Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 1,250 $25.1K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,240 $24.9K 0.01% +66 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,229 $24.6K 0.01% -802 13F-HR/A Timeline Avos Capital Management, LLC More: the full row for Avos Capital Management, LLC 1,228 $24.3K 0.02% 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 1,200 $24.1K 0.02% 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,197 $24K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,185 $24K 0.01% 0 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 1,185 $23.8K 0.01% new 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 1,185 $23.8K 0.02% 13F-HR/A Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,180 $23.7K 0.02% 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,179 $23.6K 0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,167 $23.4K 0.01% +33 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 1,165 $23.4K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,143 $22.9K 0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 1,140 $22.9K 0.01% -321 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 1,117 $22.4K 0.01% -377 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,113 $22.3K 0.01% -1,267 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,100 $22.1K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,097 $22K <0.01% -199 13F-HR/A Timeline Aquatic Capital Management LLC More: the full row for Aquatic Capital Management LLC 1,097 $22K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,090 $21.9K 0.01% 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1,075 $21.6K 0.01% -699 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,045 $21K <0.01% -318 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,043 $20.9K 0.01% +128 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,025 $20.6K 0.02% 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,020 $20.5K 0.01% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,000 $20.1K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,000 $20.1K <0.01% -248 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 1,011 $20K 0.01% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 1,007 $20K 0.01% -52 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 996 $20K 0.02% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 978 $19.6K <0.01% -49 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 961 $19.3K 0.01% +748 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 956 $19.2K <0.01% -1,869 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 916 $18.4K 0.04% 0 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 900 $18K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 899 $18K 0.02% 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 931 $18K 0.01% 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 910 $18K <0.01% -1,350 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 887 $17.8K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 869 $17.4K 0.01% 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 868 $17.4K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 832 $16.7K 0.01% +19 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 803 $16.6K 0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 757 $16.3K 0.01% +265 13F-HR Timeline Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 812 $16.3K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 805 $16.1K 0.01% 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 803 $16.1K 0.01% 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 800 $16K <0.01% -100 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 788 $15.8K <0.01% -1,655 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 770 $15.4K <0.01% -9,892 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 769 $15.4K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 768 $15.4K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 767 $15.4K 0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 761 $15.3K <0.01% -3,450 13F-HR/A Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 750 $15K 0.01% -361 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 790 $15K <0.01% -100 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 735 $14.7K <0.01% -430 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 724 $14.5K 0.01% -640 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 714 $14.3K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 707 $14.2K 0.01% -1,200 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 707 $14.2K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 687 $13.8K 0.01% -682 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 680 $13.6K <0.01% -561 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 678 $13.6K <0.01% +250 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 678 $13.6K 0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 665 $13.3K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 665 $13.3K 0.01% -38,582 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 638 $12.8K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 602 $12.1K 0.01% +159 13F-HR Timeline Tributary Capital Management, LLC More: the full row for Tributary Capital Management, LLC 600 $12K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 600 $12K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 596 $11.9K <0.01% -674 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 591 $11.7K <0.01% -366 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 494 $11.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 563 $11.3K 0.01% 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 540 $11.1K <0.01% -3 13F-HR Timeline Northwest Bank & Trust Co More: the full row for Northwest Bank & Trust Co 454 $10.9K 0.01% -84 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 536 $10.7K 0.2% 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 535 $10.7K <0.01% +400 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 532 $10.7K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 516 $10.3K 0.01% +126 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $10K 0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 500 $10K 0.01% 0 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 500 $10K 0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 470 $9.41K <0.01% -1,000 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 470 $9.31K 0.01% -5,100 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 462 $9.26K 0.02% 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 450 $9.02K 0.01% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 460 $9K 0.01% -3,274 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 438 $8.78K 0.01% -190 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 434 $8.7K 0.02% new 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 429 $8.6K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 422 $8.46K <0.01% 0 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 350 $8.45K <0.01% +25 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 410 $8.22K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 410 $8.22K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 409 $8.21K <0.01% +4 