Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 8,711 $3.26M 1.03% -31 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 8,692 $3.25M 1.23% +129 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 8,583 $3.21M 1.28% +5,880 13F-HR Timeline KFA Private Wealth Group, LLC More: the full row for KFA Private Wealth Group, LLC 8,571 $3.21M 0.75% +216 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 8,550 $3.2M 0.08% +846 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 8,464 $3.17M 0.74% +1,196 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 8,403 $3.14M 0.33% +147 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 8,287 $3.1M 1.21% +11 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 8,251 $3.09M 0.97% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 8,217 $3.08M 0.19% +77 13F-HR Timeline Monument Capital Management More: the full row for Monument Capital Management 8,190 $3.07M 0.64% -16 13F-HR Timeline Wealth Group Ltd More: the full row for Wealth Group Ltd 7,941 $3M 0.56% +41 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 7,643 $2.86M 1.26% -99 13F-HR Timeline Johnson Bixby & Associates, LLC More: the full row for Johnson Bixby & Associates, LLC 7,602 $2.85M 0.31% +379 13F-HR Timeline Diesslin Group, Inc. 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Planning Group LLC 7,170 $2.68M 0.66% +2 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 7,008 $2.62M 1.29% +1,432 13F-HR Timeline DBK Financial Counsel, LLC More: the full row for DBK Financial Counsel, LLC 6,755 $2.53M 2.03% +84 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 6,655 $2.49M 0.06% +567 13F-HR Timeline Xena Financial Planning, LLC More: the full row for Xena Financial Planning, LLC 6,651 $2.49M 2.38% -546 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 6,540 $2.45M 0.57% -46 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 6,492 $2.43M 0.66% +128 13F-HR Timeline Capital Planning LLC More: the full row for Capital Planning LLC 6,481 $2.43M 0.64% -9 13F-HR Timeline Wiser Wealth Management, Inc More: the full row for Wiser Wealth Management, Inc 6,478 $2.42M 0.44% -23 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 6,306 $2.36M 0.66% -46 13F-HR Timeline DAVIDSON TRUST CO More: the full row for DAVIDSON TRUST CO 6,267 $2.35M 0.93% -500 13F-HR Timeline SCHAPER BENZ & WISE INVESTMENT COUNSEL … More: the full row for SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 6,249 $2.34M 0.15% +3 13F-HR Timeline ATX Financial Planning, LLC More: the full row for ATX Financial Planning, LLC 6,229 $2.33M 1.49% -128 13F-HR Timeline SFM, LLC d/b/a Sweeney Financial Adviso… More: the full row for SFM, LLC d/b/a Sweeney Financial Advisors 6,199 $2.32M 1.17% -921 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 6,105 $2.32M 0.1% +488 13F-HR Timeline Fragasso Financial Advisors Inc More: the full row for Fragasso Financial Advisors Inc 6,015 $2.3M 0.12% +1,801 13F-HR Timeline Archer Investment Management, LLC More: the full row for Archer Investment Management, LLC 6,061 $2.27M 0.72% -1,126 13F-HR Timeline Lee, Kelleher & Klein Wealth Management More: the full row for Lee, Kelleher & Klein Wealth Management 6,047 $2.26M 1.16% -520 13F-HR Timeline Ipswich Investment Management Co., Inc. 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More: the full row for BIRCHBROOK, INC. 5,572 $2.09M 1% +19 13F-HR Timeline Essex LLC More: the full row for Essex LLC 5,564 $2.08M 0.32% -79 13F-HR Timeline RTD Financial Advisors, Inc. More: the full row for RTD Financial Advisors, Inc. 5,519 $2.07M 0.23% -1,365 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 5,512 $2.06M 0.33% +23 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5,482 $2.05M 0.38% -863 13F-HR Timeline CHAPIN DAVIS, INC. More: the full row for CHAPIN DAVIS, INC. 5,434 $2.03M 0.39% +3 13F-HR Timeline Worth Asset Management, LLC More: the full row for Worth Asset Management, LLC 5,342 $2M 0.58% +81 13F-HR Timeline Harbor Group, Inc. 