Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,928 $128K 0.03% +1,128 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,922 $127K 0.01% +1,775 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1,875 $124K 0.04% +33 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 1,849 $123K 0.03% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,841 $122K 0.01% -940 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 1,833 $122K 0.02% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,832 $121K 0.08% +52 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 1,828 $121K 0.07% +3 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 1,817 $121K 0.02% +159 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1,800 $119K 0.05% 0 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 1,731 $115K 0.02% -3 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,722 $114K 0.02% +158 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,646 $109K 0.03% +52 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 1,625 $108K 0.1% -100 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,617 $107K 0.04% -442 13F-HR Timeline Financiere des Professionnels - Fonds d… More: the full row for Financiere des Professionnels - Fonds d'investissement inc. 1,600 $106K 0.01% 0 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 1,600 $106K 0.05% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 1,590 $105K 0.04% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,573 $104K 0.01% -1,011 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,552 $103K 0.01% -631 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 1,550 $103K 0.05% 0 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 1,521 $102K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,522 $101K 0.03% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1,505 $99.8K 0.05% -1 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,488 $99.4K <0.01% -145 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,499 $99.4K 0.04% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1,498 $99.3K 0.02% -38 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,496 $99.2K 0.05% 0 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 1,488 $98.7K 0.04% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 1,481 $98K 0.01% +3 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 1,453 $96.4K 0.02% +59 13F-HR Timeline Westchester Capital Management, Inc. More: the full row for Westchester Capital Management, Inc. 1,449 $96.1K 0.02% 0 13F-HR Timeline Grey Fox Wealth Advisors, LLC More: the full row for Grey Fox Wealth Advisors, LLC 1,400 $93.6K 0.02% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 1,408 $93.4K 0.02% +222 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 1,324 $88K <0.01% -2,629 13F-HR Timeline Group THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,323 $87.7K 0.17% -14,184 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 1,300 $86.2K 0.05% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 1,209 $86K 0.03% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,291 $85.6K 0.01% -220 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,284 $85.1K 0.03% -438 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 1,270 $84.2K 0.02% 0 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,265 $83.9K 0.02% -3,282 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,246 $82.6K 0.02% -4 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 1,240 $82.2K 0.06% +1 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,234 $81.8K 0.01% +233 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,224 $81.2K 0.04% +9 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,212 $80.4K 0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,210 $80.3K 0.05% +4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 1,200 $79.6K 0.07% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1,186 $78.6K 0.02% -294 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1,184 $78.5K 0.02% -14 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1,179 $78.2K 0.02% +54 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,164 $77.2K 0.04% -20 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1,163 $77.1K 0.05% +1,163 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,144 $75.9K 0.02% -420 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 1,140 $75.3K 0.07% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,118 $74.7K 0.07% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1,116 $74K 0.05% new 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,092 $72.4K 0.03% -200 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,065 $70.6K 0.07% -93 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 1,065 $70.6K 0.01% -114 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,065 $70.6K 0.04% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,060 $70.3K 0.06% +1 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1,047 $69.4K <0.01% -64 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 1,030 $68.3K 0.04% +7 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,011 $67.6K 0.03% -71 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1,000 $66.3K 0.02% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 996 $66.1K 0.04% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 994 $65.9K 0.03% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 993 $65.9K 0.06% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 980 $65K 0.02% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 979 $64.9K 0.04% +328 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 960 $63.7K 0.01% -16 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 956 $63.4K <0.01% -107 13F-HR Timeline Group SWAN Capital LLC More: the full row for SWAN Capital LLC 951 $63.1K 0.03% +51 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 945 $62.7K 0.02% 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 937 $62.1K 0.03% -16 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 931 $61.7K 0.01% +7 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 930 $61.7K 0.06% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 929 $61.6K 0.02% -27 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 915 $60.7K 0.04% new 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 912 $60.5K 0.03% -830 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 907 $60.2K 0.1% -48 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 881 $58.4K 0.05% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 875 $58K 0.06% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 850 $56.4K 0.02% -1,872 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 832 $55.2K 0.03% -4 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 806 $53.4K 0.02% +13 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 791 $52.5K 0.03% 0 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 777 $51.5K 0.02% +4 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 772 $51.