New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 391 $74.6K 0.03% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 387 $73.8K 0.02% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 379 $72.2K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 372 $70.9K 0.04% +4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 363 $69.2K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 353 $67.3K 0.02% +2 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 344 $65.6K <0.01% -12 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 338 $64.4K <0.01% -135 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 337 $64.2K 0.08% new 13F-HR Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 333 $63.5K 0.01% -151 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 319 $60.8K 0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 308 $58.7K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 324 $57.8K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 300 $57.2K 0.04% +10 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 290 $55.3K 0.01% -5 13F-HR Timeline Quarry LP More: the full row for Quarry LP 279 $53.2K 0.01% +170 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 271 $51.6K 0.01% +262 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 266 $50K 0.01% +5 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 260 $49.5K 0.01% +2 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 245 $46.7K <0.01% new 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 239 $45.5K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 239 $45.5K 0.01% +79 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 231 $44.1K 0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 230 $43.8K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 219 $41.7K 0.03% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 218 $41.5K <0.01% +18 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 210 $40K <0.01% -16 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 200 $38.1K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 200 $38.1K 0.03% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 187 $35.6K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 183 $34.9K <0.01% -1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 181 $34.5K 0.02% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 189 $34.4K 0.03% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 178 $33.9K 0.02% +46 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 176 $33.5K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 173 $33K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 172 $32.8K <0.01% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 171 $32.6K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 170 $32.4K 0.03% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 161 $30.7K <0.01% -5 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 155 $29.5K 0.01% +122 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 153 $29.2K 0.02% +2 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 152 $29K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 150 $28.6K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 148 $28.2K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 144 $27.4K <0.01% +3 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 137 $26.1K <0.01% 0 13F-HR Timeline Group Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 135 $25.7K <0.01% +17 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 131 $25K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 127 $24.3K <0.01% +35 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 122 $23.3K <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 121 $23.1K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 118 $22.5K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 118 $22.5K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 117 $22K 0.01% +6 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $21.9K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 114 $21.7K 0.01% -88 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 112 $21.3K <0.01% +21 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 112 $21.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 116 $21.1K 0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 110 $21K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 109 $20.8K <0.01% 0 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 106 $20.2K <0.01% -2 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $19.1K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $19.1K 0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 100 $19.1K 0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 102 $19K <0.01% -201 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 101 $19K <0.01% +6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 97 $18.6K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 94 $18K <0.01% -34 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 92 $17.5K <0.01% +35 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 91 $17.2K <0.01% -2,492 13F-HR Timeline Group iA Global Asset Management Inc. More: the full row for iA Global Asset Management Inc. 86 $16K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 80 $15K <0.01% +6 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 76 $14.5K <0.01% -1,000 13F-HR Timeline Group Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 75 $14.3K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 73 $13.9K <0.01% -6 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 73 $13.9K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 70 $13.3K <0.01% -11 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 70 $13.3K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 70 $13.3K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 69 $13.2K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 67 $12.8K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 70 $12.7K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 65 $12.4K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 62 $11.9K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 62 $11.8K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 60 $11.4K <0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 56 $10.7K <0.01% 0 13F-HR/A Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 55 $10.5K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 54 $10.3K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 53 $10.1K <0.01% 0 13F-HR Timeline Group KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 53 $9.91K 0.01% 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 52 $9.89K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 50 $9.53K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 50 $9.53K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 50 $9.53K 0.02% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 50 $9.53K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 49 $9.34K <0.01% -66 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $9.34K <0.01% +3 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 47 $8.96K <0.01% +12 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 46 $8.84K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 48 $8.79K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 46 $8.77K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 41 $7.81K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 40 $7.62K <0.01% 0 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 39 $7.1K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 37 $7.05K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 33 $6.29K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 32 $6.13K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 32 $6.1K <0.01% new 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 33 $6K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 31 $5.91K <0.01% +30 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 31 $5.91K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 30 $5.72K <0.01% +19 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 30 $5.72K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 29 $5.53K <0.01% -3 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 28 $5.35K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26 $4.96K <0.01% new 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $4.96K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 24 $4.57K <0.01% +1 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 19 $4K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 20 $3.81K <0.01% 0 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 19 $3.62K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $3.45K <0.01% -1 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 17 $3.24K <0.01% +1 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 17 $3.24K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 16 $3.05K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $2.86K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 15 $2.73K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $2.67K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 13 $2.48K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $2.37K <0.01% +3 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 12 $2.29K <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $2.29K <0.01% +2 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 11 $2.1K <0.01% +4 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 11 $2.1K <0.01% 0 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 15 $2K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 10 $1.82K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 9 $1.72K <0.01% +2 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9 $1.72K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.72K <0.01% +2 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 8 $1.52K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 8 $1.52K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 8 $1.39K <0.01% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 7 $1.33K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 7 $1.33K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 7 $1.27K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 6 $1.14K <0.01% -4 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 6 $1.14K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.14K <0.01% -1 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 6 $1.14K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.14K <0.01% -1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 6 $1.14K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 7 $1K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $953 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 5 $953 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $953 <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 4 $763 <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 4 $762 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 4 $762 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 3 $617 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 3 $574 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $572 <0.01% -1 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3 $572 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 3 $572 <0.01% +2 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $553 <0.01% 0 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 2 $382 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $382 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 2 $381 <0.01% 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2 $381 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 2 $381 <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2 $381 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $191 <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1 $191 <0.01% -159 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $191 <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4 $71 <0.01% -41 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -4,577 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Peterson Wealth Services More: the full row for Peterson Wealth Services 61,042 $34.3K +60,862 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.