CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 16 $6.19K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 16 $5.99K <0.01% -4 13F-HR Timeline Group Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 15 $5.8K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 13 $5.78K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 13 $5.03K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 13 $5.03K <0.01% -23 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 13 $5.03K <0.01% -3 13F-HR Timeline TOBAM More: the full row for TOBAM 14 $5K <0.01% -422 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 11 $4.26K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 11 $4.26K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 11 $4.26K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.87K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10 $3.87K <0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 10 $3.87K <0.01% new 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9 $3.48K <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 9 $3.48K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 9 $3.48K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 9 $3.48K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $3.48K <0.01% +5 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $3.1K 0.15% -1 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $3.1K <0.01% new 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 8 $3.1K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 8 $3.1K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 8 $2.77K <0.01% -11 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 7 $2.71K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7 $2.71K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $2.71K <0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 7 $2.71K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 7 $2.71K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 6 $2.35K <0.01% +4 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 6 $2.32K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 6 $2.32K <0.01% -283 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $1.93K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 5 $1.93K <0.01% new 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 2 $774 <0.01% new 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2 $774 <0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $597 0.01% -48 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 115 $445 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $387 <0.01% 13F-HR Timeline Group Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1 $387 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 62,675 $62.7K +62,513 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.