Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 325 $5.88K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 320 $5.79K <0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 318 $5.75K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 301 $5.67K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 302 $5.47K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 301 $5.44K +201 Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 300 $5.42K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 300 $5.42K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. 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More: the full row for Strategic Wealth Partners, Ltd. 57 $1.03K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 56 $1.01K <0.01% -15 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 56 $1.01K <0.01% +1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 52 $941 <0.01% -8 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 50 $904 <0.01% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 50 $904 <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 48 $864 <0.01% 0 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 47 $850 <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 43 $777 <0.01% -8,000 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 41 $743 <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 40 $723 <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 18 $325 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 18 $323 <0.01% +10 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 18 $320 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 17 $308 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 17 $308 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 17 $307 <0.01% new 13F-HR/A Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 16 $307 <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 16 $289 <0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 15 $271 <0.01% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 12 $216 <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 11 $206 <0.01% -7 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $199 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $181 <0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 7 $127 <0.01% -601 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $127 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 6 $109 <0.01% -10 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 6 $109 <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 5 $90 <0.01% -497 13F-HR Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $90 <0.01% 13F-HR Timeline City State Bank More: the full row for City State Bank 4 $72 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $72 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 3 $46 <0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 2 $41 <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.