Activest Wealth Management More: the full row for Activest Wealth Management 8 $46.3K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 8 $46.3K 0.02% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 8 $46.3K 0.02% 0 13F-HR/A Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8 $46.3K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $46.3K 0.03% +4 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 8 $46.3K 0.03% -4 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 8 $46.3K 0.02% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 7 $40.5K 0.02% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 7 $40.5K <0.01% -1 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 7 $40.5K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 7 $40.5K 0.02% 0 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 7 $40.5K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 7 $40K 0.01% +1 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 6 $35K 0.01% +1 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 6 $35K 0.01% +3 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 6 $34.7K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 6 $34.7K 0.02% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 6 $34.7K 0.01% +1 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 6 $34.7K 0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 6 $34.7K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 6 $34.7K 0.02% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 6 $34.7K 0.04% +3 13F-HR Timeline HAZLETT, BURT & WATSON, INC. 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More: the full row for Westside Investment Management, Inc. 5 $28.7K 0.01% +4 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $27.7K 0.02% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $23.4K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 4 $23.2K <0.01% -2 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 4 $23.2K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 4 $23.2K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 4 $23.2K <0.01% -2 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 4 $23.2K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 4 $23.2K <0.01% -1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 4 $23.2K <0.01% 0 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 4 $23.2K 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4 $23.2K 0.01% 0 13F-HR/A Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 4 $23.2K 0.01% +3 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 4 $23.2K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 4 $23.2K 0.02% +1 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4 $23.2K <0.01% 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 4 $18K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 3 $17.6K 0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 3 $17.4K 0.04% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $17.4K <0.01% -1 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 3 $17.4K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $17.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 3 $17.4K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $17.4K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 3 $17.4K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 3 $17.4K 0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $17.4K 0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 3 $17.4K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $17.1K 0.01% +2 13F-HR Timeline EMC Capital Management More: the full row for EMC Capital Management 3 $17K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $16.6K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 2 $11.7K 0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 2 $11.6K <0.01% -1 13F-HR/A Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $11.6K <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $11.6K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $11.6K 0.01% +1 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 2 $11.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $11.6K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2 $11.6K 0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 2 $11.6K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 2 $11.6K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 2 $11.6K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2 $11.6K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 2 $11.6K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 2 $11.6K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 2 $11.6K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $11.6K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 2 $11.6K 0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 2 $11.6K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 2 $11.6K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2 $11.6K <0.01% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 2 $11.6K 0.02% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 2 $11.6K <0.01% +1 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 2 $11.6K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 2 $11.6K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 2 $11.6K 0.01% 0 13F-HR/A Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 2 $11.6K 0.01% 0 13F-HR/A Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 2 $11.6K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1 $5.79K <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1 $5.79K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $5.79K <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 1 $5.79K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1 $5.79K 0.28% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $5.79K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $5.79K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $5.79K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $5.79K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $5.79K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1 $5.79K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $5.79K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $5.73K <0.01% -15 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 1 $5.73K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1 $5.7K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $5K <0.01% 0 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 1 $4.61K <0.01% 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 0 $2.81K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $1.39K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 0 $1.1K <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5 $289 0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 0 $245 <0.01% -5 13F-HR Timeline Amount filed as zero, left out of ratios. Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $64 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. 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. Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 40,600 $523K new 13F-HR/A Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.