Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 2,561 $217K 0.01% -144 13F-HR Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 2,470 $209K <0.01% new 13F-HR Timeline Emerald Advisors, LLC More: the full row for Emerald Advisors, LLC 2,465 $209K 0.03% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,446 $207K 0.01% new 13F-HR Timeline GREENWOOD GEARHART LLC More: the full row for GREENWOOD GEARHART LLC 2,411 $204K 0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 2,310 $195K 0.11% +373 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 2,197 $186K 0.04% +127 13F-HR Timeline NEW YORK STATE COMMON RETIREMENT FUND More: the full row for NEW YORK STATE COMMON RETIREMENT FUND 2,066 $175K <0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,021 $171K 0.02% -481 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 2,000 $169K 0.04% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 1,914 $162K 0.04% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,821 $154K <0.01% +291 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,756 $149K <0.01% +913 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,723 $146K <0.01% +853 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,515 $128K 0.01% +42 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 1,472 $125K 0.01% +532 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,457 $123K 0.01% +4 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,435 $121K 0.01% -12 13F-HR Timeline BAYBAN More: the full row for BAYBAN 1,270 $107K 0.09% -500 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 1,223 $103K 0.04% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,203 $102K 0.01% +855 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,134 $95.9K 0.06% -2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,114 $94.2K 0.02% -20 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,104 $93.4K 0.02% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,075 $93.4K <0.01% +129 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 987 $83.5K 0.02% +4 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 972 $82.2K 0.03% 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 964 $81.6K 0.03% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 920 $77.8K <0.01% -11 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 905 $76.6K <0.01% +145 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 866 $73.3K 0.05% -29 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 859 $72.7K 0.03% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 816 $69K 0.02% 0 13F-HR Timeline Mitsubishi UFJ Trust & Banking Corp in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Trust & Banking Corp 799 $67.6K <0.01% +14 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 782 $66.1K <0.01% +68 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 780 $66K 0.06% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 768 $65K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 736 $62K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 729 $62K 0.04% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 704 $59.6K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 694 $58.7K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 688 $58K <0.01% -334 13F-HR Timeline Group First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 613 $51.9K <0.01% +16 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 609 $51.5K 0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 585 $49.5K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 577 $48K 0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 566 $47.9K <0.01% +153 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 559 $47.3K 0.05% -232 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 559 $47.3K 0.03% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 549 $46.5K <0.01% +29 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 549 $46.4K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 475 $41.8K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 493 $41.7K <0.01% +4 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 480 $40.6K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 473 $40K <0.01% +146 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 454 $39.9K 0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 459 $38.8K <0.01% +322 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 456 $38.6K <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 454 $38.4K <0.01% new 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 439 $37.1K 0.02% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 435 $36.8K 0.01% -29 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 427 $36.1K <0.01% -757 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 413 $34.9K 0.01% +117 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 409 $34.6K <0.01% +29 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 404 $34.2K <0.01% -57 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 399 $33.8K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 392 $33.2K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 366 $31K 0.02% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 355 $30K <0.01% +89 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 359 $30K <0.01% -133 13F-HR Timeline Group Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 352 $29.8K <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 351 $29.7K 0.02% +55 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 351 $29.1K 0.02% +20 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 334 $28.2K <0.01% -12 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 316 $26.7K <0.01% -2 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 316 $26.7K <0.01% +34 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 275 $23.3K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 263 $22.2K 0.01% -122 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 255 $21.6K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 250 $21.1K 0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 248 $21K <0.01% +35 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 243 $20.6K <0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 229 $19.4K <0.01% +2 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 229 $19.4K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 227 $19.2K <0.01% +183 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 230 $19K <0.01% +97 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 222 $19K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 219 $18.5K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 217 $18.4K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 216 $18.3K <0.01% +9 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 211 $17.9K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 210 $17.8K <0.01% -33 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 200 $16.9K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 194 $16.4K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 194 $16.4K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 190 $16.1K <0.01% -6,377 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 183 $15.5K 0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 182 $15.4K <0.01% -33 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 179 $15.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 171 $15K <0.01% +12 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 172 $14.6K <0.01% new 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 161 $14K 0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 164 $13.9K <0.01% +2 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 161 $13.6K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 158 $13.4K <0.01% +24 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 145 $12.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 144 $12.2K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 144 $12.2K <0.01% -30 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 138 $11.7K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 135 $11.3K <0.01% +58 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 130 $11K <0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 128 $10.8K 0.01% -7 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 126 $10.7K 0.01% -11 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 126 $10.7K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 122 $10.3K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 121 $10.2K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 114 $9.64K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 109 $9.22K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 100 $8.46K <0.01% -176 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 100 $8.46K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 91 $7.7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 91 $7.7K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 91 $7.7K 0.01% +13 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 88 $7.64K <0.01% +13 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 87 $7.36K <0.01% +15 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 86 $7.28K <0.01% +79 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 86 $7.28K 0.06% -103 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 84 $7.19K 0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 78 $6.6K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 76 $6.43K 0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 71 $6.01K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 70 $5.92K <0.01% +16 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 67 $5.67K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 64 $5.42K <0.01% +14 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 61 $5.16K <0.01% +6 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 61 $5.16K <0.01% +18 13F-HR/A Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 60 $5.08K 0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 59 $4.99K <0.01% +20 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 58 $4.91K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 54 $4.57K <0.01% new 13F-HR/A Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 54 $4.56K 0.01% 0 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 49 $4.15K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 47 $3.98K <0.01% -4 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 47 $3.98K <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 46 $3.89K <0.01% +30 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 45 $3.81K <0.01% 0 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 42 $3.55K <0.01% new 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 41 $3.47K <0.01% +30 13F-HR Timeline BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 40 $3.38K <0.01% new 13F-HR/A Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 39 $3.3K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 39 $3.27K <0.01% +1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 38 $3.21K <0.01% -64 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 36 $3.05K <0.01% -14 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 34 $2.91K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 34 $2.88K <0.01% +1 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 34 $2.88K <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 28 $2.37K <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 26 $2.2K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 25 $2.15K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 25 $2.12K <0.01% -25 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 25 $2.12K <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 24 $2.03K <0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 24 $2.03K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 24 $2.02K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 24 $2.01K <0.01% -14 13F-HR Timeline Group Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 22 $1.86K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 22 $1.86K <0.01% new 13F-HR Timeline Group GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 19 $1.61K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 17 $1.44K <0.01% -97 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 17 $1.44K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 16 $1.35K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $1.01K <0.01% -694 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 12 $1.01K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 12 $1.01K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 10 $846 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10 $846 <0.01% +2 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 9 $761 <0.01% new 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 8 $677 <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 8 $677 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 6 $508 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 4 $339 <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 2 $193 <0.01% 0 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.