High Note Wealth, LLC More: the full row for High Note Wealth, LLC 650 $350K 0.09% -171 13F-HR Timeline Nautilus Advisors LLC More: the full row for Nautilus Advisors LLC 649 $350K 0.28% 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 649 $350K 0.05% -47 13F-HR Timeline NDWM LLC More: the full row for NDWM LLC 648 $349K 0.29% +195 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 648 $349K 0.07% +59 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 646 $348K 0.21% 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 644 $347K 0.31% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 642 $346K 0.06% new 13F-HR Timeline 626 Financial, LLC More: the full row for 626 Financial, LLC 641 $345K 0.19% -435 13F-HR Timeline Chaney Capital Management, Inc. More: the full row for Chaney Capital Management, Inc. 641 $345K 0.16% 0 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 639 $344K 0.08% +72 13F-HR Timeline NIXON PEABODY TRUST CO More: the full row for NIXON PEABODY TRUST CO 638 $344K 0.03% new 13F-HR Timeline Twelve Points Wealth Management LLC More: the full row for Twelve Points Wealth Management LLC 636 $343K 0.1% +131 13F-HR Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 635 $342K 0.08% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 634 $342K 0.05% 0 13F-HR Timeline PACES FERRY WEALTH ADVISORS, LLC More: the full row for PACES FERRY WEALTH ADVISORS, LLC 634 $342K 0.17% +212 13F-HR Timeline JACKSON SQUARE CAPITAL, LLC More: the full row for JACKSON SQUARE CAPITAL, LLC 634 $341K 0.08% -4 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 631 $340K 0.75% -69 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 630 $339K 0.18% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 623 $336K 0.22% 13F-HR Timeline M1 Capital Management LLC More: the full row for M1 Capital Management LLC 622 $335K 0.18% 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 620 $334K 0.07% +10 13F-HR Timeline FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 620 $334K 0.11% -58 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 619 $334K 0.39% 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 616 $332K 0.26% 13F-HR Timeline Covenant Asset Management, LLC More: the full row for Covenant Asset Management, LLC 615 $331K 0.07% -539 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 615 $331K 0.08% +154 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 614 $331K 0.01% 13F-HR Timeline Group Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 614 $331K 0.26% +13 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 613 $330K 0.28% 0 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 612 $330K 0.05% -116 13F-HR Timeline Keystone Financial Services, LLC More: the full row for Keystone Financial Services, LLC 611 $329K 0.3% 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 610 $329K 0.07% 0 13F-HR Timeline Heritage Wealth Partners, LLC More: the full row for Heritage Wealth Partners, LLC 610 $329K 0.41% +7 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 609 $328K 0.03% new 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 608 $327K 0.07% +11 13F-HR Timeline Waterford Advisors, LLC More: the full row for Waterford Advisors, LLC 607 $327K 0.17% +15 13F-HR Timeline JGP Wealth Management, LLC More: the full row for JGP Wealth Management, LLC 606 $327K 0.04% +66 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 606 $327K 0.06% -149 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 605 $326K 0.12% +10 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 603 $325K 0.11% +13 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 603 $325K 0.22% +9 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 602 $324K 0.15% -41 13F-HR Timeline Blackhawk Capital Partners, LLC More: the full row for Blackhawk Capital Partners, LLC 601 $324K 0.17% -41 13F-HR Timeline Roof Eidam Maycock Peralta, LLC More: the full row for Roof Eidam Maycock Peralta, LLC 600 $323K 0.08% +54 13F-HR Timeline SEIZERT CAPITAL PARTNERS, LLC More: the full row for SEIZERT CAPITAL PARTNERS, LLC 600 $323K 0.01% new 13F-HR Timeline Benin Management CORP More: the full row for Benin Management CORP 600 $323K 0.09% 0 13F-HR Timeline POINCIANA ADVISORS GROUP, LLC More: the full row for POINCIANA ADVISORS GROUP, LLC 600 $323K 0.33% 13F-HR Timeline Telos Capital Management, Inc. More: the full row for Telos Capital Management, Inc. 597 $322K 0.03% -7 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 597 $322K 0.33% 13F-HR Timeline MARINO, STRAM & ASSOCIATES LLC More: the full row for MARINO, STRAM & ASSOCIATES LLC 596 $321K 0.07% +144 13F-HR Timeline OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC More: the full row for OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 595 $321K 0.02% new 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 595 $321K 0.12% 0 13F-HR Timeline Drystone LLC More: the full row for Drystone LLC 595 $321K 0.32% 