Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 1,185 $27K 0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,200 $26.9K 0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1,200 $26.9K 0.02% -20 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 1,197 $26.8K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,179 $26.4K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 1,168 $26.2K <0.01% +400 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 1,167 $26.1K 0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,152 $26K 0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,153 $25.8K <0.01% +2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,130 $25.3K 0.01% -200 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1,108 $24.8K 0.01% +20 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1,106 $24.8K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 1,102 $24.7K 0.03% -70 13F-HR/A Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 1,077 $24.1K 0.02% -607 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,187 $24K <0.01% +476 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 1,046 $23.4K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 1,013 $22.7K 0.01% +203 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 1,008 $22.6K <0.01% +8 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 996 $22.3K 0.02% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 986 $22.1K 0.01% -311 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 1,026 $22K <0.01% -91 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 978 $21.9K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 924 $21.8K 0.01% -45 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 968 $21.7K <0.01% +207 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 430 $21.6K 0.24% -19 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 963 $21.6K 0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 1,059 $21.1K 0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 938 $21K 0.01% -918 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 934 $20.9K 0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 914 $20.5K 0.01% +232 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 1,020 $20.5K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 900 $20.2K 0.01% -401 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 900 $20.2K 0.02% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 899 $20.1K 0.02% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 919 $20K 0.01% -13 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 869 $19.5K 0.02% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 868 $19.4K 0.02% +25 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 850 $19K 0.01% -33 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 836 $18.7K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 835 $18.7K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 817 $18.3K <0.01% -240 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 803 $18K 0.01% -32 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 800 $17.9K <0.01% -212 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 800 $17.9K 0.02% -800 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 785 $17.6K 0.02% -36 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 784 $17.6K 0.01% -333 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 784 $17.6K <0.01% -1,284 13F-HR Timeline MOTCO More: the full row for MOTCO 878 $17.4K <0.01% +13 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 769 $17.2K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 790 $17K <0.01% -608 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 732 $16.4K <0.01% -472 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 732 $16.4K 0.01% +294 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 719 $16.1K <0.01% -452 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 685 $15.3K 0.01% -22 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 670 $15K 0.01% +200 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 640 $15K <0.01% +100 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 668 $15K 0.01% -2 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 665 $14.9K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 658 $14.7K <0.01% -204 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 654 $14.7K 0.01% -11 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 638 $14.3K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 606 $13.6K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 600 $13.4K 0.01% -500 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 560 $12.5K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 539 $12.1K 0.01% new 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 536 $12K 0.18% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 536 $12K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 534 $12K 0.01% 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 528 $11.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 503 $11.5K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 505 $11.3K 0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 505 $11.3K 0.01% +492 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 500 $11.2K 0.03% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 500 $11.2K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 500 $11.2K <0.01% -1,473 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 500 $11.2K <0.01% -545 13F-HR Timeline Quarry LP More: the full row for Quarry LP 492 $11K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 486 $10.9K 0.01% -60 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 485 $10.9K 0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 481 $10.8K <0.01% +103 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 451 $10.1K <0.01% +200 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 450 $10.1K 0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 439 $9.83K 0.01% +56 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 429 $9.61K 0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 403 $9.03K 0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 410 $9K <0.01% -500 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 400 $8.96K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 427 $8.72K <0.01% +37 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 373 $8.36K <0.01% +200 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 365 $8.17K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 365 $8.17K <0.01% 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 350 $7.84K 0.01% -37 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 344 $7.71K <0.01% 0 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 335 $7.5K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 335 $7.5K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 319 $7.15K <0.01% +100 13F-HR Timeline Semmax Financial Advisors Inc. More: the full row for Semmax Financial Advisors Inc. 350 $6.99K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 308 $6.89K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 278 $6.23K <0.01% +7 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 275 $6.16K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 271 $6.06K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 255 $6K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 266 $5.96K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 266 $5.96K <0.01% -160 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 259 $5.88K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 255 $5.71K <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 241 $5.4K <0.01% -169 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 236 $5.29K <0.01% -4 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 235 $5.26K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 235 $5.26K <0.01% +100 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 230 $5.15K <0.01% -55 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 224 $5.02K <0.01% new 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 220 $4.93K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 206 $4.61K <0.01% -1,500 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 205 $4.59K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 203 $4.55K <0.01% -248 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 200 $4.48K <0.01% -300 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 200 $4.48K <0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $4.48K <0.01% new 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 200 $4.48K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 200 $4.48K <0.01% +75 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 198 $4.44K <0.01% +102 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 198 $4.43K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 194 $4.35K <0.01% +30 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 188 $4.21K <0.01% +34 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 187 $4.19K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $4K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 177 $3.96K <0.01% -30 13F-HR Timeline WORMSER FRERES GESTION More: the full row for WORMSER FRERES GESTION 175 $3.92K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 165 $3.7K <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 165 $3.7K <0.01% 0 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 155 $3.47K 0.01% 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 153 $3.43K <0.01% +21 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 148 $3.31K <0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 147 $3.29K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 142 $3.18K <0.01% +105 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $2.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 139 $2.75K <0.01% 0 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 121 $2.73K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 119 $2.66K <0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 118 $2.64K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 113 $2.53K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 109 $2.44K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 107 $2.4K 0.12% -475 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 106 $2.37K <0.01% -2,999 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 104 $2.34K <0.01% +57 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 102 $2.29K <0.01% 0 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 101 $2.25K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 100 $2.24K <0.01% -85 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $2.24K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 83 $1.86K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 80 $1.79K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 80 $1.79K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 80 $1.79K <0.01% 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 79 $1.78K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 75 $1.69K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 71 $1.59K <0.01% +54 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 69 $1.54K <0.01% -170 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 66 $1.48K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 65 $1.46K <0.01% -1,730 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 63 $1.39K <0.01% -89 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 60 $1.34K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 52 $1.17K <0.01% -200 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 50 $1.12K <0.01% -1,179 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 45 $1.01K <0.01% -222 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 39 $874 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 38 $851 <0.01% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 36 $806 <0.01% -300 13F-HR Timeline Mid-American Wealth Advisory Group, Inc. More: the full row for Mid-American Wealth Advisory Group, Inc. 20 $448 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 19 $426 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 13 $291 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,295 $290 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10 $222 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $157 <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5 $112 <0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 5 $112 <0.01% -5 13F-HR Timeline Keystone Global Partners, LLC More: the full row for Keystone Global Partners, LLC 4 $89 <0.01% new 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 2 $45 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 1 $15 <0.01% new 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1 $13 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 0 $9 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. TrinityBridge Ltd More: the full row for TrinityBridge Ltd 280 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.