CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 92 $29.2K 0.01% -101 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 93 $29K 0.02% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 91 $28.9K 0.07% new 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 83 $26.4K <0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 81 $25.7K 0.02% 13F-HR Timeline O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 79 $25.1K <0.01% +18 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 75 $24.7K 0.02% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 77 $24.5K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 77 $24.3K 0.01% -2 13F-HR Timeline Cooksen Wealth, LLC More: the full row for Cooksen Wealth, LLC 75 $23.8K 0.02% +31 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 75 $23.8K 0.02% +58 13F-HR Timeline Summer Road LLC More: the full row for Summer Road LLC 93 $22.7K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 70 $22.2K 0.01% +58 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $22.2K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 66 $21K 0.01% -57 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 65 $20.6K 0.01% +38 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 64 $20.5K 0.01% -9 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 66 $20K 0.01% -3 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 63 $20K <0.01% -4 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 74 $19K 0.02% -983 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 59 $18.7K 0.01% -20 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 58 $18.4K 0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 57 $18.1K 0.01% +2 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 56 $17.8K <0.01% -1 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 55 $17.5K 0.01% -1,128 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 55 $17.5K 0.01% -33 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 53 $16.8K 0.02% -15 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 50 $15.9K <0.01% 0 13F-HR Timeline Palouse Capital Management, Inc. More: the full row for Palouse Capital Management, Inc. 50 $15.9K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $15.9K 0.02% -1,745 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 49 $15.6K 0.76% -50 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 48 $15.2K 0.01% -21 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 48 $15.2K 0.01% -110 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 45 $14.3K 0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 42 $13.3K 0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 66 $13.1K 0.01% -27 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 40 $12.7K 0.19% -50 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 30 $12.6K <0.01% -6 13F-HR/A Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 39 $12.4K 0.03% 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 37 $11.8K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 36 $11K <0.01% -7 13F-HR Timeline HOERTKORN RICHARD CHARLES More: the full row for HOERTKORN RICHARD CHARLES 30 $9.53K <0.01% +10 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 30 $9.53K <0.01% new 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 30 $9.53K <0.01% 0 13F-HR Timeline Group Friedenthal Financial More: the full row for Friedenthal Financial 28 $8.89K <0.01% +15 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 28 $8.89K <0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 27 $8.58K <0.01% -100 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 25 $7.94K <0.01% 0 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 24 $7.62K <0.01% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 22 $6.99K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 22 $6.99K <0.01% -1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $6.35K <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 19 $6.04K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 14 $4.45K <0.01% -81 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 14 $4.45K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 13 $4.13K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 13 $4.13K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 12 $4K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 12 $3.81K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 12 $3.81K <0.01% -51 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 9 $3.63K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.18K <0.01% -63,970 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10 $3.18K <0.01% -5 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 10 $3.18K <0.01% 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 10 $3K <0.01% 0 13F-HR Timeline CARDEROCK CAPITAL MANAGEMENT INC More: the full row for CARDEROCK CAPITAL MANAGEMENT INC 9 $2.86K <0.01% new 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 9 $2.86K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 7 $2.22K <0.01% 0 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 6 $1.91K <0.01% new 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 6 $1.91K <0.01% 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 5 $1.59K <0.01% new 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 5 $1.59K <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 4 $1.27K <0.01% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 4 $1.27K <0.01% -6 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $953 <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 3 $953 <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 70 $222 0.01% +13 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. Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.