Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 450 $76.3K 0.02% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 444 $75.2K <0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 434 $73.5K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 424 $71.9K <0.01% -371 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 408 $69.1K <0.01% -12,774 13F-HR/A Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 406 $68.8K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 403 $68.3K <0.01% +180 13F-HR Timeline Collier Financial More: the full row for Collier Financial 400 $67.8K 0.05% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $67.8K 0.03% 0 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 385 $65.2K <0.01% +9 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 353 $59K 0.01% +64 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 347 $58.8K 0.01% +120 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 333 $56.4K 0.04% 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 330 $56K 0.01% +31 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 319 $54.1K 0.02% +283 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 312 $52.9K 0.01% +244 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 303 $51.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 300 $50.8K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 291 $49.3K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 290 $49.1K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 281 $47.6K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 273 $46.3K <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 247 $41.9K 0.02% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 242 $41K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 242 $41K 0.01% 0 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 240 $40.7K <0.01% -5 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 238 $40.3K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 238 $40K 0.01% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 235 $39.8K 0.01% new 13F-HR Timeline Evelyn Partners Asset Management Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Asset Management Ltd 231 $39.1K 0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 213 $36.1K 0.01% +12 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 239 $35.7K 0.01% +115 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 206 $35.5K 0.01% +103 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 207 $35.1K <0.01% 0 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 200 $33.9K 0.02% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 197 $33.4K <0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 196 $33.1K 0.01% +10 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 195 $33K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 183 $31K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 182 $30.8K 0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 180 $30.5K 0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 177 $30K <0.01% +4 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 177 $30K <0.01% +24 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 177 $30K 0.01% -15,520 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 168 $28.5K <0.01% +117 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 160 $27.1K 0.02% +20 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 159 $26.9K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 154 $26.1K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 154 $26.1K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 155 $26K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 150 $25.4K <0.01% 0 13F-HR Timeline Group Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 150 $25K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 146 $24.7K <0.01% new 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 171 $24.6K 0.02% -61 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 139 $23.6K <0.01% +22 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 136 $23.1K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 134 $22.7K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 125 $21.3K <0.01% +15 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 123 $20.8K <0.01% 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 114 $19.3K 0.01% -18 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 112 $19K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 112 $19K <0.01% -44 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 110 $18.6K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 120 $17.9K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 105 $17.8K 0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 103 $17.5K <0.01% +95 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 102 $17.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 102 $17.3K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 100 $16.9K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 100 $16.9K <0.01% new 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $16.9K 0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 99 $16.7K 0.01% +1 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 91 $15.3K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 90 $15.3K 0.01% +40 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 90 $15.2K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 88 $14.9K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 84 $14.2K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 83 $14.1K <0.01% +15 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 86 $14K <0.01% +26 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 82 $13.9K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 81 $13.7K <0.01% +9 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 78 $13.2K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 78 $13.2K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 74 $12.6K <0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 74 $12.5K <0.01% -30 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 72 $12.2K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $11K <0.01% +6 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 64 $10.8K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 63 $10.7K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 62 $10.5K <0.01% +12 13F-HR/A Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 61 $10.3K <0.01% -47 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 60 $10.2K 0.01% -1 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 57 $9.66K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 57 $9.66K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 57 $9.66K <0.01% +7 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 55 $9.32K <0.01% +10 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 51 $8.64K <0.01% -58 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 51 $8.64K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $8.33K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 49 $8.31K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $8.11K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $7.98K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 47 $7.97K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 47 $7.96K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 45 $7.63K <0.01% +11 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 44 $7.46K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 43 $7.29K <0.01% -4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 43 $7.29K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 41 $7.03K <0.01% +5 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 41 $6.95K <0.01% +39 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 40 $6.78K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 37 $6.27K <0.01% 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 37 $6.27K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 36 $6.1K 0.01% +34 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 36 $6K <0.01% new 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 35 $6K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 35 $5.93K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 35 $5.93K <0.01% +22 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 35 $5.93K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 34 $5.76K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 32 $5.42K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 31 $5.25K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 30 $5.08K <0.01% new 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $5.08K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 30 $5.08K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 30 $5.08K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 28 $4.83K <0.01% +13 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 27 $4.58K <0.01% new 13F-HR Timeline Heartwood Wealth Advisors LLC More: the full row for Heartwood Wealth Advisors LLC 27 $4.58K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 27 $4.58K <0.01% +10 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 26 $4.41K <0.01% new 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 24 $4.07K <0.01% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 24 $4.07K <0.01% -1,769 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $3.87K <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 22 $3.73K <0.01% +9 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 22 $3.73K <0.01% +9 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 21 $3.57K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 21 $3.56K 0.02% -36 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 20 $3.43K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 18 $3.05K <0.01% -16 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 18 $3.05K <0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 18 $3K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 17 $3K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 17 $2.88K <0.01% +1 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $2.54K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $2.54K <0.01% +5 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $2.37K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 16 $2.31K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 13 $2.2K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13 $2.2K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $2.2K <0.01% +9 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $2.2K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12 $2.03K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 12 $2.03K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 10 $2K <0.01% new 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $1.86K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10 $1.7K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 10 $1.7K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 9 $1.52K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8 $1.36K <0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 8 $1.36K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 8 $1.36K <0.01% -9 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $1.36K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $1.35K 0.05% -2 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 640 $1.08K 0.04% -800 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 6 $1.02K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $1.02K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 6 $1.02K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 6 $1.02K <0.01% 0 13F-HR Timeline Group FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 6 $1K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $848 <0.01% +3 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $848 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 4 $678 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 3 $518 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $509 <0.01% new 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 2 $339 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2 $339 <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 2 $339 <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2 $339 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 1 $169 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $169 <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 0 $41 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $16 <0.01% 0 13F-HR Timeline Group Amount filed as zero, left out of ratios.