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More: the full row for Parkworth Wealth Management, Inc. 12 $1.84K <0.01% -1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,155 $1.77K 0.07% -525 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $1.54K <0.01% new 13F-HR/A Timeline Group BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.54K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 10 $1.54K <0.01% new 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 9 $1.38K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 9 $1.38K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 8 $1.24K <0.01% -346 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $1.07K <0.01% -12 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $922 <0.01% 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 5 $768 <0.01% 13F-HR Timeline GKV Capital Management Co., Inc. 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Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $61.4K -399 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.