Park Place Capital Corp More: the full row for Park Place Capital Corp 29 $43.4K 0.01% -6 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 28 $42.4K 0.01% +14 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 27 $40.4K 0.01% -42 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 27 $40.4K 0.01% +3 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 27 $40K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 25 $37.4K <0.01% -29 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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Advisory Services LLC 16 $23.9K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 16 $23.9K <0.01% +1 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 13 $22.8K 0.03% 13F-HR/A Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 15 $22.4K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 15 $22.4K 0.01% -40 13F-HR Timeline Ameliora Wealth Management Ltd. 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A. More: the full row for WEBSTER BANK, N. A. 9 $13.5K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 8 $12K <0.01% +2 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 8 $12K <0.01% +3 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8 $12K <0.01% -4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 8 $12K <0.01% -7 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 7 $10.5K <0.01% -29 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 7 $10.5K <0.01% 0 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 6 $8.98K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 6 $8.98K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 6 $8.98K <0.01% +3 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 6 $8.98K <0.01% +1 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6 $8.98K <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 6 $8.98K <0.01% new 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 6 $8.98K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 6 $8.98K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 6 $8.98K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 5 $7.61K <0.01% -1 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 5 $7.48K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 5 $7.48K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 5 $7.48K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 5 $7K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 4 $5.99K <0.01% -2 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 4 $5.99K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 4 $5.99K <0.01% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 3 $5K <0.01% -222,170 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 3 $4.49K <0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 3 $4.49K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 3 $4.49K <0.01% +1 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 3 $4.49K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $4.49K <0.01% new 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 3 $4.49K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 3 $4.49K <0.01% -2 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $4.49K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 3 $4K <0.01% new 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 3 $4K <0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 2 $3.02K <0.01% new 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2 $2.99K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 2 $2.99K <0.01% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 2 $2.99K <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 2 $2.99K <0.01% 0 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2 $2.99K <0.01% +1 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2 $2.99K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2 $2.99K <0.01% +2 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 2 $2.99K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 2 $2.99K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 2 $2.99K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $2.8K <0.01% -3 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $1.51K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 1 $1.5K <0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 1 $1.5K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1 $1.5K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1 $1.5K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $1.5K <0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1 $1.5K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 1 $1.5K <0.01% new 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 1 $1.5K <0.01% 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1 $1.5K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $1.5K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1 $1.5K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $1.5K <0.01% -2 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $1.5K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1 $1.5K <0.01% -115 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1 $15 <0.01% new 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% -1,657 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.