Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 135 $3.07K <0.01% new 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 133 $3.02K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 132 $3K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $2.84K <0.01% -130 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 125 $2.82K <0.01% +42 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 124 $2.82K <0.01% -41,822 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 121 $2.77K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 118 $2.69K <0.01% -251 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 118 $2.68K <0.01% +48 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 117 $2.66K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 113 $2.57K <0.01% -848 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 109 $2.48K <0.01% new 13F-HR Timeline Boit C F David More: the full row for Boit C F David 108 $2.45K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 102 $2.32K <0.01% -187 13F-HR Timeline Group Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 101 $2.29K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 100 $2.27K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 96 $2.18K <0.01% -54 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 82 $1.86K <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 80 $1.82K <0.01% -155 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 79 $1.8K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 75 $1.71K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 75 $1.7K <0.01% new 13F-HR/A Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 66 $1.5K <0.01% +46 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 60 $1.36K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 60 $1.36K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 57 $1.29K <0.01% 0 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 50 $1.14K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 47 $1.08K <0.01% -14 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 43 $984 <0.01% new 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 42 $954 <0.01% -2,408 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 37 $841 <0.01% -9 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 27 $613 <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 21 $477 <0.01% -5,671 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 19 $431 <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 17 $386 <0.01% new 13F-HR/A Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 13 $296 <0.01% 0 13F-HR Timeline Group West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,295 $294 0.01% 0 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 10 $227 <0.01% new 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 10 $227 <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 10 $225 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 7 $159 <0.01% new 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 5 $114 <0.01% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 2 $45 <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% new 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 $6 <0.01% -750 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -14,747 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.