CAMDEN NATIONAL BANK More: the full row for CAMDEN NATIONAL BANK 4,418 $365K 0.05% +242 13F-HR Timeline PARTNERS WEALTH MANAGEMENT, LLC More: the full row for PARTNERS WEALTH MANAGEMENT, LLC 4,417 $365K 0.36% 0 13F-HR Timeline DecisionMap Wealth Management, LLC More: the full row for DecisionMap Wealth Management, LLC 4,411 $365K 0.2% +558 13F-HR Timeline Professional Financial Advisors, LLC More: the full row for Professional Financial Advisors, LLC 4,410 $364K 0.06% -102 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 4,410 $364K 0.2% -500 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 4,402 $364K 0.04% +114 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,400 $364K 0.08% 0 13F-HR Timeline Arrow Financial Corp in group Arrow Financial Corp More: the full row for Arrow Financial Corp 4,399 $364K 0.03% 0 13F-HR Timeline Group Stronghold Wealth Management L.L.C. More: the full row for Stronghold Wealth Management L.L.C. 4,395 $363K 0.49% +35 13F-HR Timeline Chris Bulman Inc More: the full row for Chris Bulman Inc 4,390 $363K 0.13% +940 13F-HR Timeline Circle Wealth Management, LLC More: the full row for Circle Wealth Management, LLC 4,383 $362K <0.01% 0 13F-HR Timeline TENET WEALTH PARTNERS, LLC More: the full row for TENET WEALTH PARTNERS, LLC 4,148 $362K 0.27% 13F-HR Timeline Koenig Investment Advisory, LLC More: the full row for Koenig Investment Advisory, LLC 4,380 $362K 0.28% 0 13F-HR Timeline GRANITE ISLANDS PRIVATE WEALTH, LLC More: the full row for GRANITE ISLANDS PRIVATE WEALTH, LLC 4,375 $362K 0.27% -389 13F-HR Timeline LEUTHOLD GROUP, LLC More: the full row for LEUTHOLD GROUP, LLC 4,368 $361K 0.04% +34 13F-HR Timeline Kondo Wealth Advisors, Inc. More: the full row for Kondo Wealth Advisors, Inc. 4,366 $361K 0.12% +22 13F-HR Timeline JOURNEY RETIREMENT PLANNING & INVESTMEN… More: the full row for JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC 4,362 $361K 0.28% +284 13F-HR Timeline Frederick Financial Consultants, LLC More: the full row for Frederick Financial Consultants, LLC 4,353 $360K 0.15% -427 13F-HR Timeline SUMMIT WEALTH & RETIREMENT PLANNING, IN… More: the full row for SUMMIT WEALTH & RETIREMENT PLANNING, INC. 4,350 $359K 0.08% -986 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,343 $359K 0.1% -2 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 4,342 $359K 0.01% -5 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 4,342 $358K 0.13% +8 13F-HR Timeline Orographic Financial Advisors, LLC More: the full row for Orographic Financial Advisors, LLC 4,030 $358K 0.24% 0 13F-HR Timeline Gilliland Jeter Wealth Management LLC More: the full row for Gilliland Jeter Wealth Management LLC 4,317 $357K 0.09% 0 13F-HR Timeline Cherry Creek Investment Advisors, Inc. More: the full row for Cherry Creek Investment Advisors, Inc. 4,314 $356K 0.14% +14 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4,308 $356K 0.04% +349 13F-HR Timeline Ballast, Inc. More: the full row for Ballast, Inc. 4,303 $356K 0.07% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 4,294 $355K 0.11% 0 13F-HR Timeline New Covenant Trust Company, N.A. 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More: the full row for PFC CAPITAL GROUP, INC. 4,265 $352K 0.14% -2,150 13F-HR Timeline Invera Wealth Advisors, LLC More: the full row for Invera Wealth Advisors, LLC 4,253 $351K 0.19% new 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,251 $351K 0.08% -19 13F-HR Timeline P.A.W. CAPITAL CORP More: the full row for P.A.W. CAPITAL CORP 4,250 $351K 0.27% -350 13F-HR/A Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4,245 $351K <0.01% -218 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 4,239 $350K 0.04% -197 13F-HR Timeline S Harris Financial Group, LLC More: the full row for S Harris Financial Group, LLC 4,233 $350K 0.27% +183 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 4,232 $350K 0.09% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 4,223 $349K 0.03% +175 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 4,217 $348K 0.03% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 4,211 $348K 0.15% new 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 4,209 $348K 0.07% -207 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 4,155 $348K 0.01% 0 13F-HR Timeline American Trust More: the full row for American Trust 4,203 $347K 0.03% -20 13F-HR Timeline OAKWORTH CAPITAL, INC. 