NBZ Investment Advisors LLC More: the full row for NBZ Investment Advisors LLC 195 $30.2K 0.02% +90 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 184 $28.6K 0.02% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 182 $28.1K <0.01% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 184 $28K 0.01% new 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 178 $28K 0.02% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 180 $27.8K 0.02% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 178 $27.5K 0.02% -681 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 173 $26.8K 0.01% -147 13F-HR/A Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 168 $26K 0.02% +119 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 166 $25.8K 1.47% -79 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 161 $24.9K 0.03% 0 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 160 $24.1K 0.02% new 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 151 $23.4K 0.01% +126 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 107 $16.6K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 100 $15.5K 0.01% +80 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $15.5K 0.02% new 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 79 $12.9K 0.01% 0 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 80 $12K 0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 73 $11.3K 0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 72 $11.1K 0.19% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 70 $10.8K 0.01% +42 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 66 $10.2K <0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 56 $8.66K 0.01% -317 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 56 $8.64K 0.03% -8,557 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 41 $6.34K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 41 $6.34K <0.01% -19 13F-HR Timeline Disciplined Equity Management, Inc. More: the full row for Disciplined Equity Management, Inc. 40 $6.19K <0.01% +20 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 3,235 $5K 0.19% +130 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 27 $4.34K <0.01% +22 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 26 $4K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 22 $3.4K <0.01% -3 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 21 $3.25K <0.01% +1 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 21 $3.25K <0.01% -71 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 20 $3.1K <0.01% new 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 20 $3.1K <0.01% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 437,322 $2.83K 0.43% -96,504 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.55K <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 8 $1.24K <0.01% 0 13F-HR Timeline WASHINGTON GROWTH STRATEGIES LLC More: the full row for WASHINGTON GROWTH STRATEGIES LLC 155 $495 0.45% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $180 <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 1 $155 <0.01% -867 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $155 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -78,073 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 5 $227K -775 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.