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 594 $320K 0.28% 13F-HR Timeline KRS Capital Management, LLC More: the full row for KRS Capital Management, LLC 593 $319K 0.23% +1 13F-HR Timeline WJ Wealth Management, LLC More: the full row for WJ Wealth Management, LLC 592 $319K 0.11% -40 13F-HR Timeline ACCESS FINANCIAL SERVICES, INC. More: the full row for ACCESS FINANCIAL SERVICES, INC. 589 $318K 0.14% +86 13F-HR Timeline MYCIO WEALTH PARTNERS, LLC More: the full row for MYCIO WEALTH PARTNERS, LLC 589 $317K 0.08% +3 13F-HR Timeline Ballew Advisors, Inc More: the full row for Ballew Advisors, Inc 591 $316K 0.2% +6 13F-HR Timeline Grant Private Wealth Management Inc More: the full row for Grant Private Wealth Management Inc 586 $316K 0.34% 13F-HR Timeline Cyr Financial Inc. More: the full row for Cyr Financial Inc. 586 $316K 0.29% +21 13F-HR Timeline MANCHESTER FINANCIAL INC More: the full row for MANCHESTER FINANCIAL INC 585 $315K 0.07% +134 13F-HR Timeline Highview Capital Management LLC/DE/ More: the full row for Highview Capital Management LLC/DE/ 585 $315K 0.12% 0 13F-HR/A Timeline Palisades Hudson Asset Management, L.P. More: the full row for Palisades Hudson Asset Management, L.P. 585 $315K 0.13% new 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 584 $315K 0.03% +88 13F-HR Timeline Giverny Capital Inc. More: the full row for Giverny Capital Inc. 584 $315K 0.01% new 13F-HR/A Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 582 $314K 0.17% 13F-HR Timeline Riggs Capital Management LLC More: the full row for Riggs Capital Management LLC 581 $313K 0.31% 13F-HR Timeline GARRISON POINT ADVISORS, LLC More: the full row for GARRISON POINT ADVISORS, LLC 579 $312K 0.15% 0 13F-HR Timeline KMG FIDUCIARY PARTNERS, LLC More: the full row for KMG FIDUCIARY PARTNERS, LLC 579 $312K 0.03% +6 13F-HR Timeline Palumbo Wealth Management LLC More: the full row for Palumbo Wealth Management LLC 579 $312K 0.12% -18 13F-HR Timeline Oceanside Advisors LLC More: the full row for Oceanside Advisors LLC 578 $311K 0.23% +22 13F-HR Timeline Resurgent Financial Advisors LLC More: the full row for Resurgent Financial Advisors LLC 576 $310K 0.18% 0 13F-HR Timeline CONNORS INVESTOR SERVICES INC More: the full row for CONNORS INVESTOR SERVICES INC 572 $308K 0.03% 0 13F-HR Timeline Capital Investment Counsel, LLC More: the full row for Capital Investment Counsel, LLC 572 $308K 0.05% -1,606 13F-HR Timeline Advus Financial Partners, LLC More: the full row for Advus Financial Partners, LLC 571 $308K 0.13% -18 13F-HR/A Timeline FOREFRONT WEALTH MANAGEMENT INC. More: the full row for FOREFRONT WEALTH MANAGEMENT INC. 570 $307K 0.28% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 568 $306K 0.1% -17 13F-HR Timeline SC&H Financial Advisors, Inc. More: the full row for SC&H Financial Advisors, Inc. 567 $306K 0.06% +52 13F-HR Timeline M. Kulyk & Associates, LLC More: the full row for M. Kulyk & Associates, LLC 567 $306K 0.07% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 566 $305K 0.01% -190 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Penney Financial, LLC More: the full row for Penney Financial, LLC 565 $305K 0.2% +156 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 565 $304K 0.08% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 560 $303K 0.08% +2 13F-HR Timeline West Coast Financial LLC More: the full row for West Coast Financial LLC 562 $303K 0.03% +78 13F-HR Timeline Intrepid Financial Planning Group LLC More: the full row for Intrepid Financial Planning Group LLC 562 $303K 0.13% -12 13F-HR Timeline BANNERMAN WEALTH MANAGEMENT GROUP, LLC More: the full row for BANNERMAN WEALTH MANAGEMENT GROUP, LLC 562 $303K 0.25% 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 547 $301K 0.06% +123 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 557 $300K 0.05% -26 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 556 $299K 0.03% -235 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 555 $299K 0.11% +104 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 555 $299K 0.29% 0 13F-HR Timeline Beacon Wealthcare LLC More: the full row for Beacon Wealthcare LLC 553 $298K 0.12% -663 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 553 $298K 0.08% new 13F-HR Timeline Blume Capital Management, Inc. 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More: the full row for Walker Financial Services, Inc. 544 $293K 0.17% -12 13F-HR Timeline Sargent Investment Group, LLC More: the full row for Sargent Investment Group, LLC 548 $293K 0.05% -241 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 542 $292K 0.09% +10 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 542 $292K 0.1% 0 13F-HR Timeline Stuart Chaussee & Associates, Inc. 