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More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 4,100 $339K 0.02% 0 13F-HR Timeline KEYNOTE FINANCIAL SERVICES LLC More: the full row for KEYNOTE FINANCIAL SERVICES LLC 4,100 $339K 0.16% 0 13F-HR Timeline BXM Wealth LLC More: the full row for BXM Wealth LLC 4,097 $339K 0.18% +773 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 4,095 $338K 0.07% -97 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 4,092 $338K 0.25% +160 13F-HR Timeline Wall Street Financial Group, Inc. 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More: the full row for Family Capital Management, Inc. 4,061 $336K 0.13% -131 13F-HR Timeline Next Level Private LLC More: the full row for Next Level Private LLC 4,057 $335K 0.07% +26 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 4,057 $335K 0.02% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4,052 $335K 0.02% 0 13F-HR Timeline KWB Wealth More: the full row for KWB Wealth 4,051 $335K 0.03% -1,148 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 4,048 $335K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 4,047 $334K 0.18% 0 13F-HR Timeline CMG Global Holdings, LLC More: the full row for CMG Global Holdings, LLC 4,038 $334K 0.14% -539 13F-HR Timeline Weinberger Asset Management, Inc More: the full row for Weinberger Asset Management, Inc 3,860 $334K 0.11% -60 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 4,035 $333K 0.02% -41 13F-HR Timeline Group PEDDOCK CAPITAL ADVISORS, LLC More: the full row for PEDDOCK CAPITAL ADVISORS, LLC 4,024 $333K 0.07% 0 13F-HR Timeline James Hambro & Partners LLP More: the full row for James Hambro & Partners LLP 4,019 $332K 0.01% 0 13F-HR Timeline Kure Advisory, LLC More: the full row for Kure Advisory, LLC 4,002 $331K 0.16% +38 13F-HR Timeline UNITED BANK More: the full row for UNITED BANK 4,000 $331K 0.04% 0 13F-HR Timeline Dempze Nancy E More: the full row for Dempze Nancy E 4,000 $331K 0.16% 0 13F-HR Timeline EPIQ PARTNERS, LLC More: the full row for EPIQ PARTNERS, LLC 4,000 $331K 0.14% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,999 $331K 0.05% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 3,978 $329K 0.04% 0 13F-HR Timeline DONALDSON CAPITAL MANAGEMENT, LLC More: the full row for DONALDSON CAPITAL MANAGEMENT, LLC 3,952 $327K 0.01% +105 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 3,936 $325K 0.07% +688 13F-HR Timeline Granite Harbor Advisors, Inc. More: the full row for Granite Harbor Advisors, Inc. 3,934 $325K 0.13% -16 13F-HR Timeline Schiavi & Co LLC More: the full row for Schiavi & Co LLC 2,866 $325K 0.09% -250 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 3,927 $325K 0.15% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 3,922 $324K 0.08% -15,639 13F-HR Timeline Walkner Condon Financial Advisors LLC More: the full row for Walkner Condon Financial Advisors LLC 3,921 $324K 0.04% -15 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 3,918 $324K 0.02% +360 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 3,917 $324K 0.19% -2,261 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 3,915 $324K 0.07% -448 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,907 $323K 0.33% +35 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,901 $322K 0.03% -193 13F-HR Timeline MARIETTA INVESTMENT PARTNERS LLC More: the full row for MARIETTA INVESTMENT PARTNERS LLC 