Pure Financial Advisors, LLC More: the full row for Pure Financial Advisors, LLC 2,246 $214K <0.01% new 13F-HR Timeline FDx Advisors, Inc. More: the full row for FDx Advisors, Inc. 2,242 $214K 0.07% -5,562 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 2,203 $210K 0.02% new 13F-HR Timeline Forefront Analytics, LLC More: the full row for Forefront Analytics, LLC 2,196 $209K 0.24% -16,892 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 2,179 $208K 0.09% new 13F-HR Timeline M.E. ALLISON & CO., INC. More: the full row for M.E. ALLISON & CO., INC. 2,167 $207K 0.2% new 13F-HR Timeline Busey Bank More: the full row for Busey Bank 2,166 $207K 0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2,145 $205K 0.09% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 2,136 $204K 0.01% new 13F-HR/A Timeline BURKE & HERBERT BANK & TRUST CO More: the full row for BURKE & HERBERT BANK & TRUST CO 2,117 $202K 0.05% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 2,085 $199K 0.03% -478 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,053 $196K 0.05% -513 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 2,035 $194K 0.09% +247 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 1,930 $184K 0.01% -498 13F-HR Timeline Group DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 1,891 $180K 0.04% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 1,796 $171K <0.01% -179 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,762 $168K 0.03% +452 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 1,755 $167K 0.1% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,755 $167K 0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 1,751 $167K 0.12% +10 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,727 $165K <0.01% -177 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Mechanics Financial Corp More: the full row for Mechanics Financial Corp 1,710 $163K 0.07% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,630 $155K 0.01% -1,668 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 1,490 $142K 0.02% new 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 1,480 $141K 0.01% 0 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 1,480 $141K 0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,346 $128K 0.02% -616 13F-HR/A Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,346 $128K 0.01% -711 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,316 $126K <0.01% +311 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,293 $123K <0.01% +215 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,264 $121K 0.01% -14,998 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 1,193 $114K 0.05% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 1,171 $112K 0.07% -1,225 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1,096 $105K <0.01% +887 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,050 $101K 0.06% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,053 $100K 0.02% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,050 $100K 0.04% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,028 $98K 0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,013 $96.6K 0.01% -92 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 1,000 $95.4K 0.07% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 990 $94.4K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 908 $86.6K 0.01% -122 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 1,000 $83.8K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 876 $83.5K <0.01% +51 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 859 $81.9K 0.05% +817 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 854 $81.4K 0.02% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 858 $80.9K 0.02% +772 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 832 $79.4K 0.04% -73 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 814 $77.6K 0.01% -1 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 771 $73.5K 0.02% +4 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 761 $72.6K 0.04% 0 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 760 $72.5K 0.02% -408 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 734 $70K 0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 715 $68.2K 0.02% -20 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 708 $68K <0.01% +2 13F-HR Timeline Group ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 710 $67.7K <0.01% +410 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 704 $67.1K 0.03% +8 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 672 $64.1K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 660 $62.9K 0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 601 $57.3K <0.01% -217 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 600 $57.2K 0.04% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 597 $56.9K 0.01% -22 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 577 $55K 0.02% +1 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 570 $54.4K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 555 $52.9K 0.02% +10 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 554 $52.8K 0.01% +351 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 530 $50.5K <0.01% 0 13F-HR Timeline Group Powell Investment Advisors, LLC More: the full row for Powell Investment Advisors, LLC 501 $47.8K 0.02% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 468 $44.6K 0.02% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 460 $43.9K 0.02% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 459 $43.8K 0.01% +61 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 458 $43.7K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 455 $43.4K 0.01% +2 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 449 $42.9K <0.01% +22 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 440 $42K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 438 $41.8K <0.01% +2 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 429 $40.9K 0.01% +24 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 420 $40.1K 0.12% -37 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 414 $39.5K 0.03% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 408 $38.9K 0.01% 0 13F-HR Timeline Weaver Capital Management LLC More: the full row for Weaver Capital Management LLC 394 $37.5K 0.01% -79 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 391 $37.3K 0.02% +17 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 377 $36K <0.01% -290 13F-HR Timeline Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 377 $35K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 358 $34.1K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 335 $31.9K 0.01% 0 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 326 $31.1K <0.01% +207 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 313 $29.9K 0.02% +25 13F-HR Timeline Group Trivant Custom Portfolio Group, LLC More: the full row for Trivant Custom Portfolio Group, LLC 303 $28.9K 0.02% +127 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 302 $28.8K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 301 $28.7K <0.01% 0 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 290 $28K <0.01% -100 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 270 $26K 0.01% +1 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 266 $25.4K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 264 $25.2K 0.03% -22 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 259 $24.7K <0.01% +45 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 255 $24.3K 0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 254 $24.2K <0.01% new 13F-HR/A Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 248 $23.7K <0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 229 $21.8K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 226 $21.5K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 223 $21.3K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 220 $21K 0.01% -2 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 204 $19.4K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 200 $19.1K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 192 $18.3K <0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 190 $18.1K 0.01% 0 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 186 $17.7K <0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 180 $17.2K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 174 $16.6K 0.01% 0 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 172 $16.4K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 170 $16.2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 169 $16.1K 0.02% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 157 $15K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 154 $14.7K 0.01% -243 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 150 $14.3K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 149 $14.2K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 148 $14K 0.01% +132 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 142 $13.5K 0.01% +56 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 135 $12.9K <0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 132 $12.6K 0.01% +13 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 130 $12.4K <0.01% -2 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 130 $12.4K <0.01% 13F-HR Timeline Group GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 113 $10.8K <0.01% +9 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 112 $10.7K <0.01% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 110 $10.5K <0.01% -450 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 106 $10.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 106 $10.1K <0.01% -24 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 101 $9.63K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 100 $9.54K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 98 $9.35K <0.01% +6 13F-HR Timeline CX Institutional More: the full row for CX Institutional 99 $9K <0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 94 $8.96K <0.01% 0 13F-HR Timeline Lord & Richards Wealth Management, LLC More: the full row for Lord & Richards Wealth Management, LLC 91 $8.68K 0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 88 $8.38K <0.01% +1 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 85 $8.11K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 87 $8K <0.01% -233,717 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 80 $7.63K <0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 76 $7.25K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 75 $7.15K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 71 $6.77K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 70 $6.68K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 68 $6.49K <0.01% new 13F-HR/A Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 60 $5.72K <0.01% -640 13F-HR/A Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 59 $5.63K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 54 $5.15K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 53 $5.08K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 45 $4.2K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 44 $4.2K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 43 $4.1K <0.01% 0 13F-HR/A Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 41 $3.91K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40 $3.81K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 34 $3.26K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 34 $3.24K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 33 $3.15K <0.01% new 13F-HR Timeline Group Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 32 $3K <0.01% 0 13F-HR Timeline Provident Wealth Management, LLC More: the full row for Provident Wealth Management, LLC 27 $2.58K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 27 $2.58K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24 $2.29K <0.01% -189 13F-HR/A Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 27 $2K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $2K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 20 $1.91K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 20 $1.91K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 20 $1.9K <0.01% -5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 17 $1.62K <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $1.43K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 13 $1.24K <0.01% -8 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12 $1.14K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $858 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 9 $825 <0.01% -524 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $668 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $494 <0.01% -16 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 5 $477 <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $95 <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -40,077 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.