North Capital, Inc. More: the full row for North Capital, Inc. 92 $11.4K 0.01% +1 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 85 $10.7K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 81 $10.7K <0.01% -396 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 84 $10.5K <0.01% +1 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 84 $10.4K 0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 83 $10.3K <0.01% +3 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 83 $10.3K 0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 81 $10.1K <0.01% -19 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 88 $10K <0.01% -8 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 80 $9.95K <0.01% 0 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 78 $9.71K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 75 $9.38K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 75 $9.33K 0.01% -25 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 75 $9.33K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 75 $9.33K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 71 $8.83K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 68 $8.46K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 65 $8.08K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 76 $7.83K <0.01% -5 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 60 $7.46K <0.01% 0 13F-HR Timeline Group Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 60 $7.46K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 59 $7.34K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 58 $7.21K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 60 $7K <0.01% -41 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 52 $6.47K 0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 50 $6.22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 50 $6.22K 0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 48 $5.97K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 46 $5.72K <0.01% +32 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 44 $5.53K <0.01% -4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 39 $4.85K <0.01% -35 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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