Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 430 $32.9K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 423 $31.9K 0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 412 $31.1K <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 381 $28.7K 0.03% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 368 $27.7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 360 $27.3K <0.01% -398 13F-HR Timeline WELLINGTON-ALTUS USA INC. 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More: the full row for Itau Unibanco Holding S.A. 121 $9.12K <0.01% 0 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 111 $8.33K <0.01% +41 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 100 $7.54K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 99 $7.46K <0.01% +17 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 95 $7.16K <0.01% 0 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 79 $5.96K <0.01% +23 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 77 $5.8K 0.01% +25 13F-HR/A Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $5.28K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 67 $5.05K <0.01% +15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 61 $4.6K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 61 $4.6K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 54 $4.07K <0.01% -61 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 49 $4K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 52 $3.92K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 51 $3.85K <0.01% 0 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 47 $3.58K 0.01% 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 47 $3.54K <0.01% +20 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 43 $3.24K <0.01% +10 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 40 $3.02K <0.01% new 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 40 $3.02K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 46 $3K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for Strategic Wealth Partners, Ltd. 26 $1.96K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $1.9K <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 25 $1.89K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 23 $1.73K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 22 $1.66K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 22 $1.6K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 21 $1.58K <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $1.51K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 20 $1.51K <0.01% -16 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 19 $1.43K <0.01% -18 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 18 $1.36K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 16 $1.21K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 16 $1.21K <0.01% +5 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 16 $1.21K <0.01% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 15 $1.13K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $1.06K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 14 $1.05K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 11 $829 <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 11 $818 <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 9 $678 <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 8 $603 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $529 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7 $528 <0.01% 0 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 6 $473 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $377 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $377 <0.01% +2 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 5 $377 <0.01% 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $304 <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3 $226 <0.01% -9 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $151 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $151 <0.01% -57 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $151 <0.01% +1 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $76 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $76 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $54 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 0 $12 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios.