FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 45 $10.3K 0.01% 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 44 $10.1K 0.01% 13F-HR Timeline Grayhawk Investment Strategies Inc. 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More: the full row for Quest 10 Wealth Builders, Inc. 35 $8.03K 0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 37 $8K <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 34 $8K <0.01% -920 13F-HR Timeline Group CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 33 $7.58K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 32 $7.35K 0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $6.66K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 27 $6.2K <0.01% 0 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 26 $6.01K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 26 $5.97K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 25 $5.74K <0.01% -17 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 25 $5.74K <0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 25 $5.74K <0.01% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 23 $5K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for GABLES CAPITAL MANAGEMENT INC. 21 $4.82K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 20 $4.59K <0.01% -6 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 20 $4.59K <0.01% -6 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 19 $4.36K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $4.36K 0.19% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 19 $4.36K <0.01% +4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 18 $4.13K <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 17 $3.9K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 16 $3.76K <0.01% +6 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 16 $3.67K <0.01% new 13F-HR/A Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 14 $3.03K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 13 $2.99K <0.01% +8 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 13 $2.87K <0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 12 $2.79K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 11 $2.52K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 10 $2.3K <0.01% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 10 $2.3K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 9 $2.07K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 8 $1.84K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $1.84K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 8 $1.84K <0.01% +1 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 8 $1.84K <0.01% -18 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 7 $1.61K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 7 $1.61K <0.01% -7 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 7 $1.61K <0.01% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 6 $1.38K <0.01% 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 5 $1.15K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 5 $1.15K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $1.15K <0.01% 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 5 $1.11K <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 5 $1K <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 4 $983 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4 $918 <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $918 <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 201 $461 0.03% +101 13F-HR/A Timeline State of Wyoming More: the full row for State of Wyoming 2 $459 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1 $230 <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 1 $230 <0.01% 0 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 6,676 $1.53B +14 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.