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More: the full row for Wealth Enhancement Trust Services, Inc. 4,277 $1.6M 0.17% 0 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 4,261 $1.59M 0.11% -107 13F-HR Timeline SEARCY FINANCIAL SERVICES INC /ADV More: the full row for SEARCY FINANCIAL SERVICES INC /ADV 4,153 $1.55M 0.56% 0 13F-HR Timeline Iowa State Bank More: the full row for Iowa State Bank 4,115 $1.54M 0.26% -30 13F-HR Timeline Hudock, Inc. More: the full row for Hudock, Inc. 4,098 $1.53M 0.19% -18 13F-HR Timeline Buttonwood Financial Advisors Inc. More: the full row for Buttonwood Financial Advisors Inc. 4,088 $1.53M 0.46% -31 13F-HR Timeline Sunburst Financial Group, LLC More: the full row for Sunburst Financial Group, LLC 4,070 $1.52M 0.25% -188 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 4,054 $1.52M 0.24% -91 13F-HR Timeline Aaron Wealth Advisors LLC More: the full row for Aaron Wealth Advisors LLC 3,909 $1.46M 0.07% 0 13F-HR Timeline Aletheian Wealth Advisors LLC More: the full row for Aletheian Wealth Advisors LLC 3,840 $1.44M 0.58% -110 13F-HR Timeline Columbus Macro, LLC More: the full row for Columbus Macro, LLC 3,826 $1.43M 0.14% -115 13F-HR Timeline RHODES INVESTMENT ADVISORS INC /ADV More: the full row for RHODES INVESTMENT ADVISORS INC /ADV 3,825 $1.43M 1.01% +828 13F-HR Timeline Meredith Wealth Planning More: the full row for Meredith Wealth Planning 3,681 $1.38M 0.34% -4,822 13F-HR Timeline Fortune 45 LLC More: the full row for Fortune 45 LLC 3,674 $1.37M 0.56% +11 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 3,659 $1.37M 0.92% -11 13F-HR Timeline COURIER CAPITAL LLC More: the full row for COURIER CAPITAL LLC 3,648 $1.37M 0.26% -2,587 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 3,563 $1.33M 0.49% -239 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 3,538 $1.32M 0.71% -31 13F-HR Timeline Sherry Group, Inc. More: the full row for Sherry Group, Inc. 3,418 $1.28M 1.2% -63 13F-HR Timeline Vavra Capital Management, LLC More: the full row for Vavra Capital Management, LLC 3,396 $1.27M 1.11% -42 13F-HR Timeline BankPlus Wealth Management LLC in group BankPlus Trust Department More: the full row for BankPlus Wealth Management LLC 3,276 $1.23M 0.54% -169 13F-HR Timeline Group STRATEGY ASSET MANAGERS LLC More: the full row for STRATEGY ASSET MANAGERS LLC 3,276 $1.23M 0.19% +6 13F-HR Timeline Schear Investment Advisers, LLC More: the full row for Schear Investment Advisers, LLC 3,262 $1.22M 0.15% new 13F-HR Timeline Tempo Wealth, LLC More: the full row for Tempo Wealth, LLC 3,262 $1.22M 0.15% +8 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,211 $1.2M 0.26% 0 13F-HR Timeline Towerpoint Wealth, LLC More: the full row for Towerpoint Wealth, LLC 3,190 $1.19M 0.42% +417 13F-HR Timeline RIVERSEDGE ADVISORS, LLC More: the full row for RIVERSEDGE ADVISORS, LLC 3,168 $1.19M 0.15% +1 13F-HR Timeline Waycross Investment Management Co More: the full row for Waycross Investment Management Co 3,149 $1.18M 0.95% 0 13F-HR Timeline WINEBRENNER CAPITAL MANAGEMENT LLC More: the full row for WINEBRENNER CAPITAL MANAGEMENT LLC 3,130 $1.17M 0.75% +418 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,117 $1.17M 0.52% -10 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 3,112 $1.16M 0.81% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,105 $1.16M 0.3% -125 13F-HR Timeline MATRIX ASSET ADVISORS INC/NY More: the full row for MATRIX ASSET ADVISORS INC/NY 3,023 $1.13M 0.09% -53 13F-HR Timeline INSPIRION WEALTH ADVISORS, LLC More: the full row for INSPIRION WEALTH ADVISORS, LLC 2,977 $1.11M 0.13% -1 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 2,958 $1.11M 0.25% -30 13F-HR Timeline LBJ Family Wealth Advisors, Ltd. More: the full row for LBJ Family Wealth Advisors, Ltd. 2,951 $1.1M 0.56% -1,011 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 2,888 $1.08M 0.43% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,885 $1.08M 0.19% -21 13F-HR Timeline West Wealth Group, LLC More: the full row for West Wealth Group, LLC 2,872 $1.07M 0.17% -21 13F-HR Timeline Elm3 Financial Group, LLC More: the full row for Elm3 Financial Group, LLC 2,850 $1.07M 0.71% -3 13F-HR Timeline TILIA FIDUCIARY PARTNERS, INC. More: the full row for TILIA FIDUCIARY PARTNERS, INC. 2,847 $1.07M 0.49% +28 13F-HR/A Timeline Richard P Slaughter Associates Inc More: the full row for Richard P Slaughter Associates Inc 2,828 $1.06M 0.21% -139 13F-HR Timeline NewCorp Financial Services, Inc. More: the full row for NewCorp Financial Services, Inc. 2,815 $1.05M 0.8% -44 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 2,797 $1.05M 0.23% -329 13F-HR Timeline Pioneer Wealth Management Group More: the full row for Pioneer Wealth Management Group 2,779 $1.04M 0.25% -22 