3,900 $322K 0.06% 0 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 3,893 $322K 0.02% -3,274 13F-HR Timeline Madrona Financial Services, LLC More: the full row for Madrona Financial Services, LLC 3,892 $322K 0.06% -6 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 3,888 $321K 0.04% +80 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,888 $321K 0.01% -5,522 13F-HR Timeline Accelerate Investment Advisors LLC More: the full row for Accelerate Investment Advisors LLC 3,881 $321K 0.18% +40 13F-HR Timeline Parkwoods Wealth Partners, LLC More: the full row for Parkwoods Wealth Partners, LLC 3,880 $321K 0.05% new 13F-HR Timeline Swan Global Investments, LLC in group Swan Global Investments, LLC More: the full row for Swan Global Investments, LLC 3,873 $320K 0.01% +1,161 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 3,873 $320K 0.06% -1,833 13F-HR/A Timeline ALONGSIDE, LLC More: the full row for ALONGSIDE, LLC 3,873 $320K 0.06% 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,872 $320K 0.01% +345 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 3,869 $320K 0.03% +569 13F-HR Timeline RAM Investment Partners, LLC More: the full row for RAM Investment Partners, LLC 3,854 $318K 0.05% -2,526 13F-HR Timeline PENINSULA ASSET MANAGEMENT INC More: the full row for PENINSULA ASSET MANAGEMENT INC 3,851 $318K 0.15% 0 13F-HR Timeline Adelphi Trust Co More: the full row for Adelphi Trust Co 3,841 $317K 0.21% 0 13F-HR Timeline Meadow Creek Wealth Advisors LLC More: the full row for Meadow Creek Wealth Advisors LLC 3,838 $317K 0.19% -58 13F-HR Timeline COTTONWOOD CAPITAL ADVISORS, LLC More: the full row for COTTONWOOD CAPITAL ADVISORS, LLC 3,837 $317K 0.19% +3 13F-HR Timeline HRC WEALTH MANAGEMENT, LLC More: the full row for HRC WEALTH MANAGEMENT, LLC 3,836 $317K 0.13% +1 13F-HR Timeline VestGen Investment Management More: the full row for VestGen Investment Management 3,830 $317K 0.17% -9,217 13F-HR Timeline BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 3,829 $316K 0.02% -24 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 3,828 $316K 0.04% +587 13F-HR Timeline Petix & Botte Co More: the full row for Petix & Botte Co 3,828 $316K 0.06% +1,914 13F-HR Timeline United Wealth Management, LLC More: the full row for United Wealth Management, LLC 3,818 $316K 0.07% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 3,818 $316K 0.04% -19 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,811 $315K 0.03% -121 13F-HR Timeline Cannon Wealth Management Services, LLC More: the full row for Cannon Wealth Management Services, LLC 3,807 $315K 0.17% +81 13F-HR Timeline Ipswich Investment Management Co., Inc. More: the full row for Ipswich Investment Management Co., Inc. 3,804 $314K 0.07% -78 13F-HR Timeline Westhampton Capital, LLC More: the full row for Westhampton Capital, LLC 3,800 $314K 0.13% 0 13F-HR Timeline ERn Financial, LLC More: the full row for ERn Financial, LLC 3,799 $314K 0.05% +1,217 13F-HR Timeline Laraway Financial Advisors Inc More: the full row for Laraway Financial Advisors Inc 3,789 $313K 0.19% +4 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 3,775 $312K 0.06% +56 13F-HR Timeline VICUS CAPITAL More: the full row for VICUS CAPITAL 3,774 $312K 0.02% -117 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 3,772 $312K 0.1% 0 13F-HR Timeline Grove Street Fiduciary, LLC More: the full row for Grove Street Fiduciary, LLC 3,766 $311K 0.13% 0 13F-HR Timeline StoryOne LLC More: the full row for StoryOne LLC 3,766 $311K 0.15% +3,766 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 3,757 $310K 0.01% +591 13F-HR Timeline Quantessence Capital LLC More: the full row for Quantessence Capital LLC 3,754 $310K 0.91% new 13F-HR Timeline X-Square Capital, LLC More: the full row for X-Square Capital, LLC 3,745 $309K 0.08% +6 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 3,739 $309K 0.01% -3,550 13F-HR Timeline