Northwest Quadrant Wealth Management, L… More: the full row for Northwest Quadrant Wealth Management, LLC 1,500 $201K 0.05% new 13F-HR Timeline Conestoga Capital Advisors, LLC More: the full row for Conestoga Capital Advisors, LLC 1,500 $201K <0.01% new 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 1,500 $201K 0.12% new 13F-HR Timeline VIRGINIA WEALTH MANAGEMENT GROUP, INC. More: the full row for VIRGINIA WEALTH MANAGEMENT GROUP, INC. 1,500 $201K 0.12% new 13F-HR Timeline Burt Wealth Advisors More: the full row for Burt Wealth Advisors 1,496 $201K 0.05% new 13F-HR Timeline Socha Financial Group, LLC More: the full row for Socha Financial Group, LLC 1,491 $200K 0.09% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,463 $197K 0.07% -12 13F-HR Timeline Prudent Man Investment Management, Inc. 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More: the full row for Navera Investment Management Ltd. 1,250 $168K <0.01% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 1,240 $167K 0.11% +280 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 1,230 $165K 0.17% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1,216 $163K 0.16% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,193 $160K 0.01% new 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,159 $159K 0.13% -938 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 1,156 $155K 0.03% new 13F-HR Timeline ZynergyRetirementPlanningLLC More: the full row for ZynergyRetirementPlanningLLC 1,271 $154K 0.11% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1,130 $152K 0.06% -4,000 13F-HR/A Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 1,105 $148K 0.11% -50 13F-HR Timeline Paloma Partners Management Co in group Paloma Partners Management Co More: the full row for Paloma Partners Management Co 1,089 $146K 0.01% -81,778 13F-HR Timeline Group 1620 INVESTMENT ADVISORS, INC. 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More: the full row for MidAtlantic Capital Management, Inc. 1,001 $134K 0.1% 0 13F-HR Timeline Gladstone Capital Management LLP More: the full row for Gladstone Capital Management LLP 1,000 $134K 0.01% -487,231 13F-HR Timeline 7G CAPITAL MANAGEMENT, LLC More: the full row for 7G CAPITAL MANAGEMENT, LLC 1,000 $134K 0.12% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,000 $134K 0.06% -1,000 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 988 $133K 0.06% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 984 $132K <0.01% +29 13F-HR Timeline Group AlphaQuest LLC More: the full row for AlphaQuest LLC 959 $129K 0.02% -3,869 13F-HR Timeline Wingate Wealth Advisors, Inc. 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More: the full row for Grayhawk Investment Strategies Inc. 640 $85.9K 0.16% 0 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 640 $85K 0.05% +65 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 610 $81.9K 0.04% -560 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 553 $74.3K 0.09% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 549 $73.7K 0.04% +19 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 535 $71.8K 0.06% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 530 $71.2K 3.09% -165 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 493 $66.2K 0.05% +283 13F-HR Timeline LAM GROUP, INC. 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More: the full row for DHJJ Financial Advisors, Ltd. 340 $45.7K 0.02% 0 13F-HR Timeline CRITERION CAPITAL ADVISORS, LLC More: the full row for CRITERION CAPITAL ADVISORS, LLC 359 $44.4K 0.03% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 5,630,809 $41.9K 6.05% +5,588,768 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 300 $40.3K 0.02% new 13F-HR Timeline ELKHORN PARTNERS LIMITED PARTNERSHIP in group ELKHORN PARTNERS LIMITED PART… More: the full row for ELKHORN PARTNERS LIMITED PARTNERSHIP 300 $40K 0.03% -200 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 281 $37.8K 0.04% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 261 $35K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 260 $34.9K 0.02% +160 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 250 $33.6K 0.02% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 248 $33K 0.02% -100 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 236 $31.7K 0.08% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 226 $30.4K 0.01% +36 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 220 $29.5K 0.03% -500 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 210 $28.2K 0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 207 $27.8K 0.02% new 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 202 $27.1K 0.01% +2 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 200 $26.9K 0.01% -200 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 200 $26.9K 0.03% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 200 $26.9K 0.62% 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 180 $24.2K 0.01% 0 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 170 $22.8K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 165 $22.2K 0.02% -4 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 160 $21.5K 0.02% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 150 $20.1K 0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. 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More: the full row for Cordant, Inc. 10 $1.34K <0.01% 0 13F-HR Timeline CAMPBELL CAPITAL MANAGEMENT INC More: the full row for CAMPBELL CAPITAL MANAGEMENT INC 10 $1.34K <0.01% new 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 50 $67 <0.01% 0 13F-HR/A Timeline Members Trust Co More: the full row for Members Trust Co 12,495 $1.68B +570 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios. Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 4,775 $641M new 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.