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 403 $8.08K 0.01% 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 400 $8.02K 0.01% 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 400 $8.02K 0.01% -400 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 405 $8K <0.01% -4,860 13F-HR Timeline Group Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 385 $7.72K 0.01% 13F-HR/A Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 395 $7.67K 0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 374 $7.59K <0.01% -172 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 375 $7.52K <0.01% +325 13F-HR Timeline Group NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 375 $7.52K <0.01% new 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 369 $7.39K 0.01% 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 347 $7K 0.01% +283 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 335 $7K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 344 $6.9K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 343 $6.88K <0.01% -23 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 341 $6.84K <0.01% 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 336 $6.74K <0.01% -780 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 336 $6.73K 0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 335 $6.72K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 330 $6.62K 0.01% 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 318 $6.38K <0.01% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 309 $6.19K <0.01% +98 13F-HR Timeline Standard Family Office LLC More: the full row for Standard Family Office LLC 297 $5.96K 0.01% -396 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 289 $5.79K <0.01% -23 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 271 $5.43K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 255 $5.11K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 250 $5.01K <0.01% -173 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 255 $5K <0.01% -840 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 243 $4.88K <0.01% 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 239 $4.79K <0.01% -300 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 235 $4.71K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 235 $4.71K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 225 $4.51K 0.2% +137 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 212 $4.25K <0.01% 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 209 $4.19K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 205 $4.11K <0.01% -407 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 200 $4.01K <0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $4.01K <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $4K <0.01% 13F-HR Timeline TANAKA CAPITAL MANAGEMENT INC More: the full row for TANAKA CAPITAL MANAGEMENT INC 180 $4K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 152 $4K <0.01% -5 13F-HR Timeline Group Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 187 $3.75K <0.01% 0 13F-HR Timeline Modus Advisors, LLC More: the full row for Modus Advisors, LLC 187 $3.75K <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 180 $3.61K <0.01% new 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 175 $3.5K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 165 $3.31K <0.01% 13F-HR Timeline Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 155 $3.11K 0.01% -600 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 151 $3.03K <0.01% -3,497 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 150 $3.01K <0.01% -13 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 147 $2.95K <0.01% +3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 140 $2.81K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 139 $2.79K <0.01% -990 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 136 $2.61K <0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 126 $2.53K <0.01% new 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 125 $2.51K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 122 $2.45K <0.01% +107 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 121 $2.44K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 117 $2.35K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 115 $2.31K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 115 $2.31K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 113 $2.27K <0.01% 13F-HR Timeline Boit C F David More: the full row for Boit C F David 108 $2.17K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 101 $2.02K <0.01% 0 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 101 $2.02K <0.01% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 100 $2K <0.01% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 100 $2K <0.01% -1,565 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 140 $2K <0.01% +90 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 100 $2K <0.01% -1,033 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 83 $1.66K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 83 $1.66K <0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 79 $1.59K <0.01% -15,003 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 75 $1.51K <0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 4,676 $1.5K <0.01% 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 70 $1.4K <0.01% 0 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 63 $1.26K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 61 $1.23K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 60 $1.2K <0.01% -150 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 60 $1.2K <0.01% -15 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 57 $1.14K <0.01% -805 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 53 $1.06K <0.01% -4 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 50 $1K <0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 50 $1K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 46 $923 <0.01% +36 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 4,023 $807 0.05% -477 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 34 $682 <0.01% -454 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 25 $501 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 20 $401 <0.01% -1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 19 $381 <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 18 $361 <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,295 $260 0.01% -850 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 13 $249 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $249 <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 11 $235 0.02% -14,047 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10 $199 <0.01% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 8 $160 <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 5 $100 <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5 $100 <0.01% -400 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $8 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 16 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Edge Capital Group, LLC More: the full row for Edge Capital Group, LLC 35 $230K -32,287 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.