Group Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 3,739 $309K 0.1% +226 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 3,738 $309K 0.02% +2 13F-HR Timeline Group TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,736 $309K 0.04% 0 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 3,726 $308K 0.07% +21 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 3,726 $308K 0.13% -36 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 3,723 $308K 0.15% 0 13F-HR Timeline Madson Wealth Advisors Inc More: the full row for Madson Wealth Advisors Inc 3,718 $307K 0.21% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,718 $307K 0.34% +15 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 3,715 $307K 0.02% +238 13F-HR Timeline NORTHLAND SECURITIES, INC. 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More: the full row for Lifelong Wealth Advisors, Inc. 3,664 $303K 0.07% +17 13F-HR Timeline Carbahal Olsen Financial Services Group… More: the full row for Carbahal Olsen Financial Services Group, LLC 3,660 $302K 0.21% 0 13F-HR Timeline KNIGHTSBRIDGE ASSET MANAGEMENT, LLC More: the full row for KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 3,658 $302K 0.04% new 13F-HR/A Timeline Calydon Capital More: the full row for Calydon Capital 3,647 $301K 0.04% -503 13F-HR Timeline TCI Wealth Advisors, Inc. More: the full row for TCI Wealth Advisors, Inc. 3,644 $301K 0.01% -557 13F-HR Timeline Werba Rubin Papier Wealth Management More: the full row for Werba Rubin Papier Wealth Management 3,635 $300K 0.04% -659 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 3,633 $300K 0.03% +135 13F-HR Timeline Five Oceans Advisors More: the full row for Five Oceans Advisors 3,625 $300K 0.1% +125 13F-HR Timeline Nolet Wealth Management, LLC More: the full row for Nolet Wealth Management, LLC 3,622 $299K 0.17% -4 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 3,621 $299K 0.04% +1,091 13F-HR Timeline Advisory Resource Group More: the full row for Advisory Resource Group 3,619 $299K 0.04% +516 13F-HR Timeline Verity & Verity, LLC More: the full row for Verity & Verity, LLC 3,605 $298K 0.02% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 3,603 $298K 0.02% -32 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 3,601 $298K 0.03% -389 13F-HR Timeline Cannon Financial Strategists, Inc. More: the full row for Cannon Financial Strategists, Inc. 3,600 $298K 0.03% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 3,591 $297K 0.08% +207 13F-HR Timeline Navis Wealth Advisors, LLC More: the full row for Navis Wealth Advisors, LLC 3,575 $295K 0.11% -5 13F-HR Timeline Affinity Capital Advisors, LLC More: the full row for Affinity Capital Advisors, LLC 3,376 $295K 0.04% -8 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 3,041 $295K 0.07% -455 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 3,560 $294K 0.02% -452 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,558 $294K 0.02% -2 13F-HR Timeline Wealthquest Corp More: the full row for Wealthquest Corp 3,556 $294K 0.02% +81 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 3,555 $294K 0.03% new 13F-HR Timeline Allen Mooney & Barnes Investment Adviso… More: the full row for Allen Mooney & Barnes Investment Advisors LLC 3,553 $294K 0.04% -475 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 3,548 $293K 0.07% new 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 3,548 $293K 0.02% 0 13F-HR Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 3,543 $293K 0.3% 0 13F-HR Timeline VAUGHAN DAVID INVESTMENTS LLC/IL More: the full row for VAUGHAN DAVID INVESTMENTS LLC/IL 3,537 $292K 0.01% +67 13F-HR Timeline BetterWealth, LLC More: the full row for BetterWealth, LLC 3,526 $291K 0.05% 0 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 3,513 $290K 0.02% -176 13F-HR Timeline Financial Security Advisor, Inc. 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