, LLC More: the full row for Lantern Wealth Advisors, LLC 7,345 $671K 0.36% +711 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 7,338 $671K 0.09% +18 13F-HR Timeline Uptown Financial Advisors LLC More: the full row for Uptown Financial Advisors LLC 7,312 $669K 0.59% +15 13F-HR Timeline SOL Capital Management CO More: the full row for SOL Capital Management CO 7,302 $668K 0.06% -38 13F-HR Timeline Loudon Investment Management, LLC More: the full row for Loudon Investment Management, LLC 7,295 $667K 0.35% 0 13F-HR Timeline CENTRAL BANK & TRUST CO More: the full row for CENTRAL BANK & TRUST CO 7,217 $660K 0.1% -200 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 7,170 $655K 0.11% +920 13F-HR Timeline Group SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 7,149 $654K 0.06% +1,528 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 7,140 $653K 0.32% -3,492 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 7,100 $649K 0.03% -560 13F-HR Timeline Group KG Capital Management More: the full row for KG Capital Management 7,014 $641K 0.18% -384 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 6,999 $640K 0.04% -148 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 6,993 $639K 0.02% new 13F-HR Timeline MYECFO, LLC More: the full row for MYECFO, LLC 6,987 $639K 0.29% +340 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 6,974 $638K 0.06% -251 13F-HR Timeline Hirtle & Co., LLC More: the full row for Hirtle & Co., LLC 6,959 $636K 0.02% -464 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 6,949 $635K 0.01% +51 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 6,908 $632K 0.14% new 13F-HR Timeline Bryant Woods Investment Advisors, LLC More: the full row for Bryant Woods Investment Advisors, LLC 6,904 $631K 0.25% +1,525 13F-HR Timeline Pinnacle Wealth Management Advisory Gro… More: the full row for Pinnacle Wealth Management Advisory Group, LLC 6,900 $631K 0.05% -1,005 13F-HR Timeline First National Bank of Hutchinson More: the full row for First National Bank of Hutchinson 6,867 $628K 0.33% 0 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 6,845 $626K 0.12% +34 13F-HR Timeline Sage Investment Counsel LLC More: the full row for Sage Investment Counsel LLC 6,834 $625K 0.69% -192 13F-HR Timeline Allen Investment Management, LLC in group ALLEN OPERATIONS LLC More: the full row for Allen Investment Management, LLC 6,781 $620K 0.01% 0 13F-HR Timeline Group Woodside Wealth Management LLC More: the full row for Woodside Wealth Management LLC 6,656 $608K 0.48% +397 13F-HR Timeline City Center Advisors, LLC More: the full row for City Center Advisors, LLC 6,648 $608K 0.59% +552 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6,623 $605K 0.47% -69 13F-HR Timeline YHB Investment Advisors, Inc. More: the full row for YHB Investment Advisors, Inc. 6,607 $604K 0.04% -100 13F-HR Timeline SMITH SHELLNUT WILSON LLC /ADV More: the full row for SMITH SHELLNUT WILSON LLC /ADV 6,550 $599K 0.23% -1,979 13F-HR Timeline Mechanics Bank Trust Department More: the full row for Mechanics Bank Trust Department 6,539 $598K 0.08% -80 13F-HR Timeline ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 6,498 $594K 0.07% -821 13F-HR Timeline Farrell Financial LLC More: the full row for Farrell Financial LLC 6,436 $588K 0.37% +133 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 6,427 $588K 0.06% -82 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,421 $587K 0.21% +210 13F-HR/A Timeline Charles Schwab Trust Co in group Charles Schwab Trust Co More: the full row for Charles Schwab Trust Co 6,417 $587K 0.04% +781 13F-HR Timeline Group LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 6,414 $586K 0.03% -250 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,523 $585K 0.05% 0 13F-HR Timeline Strata Wealth Advisors, LLC More: the full row for Strata Wealth Advisors, LLC 6,367 $582K 0.15% -597 13F-HR Timeline Optimist Retirement Group LLC More: the full row for Optimist Retirement Group LLC 6,367 $582K 0.26% +29 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 6,341 $580K 0.33% +11 13F-HR Timeline KPP Advisory Services LLC More: the full row for KPP Advisory Services LLC 6,322 $578K 0.09% new 13F-HR Timeline Ellevest, Inc. More: the full row for Ellevest, Inc. 6,267 $573K 0.08% -101 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 6,235 $570K <0.01% -853 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,235 $570K 0.03% +1,813 13F-HR Timeline Portland Financial Advisors Inc More: the full row for Portland Financial Advisors Inc 6,228 $569K 1.21% 0 13F-HR Timeline ADVOCATE GROUP LLC More: the full row for ADVOCATE GROUP LLC 6,213 $568K 0.09% -15 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 6,193 $566K 0.01% +1,467 13F-HR Timeline LIBRA WEALTH LLC More: the full row for LIBRA WEALTH LLC 6,165 $564K 0.17% 0 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 6,150 $562K 0.06% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 6,138 $562K <0.01% +274 13F-HR Timeline Level Financial Advisors More: the full row for Level Financial Advisors 6,144 $562K 0.16% -16 13F-HR Timeline MONEY CONCEPTS CAPITAL CORP More: the full row for MONEY CONCEPTS CAPITAL CORP 6,138 $561K 0.03% +451 13F-HR Timeline NCM Capital Management, LLC More: the full row for NCM Capital Management, LLC 6,137 $561K 0.22% -169 13F-HR Timeline Greenwich Wealth Management LLC More: the full row for Greenwich Wealth Management LLC 6,133 $561K 0.03% 0 13F-HR Timeline Opus Capital Group, LLC More: the full row for Opus Capital Group, LLC 6,072 $555K 0.06% +35 13F-HR Timeline TABR Capital Management, LLC More: the full row for TABR Capital Management, LLC 6,072 $553K 0.38% -18 13F-HR Timeline CARY STREET PARTNERS ASSET MANAGEMENT L… group of 2 filers holding More: the full row for CARY STREET PARTNERS ASSET MANAGEMENT LLC 6,007 $549K -554 Timeline Arbor Wealth Advisors LLC More: the full row for Arbor Wealth Advisors LLC 6,000 $549K 0.41% 0 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 5,955 $544K 0.07% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 5,931 $542K 0.08% -157 13F-HR Timeline