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More: the full row for Private Capital Advisors, Inc. 535 $288K 0.03% 0 13F-HR Timeline Bravias Capital Group, LLC More: the full row for Bravias Capital Group, LLC 520 $288K 0.23% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 534 $288K 0.22% -335 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 534 $288K 0.25% -828 13F-HR Timeline ARBOR TRUST WEALTH ADVISORS, LLC More: the full row for ARBOR TRUST WEALTH ADVISORS, LLC 534 $288K 0.13% new 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 512 $287K 0.12% new 13F-HR Timeline COMPASS CAPITAL CORP /MA/ /ADV More: the full row for COMPASS CAPITAL CORP /MA/ /ADV 517 $287K 0.11% 13F-HR Timeline PATTON FUND MANAGEMENT, INC. 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More: the full row for Seaside Wealth Management, Inc. 529 $285K 0.1% +8 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 528 $285K 0.04% -93 13F-HR Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 528 $285K 0.1% -66 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 527 $284K 0.14% +14 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 527 $284K 0.09% +26 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 526 $283K 0.12% +4 13F-HR Timeline Carlson Capital Management More: the full row for Carlson Capital Management 525 $283K 0.01% +91 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 510 $282K 0.17% new 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 523 $282K 0.08% +13 13F-HR Timeline Emergent Wealth Advisors, LLC More: the full row for Emergent Wealth Advisors, LLC 523 $282K 0.2% -4 13F-HR Timeline Manhattan West Asset Management, LLC More: the full row for Manhattan West Asset Management, LLC 522 $282K 0.08% -439 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 520 $280K 0.03% +47 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 510 $280K 0.04% -7,579 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 520 $280K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 519 $280K 0.12% -17 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 517 $279K 0.02% 0 13F-HR Timeline Novak & Powell Financial Services, Inc. More: the full row for Novak & Powell Financial Services, Inc. 517 $279K 0.17% 0 13F-HR Timeline Redmond Asset Management, LLC More: the full row for Redmond Asset Management, LLC 517 $278K 0.07% +104 13F-HR Timeline McNamara Financial Services, Inc. More: the full row for McNamara Financial Services, Inc. 516 $278K 0.07% -26 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 513 $276K 0.25% +1 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 508 $274K 0.18% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 508 $274K 0.2% +2 13F-HR Timeline Northwest Financial Advisors More: the full row for Northwest Financial Advisors 507 $273K 0.23% +139 13F-HR Timeline Prodigy Asset Management LLC More: the full row for Prodigy Asset Management LLC 506 $273K 0.23% 13F-HR Timeline Pinnacle Wealth Management Group, Inc. More: the full row for Pinnacle Wealth Management Group, Inc. 506 $273K 0.17% 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 504 $272K 0.01% 0 13F-HR Timeline Group Waycross Investment Management Co More: the full row for Waycross Investment Management Co 503 $271K 0.29% 0 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 502 $270K 0.18% 0 13F-HR/A Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 502 $270K 0.05% new 13F-HR Timeline East Coast Asset Management, LLC. More: the full row for East Coast Asset Management, LLC. 500 $269K 0.09% 0 13F-HR Timeline Ironwood Wealth Management, LLC. More: the full row for Ironwood Wealth Management, LLC. 500 $269K 0.08% -18 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 500 $269K 0.14% 0 13F-HR Timeline Woodward Financial Advisors, Inc. More: the full row for Woodward Financial Advisors, Inc. 500 $269K 0.13% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 500 $269K 0.22% 13F-HR Timeline Meritas Wealth Management, LLC More: the full row for Meritas Wealth Management, LLC 499 $269K 0.16% -10 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 498 $268K 0.09% -7 13F-HR Timeline Drake & Associates, LLC More: the full row for Drake & Associates, LLC 483 $267K 0.08% -40 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 495 $267K 0.03% new 13F-HR Timeline O'ROURKE & COMPANY, Inc More: the full row for O'ROURKE & COMPANY, Inc 494 $266K 0.13% +31 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 494 $266K 0.08% +105 13F-HR Timeline Windsor Capital Management, LLC More: the full row for Windsor Capital Management, LLC 492 $265K 0.08% +40 13F-HR Timeline Symphony Financial Services, Inc. More: the full row for Symphony Financial Services, Inc. 485 $265K 0.21% -1,890 13F-HR Timeline Grant Street Asset Management, Inc. More: the full row for Grant Street Asset Management, Inc. 491 $265K 0.07% +102 13F-HR Timeline INSIGHT 2811, INC. 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More: the full row for Northstar Financial Companies, Inc. 465 $251K 0.24% 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 464 $250K 0.04% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 463 $250K 0.17% +2 13F-HR Timeline