CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $13.4K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 10 $13.4K <0.01% 0 13F-HR Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $13.4K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $13.4K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 10 $13.4K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 10 $13.4K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 10 $13K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 9 $12.4K <0.01% -1 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 9 $12.1K <0.01% new 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 9 $12.1K 0.01% +1 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 9 $12.1K <0.01% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 9 $12.1K 0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 9 $12K 0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 8 $10.7K 0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 7 $9.37K 0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 7 $9.37K 0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 6 $8.04K <0.01% new 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 6 $8.04K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $8.04K 0.39% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 5 $6.7K <0.01% -1 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 5 $6.7K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 5 $6.7K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 5 $6.47K <0.01% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 8 $5.4K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 4 $5.36K <0.01% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 4 $5.36K <0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 4 $5.36K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $5.36K <0.01% +2 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 4 $5.36K 0.01% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 3 $4.02K <0.01% new 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 2 $3K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $3K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 2 $2.68K 0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 2 $2.68K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 1 $1.34K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $1.34K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1 $1.34K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 1 $1.34K 0.03% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 10 $134 0.01% 0 13F-HR Timeline 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. Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 144,516 $561K +144,152 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.