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,770 $1.04M 0.13% 0 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 2,762 $1.03M 0.12% -165 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2,748 $1.03M 0.54% -2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 2,710 $1.01M 0.09% 0 13F-HR Timeline Parkshore Wealth Management, Inc. More: the full row for Parkshore Wealth Management, Inc. 2,659 $995K 0.25% +333 13F-HR Timeline RCS Financial Planning, LLC More: the full row for RCS Financial Planning, LLC 2,651 $992K 0.54% -67 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 2,607 $976K 0.17% -1,680 13F-HR Timeline Investment Planning Advisors, Inc. More: the full row for Investment Planning Advisors, Inc. 2,599 $973K 0.22% -8 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 2,561 $959K 0.19% +1 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 2,529 $946K 0.15% -1,876 13F-HR Timeline Southland Equity Partners LLC More: the full row for Southland Equity Partners LLC 2,448 $916K 0.16% -74 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 2,445 $915K 0.13% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,442 $914K 0.21% 0 13F-HR Timeline Cannon Advisors, Inc. More: the full row for Cannon Advisors, Inc. 2,395 $913K 0.53% +895 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 2,400 $898K 0.19% +640 13F-HR Timeline MLG Wealth Management DBA Pine Grove Fi… More: the full row for MLG Wealth Management DBA Pine Grove Financial Group 2,397 $897K 0.09% +855 13F-HR Timeline August Group Capital Ltd More: the full row for August Group Capital Ltd 2,365 $885K 0.9% new 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 2,352 $880K 0.14% 0 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 2,329 $872K 0.25% -280 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 2,324 $870K 0.19% -511 13F-HR Timeline Intelligence Driven Advisers, LLC More: the full row for Intelligence Driven Advisers, LLC 2,315 $866K 0.15% -351 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 2,288 $856K 0.77% +60 13F-HR Timeline Planning Strategies Inc. 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More: the full row for WestHill Financial Advisors, Inc. 2,248 $841K 0.14% -206 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 2,240 $838K 0.13% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,222 $832K 0.33% +35 13F-HR Timeline Apeiron RIA LLC More: the full row for Apeiron RIA LLC 2,182 $819K 0.19% +422 13F-HR Timeline Wise Wealth Partners More: the full row for Wise Wealth Partners 2,171 $813K 1.49% -159 13F-HR Timeline Northside Capital Management, LLC More: the full row for Northside Capital Management, LLC 2,166 $811K 0.06% 0 13F-HR Timeline Meridian Financial Advisors, LLC More: the full row for Meridian Financial Advisors, LLC 2,123 $795K 0.37% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 2,109 $789K 0.06% +249 13F-HR Timeline Box Hill Private Wealth LLC More: the full row for Box Hill Private Wealth LLC 2,103 $787K 0.57% +5 13F-HR Timeline McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 2,071 $775K 0.27% 0 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 2,062 $772K 0.09% -1 13F-HR Timeline Ring Mountain Capital, LLC More: the full row for Ring Mountain Capital, LLC 2,061 $771K 0.32% +9 13F-HR Timeline ALKEME WEALTH, LLC More: the full row for ALKEME WEALTH, LLC 2,036 $762K 0.29% +1,175 13F-HR Timeline Cooper Financial Group More: the full row for Cooper Financial Group 1,995 $747K 0.06% +622 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 1,967 $736K 0.33% -53 13F-HR Timeline RED CRANE WEALTH MANAGEMENT, LLC More: the full row for RED CRANE WEALTH MANAGEMENT, LLC 1,957 $732K 0.51% 0 13F-HR Timeline Hofer & Associates. Inc More: the full row for Hofer & Associates. Inc 1,957 $732K 0.51% +1,385 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 1,904 $724K 0.16% -186 13F-HR Timeline MinichMacGregor Wealth Management, LLC More: the full row for MinichMacGregor Wealth Management, LLC 1,916 $717K 0.12% +30 13F-HR Timeline Triangle Securities Wealth Management More: the full row for Triangle Securities Wealth Management 1,901 $712K 0.14% -6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Outbound Financial Inc More: the full row for Outbound Financial Inc 1,864 $698K 0.44% 0 13F-HR Timeline Redhawk Wealth Advisors, Inc. 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