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 771 $51.1K 0.04% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 762 $50.5K 0.01% -142 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 761 $50.5K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 755 $50.1K 0.03% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 750 $49.7K 0.16% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 749 $49.7K 0.05% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 700 $49.5K 0.04% 0 13F-HR/A Timeline S&T Bank/PA More: the full row for S&T Bank/PA 746 $49.5K 0.01% +567 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 744 $49K 0.02% +145 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 729 $48.7K 0.04% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 679 $45K 0.01% +25 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 654 $43.4K 0.03% 0 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 656 $43K 0.02% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 647 $42.9K 0.02% -231 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 647 $42.9K 0.03% +4 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 629 $41.7K 0.04% -2,064 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 613 $40.7K 0.03% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 613 $40.6K 0.03% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 592 $39.3K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 569 $39.2K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 591 $39K 0.12% new 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 585 $38.8K 0.03% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 573 $38K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 561 $37.2K <0.01% -24 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 558 $37K 0.01% -217 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 556 $36.9K 0.01% -67 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 498 $35.8K 0.02% +2 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 540 $35.8K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 525 $34.8K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 514 $34.1K 0.1% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 506 $33.6K 0.01% new 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 498 $33.3K 0.02% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 500 $33.2K 0.01% -95 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 489 $32.4K 0.01% +1 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 485 $32.1K 0.02% -365 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 483 $32K 0.01% +193 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 479 $31.8K 0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 436 $31.1K 0.04% 13F-HR/A Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 463 $30.7K 0.02% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 458 $30.4K 0.04% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 438 $29K 0.01% +340 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 436 $28.9K 0.12% -3,918 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 432 $28.7K 0.01% -44 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 430 $28.5K 0.01% +121 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 429 $28K 0.01% -216 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 410 $27.2K <0.01% new 13F-HR Timeline Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 411 $27K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 400 $26.8K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 400 $26.5K 0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 390 $25.9K 0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 377 $25K <0.01% +1 13F-HR Timeline TOBAM More: the full row for TOBAM 376 $25K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Breakwater Investment Management More: the full row for Breakwater Investment Management 376 $24.9K 0.01% -1,096 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 371 $24.8K 0.01% +14 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 375 $24K <0.01% 0 13F-HR Timeline Group Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 359 $23.8K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 356 $23.8K 0.01% +1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 352 $23.3K 0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 334 $22.2K 0.02% +50 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 333 $22.1K 0.01% +208 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 330 $21.9K 0.03% 0 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 323 $21.4K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 314 $21K 0.01% -1,821 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 313 $20.8K 0.01% +162 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 312 $20.7K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 310 $20.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $19.9K 0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 297 $19.7K <0.01% +196 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 295 $19.6K 0.01% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 280 $18.6K 0.02% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 277 $18.4K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 269 $17.8K 0.01% 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 267 $17.7K 0.01% +17 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 261 $17.3K 0.01% +3 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 261 $17.3K 0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 253 $16.9K 0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 245 $16.2K <0.01% +18 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 240 $15.9K 0.01% 0 13F-HR Timeline Corundum Trust Company, INC More: the full row for Corundum Trust Company, INC 238 $15.8K 0.03% new 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 231 $15.3K 0.01% +1 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 200 $13.3K 0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $13.3K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 199 $13.2K 0.01% +3 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 185 $12K 0.01% +2 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 165 $10.9K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 163 $10.8K <0.01% +23 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 154 $10.2K 0.05% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 152 $10.1K 0.01% -33 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 148 $9.81K 0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 148 $9.79K 0.01% +1 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 145 $9.62K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 139 $9.29K <0.01% +6 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 128 $9.08K <0.01% +1 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 135 $8.94K <0.01% +1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 131 $8.78K 0.01% -482 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 129 $8.54K 0.31% +55 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 112 $7.43K <0.01% -29 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 117 $7.23K 0.06% -9,254 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 105 $6.96K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 101 $6.7K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 100 $6.63K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 82 $5.45K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 82 $5.44K <0.01% -285 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 75 $5.35K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 69 $4.58K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 67 $4.44K <0.01% -21 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 61 $4.05K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,892 $3.91K 0.15% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 58 $3.85K <0.01% 0 13F-HR Timeline