Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 182 $21.5K 0.01% +86 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 180 $21.3K <0.01% -300 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 179 $21.2K 0.01% +150 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 171 $20.2K <0.01% +67 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 171 $20K 0.01% -14 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 175 $19.7K <0.01% +46 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 162 $19.2K 0.01% +79 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 156 $18.4K 0.01% +30 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 155 $18.3K 0.01% -380 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 155 $18.3K <0.01% -6 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 155 $18.3K 0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 155 $18.3K 0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 147 $17.4K 0.01% +59 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 145 $17.1K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 143 $16.9K <0.01% -2 13F-HR Timeline Trust Co More: the full row for Trust Co 143 $16.9K <0.01% +1 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 142 $16.8K <0.01% +118 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 139 $16.4K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 138 $16.3K <0.01% -601 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 138 $16.3K <0.01% new 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 130 $15.4K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 125 $14.8K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 123 $14.5K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 119 $14.1K <0.01% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 118 $13.9K <0.01% +22 13F-HR Timeline BARRETT & COMPANY, INC. 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A. 12 $1.42K <0.01% -100 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $1.42K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 12 $1.42K <0.01% -10 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 12 $1.42K <0.01% -95 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 9 $1.06K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.06K <0.01% +5 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8 $946 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 7 $827 <0.01% +2 13F-HR Timeline Pacifica Partners Inc. 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More: the full row for Godfrey Financial Associates, Inc. 4 $473 <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 3 $355 <0.01% 0 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 3 $355 <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 3 $355 <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3 $354 <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3 $296 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $237 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2 $236 <0.01% -123 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $236 <0.01% -72 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $236 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1 $124 <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 1 $119 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $118 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 1 $118 <0.01% new 13F-HR Timeline