Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 23 $2.82K <0.01% -23 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 22 $2.7K <0.01% +21 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 21 $2.57K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 21 $2.57K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 21 $2.57K 0.11% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 21 $2.57K <0.01% 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18 $2.5K <0.01% 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 20 $2.49K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 20 $2.45K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 20 $2.45K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $2.21K <0.01% +6 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 16 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 15 $2K <0.01% -50 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 16 $1.88K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 15 $1.88K <0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15 $1.84K <0.01% 0 13F-HR Timeline Group Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 15 $1.84K <0.01% 0 13F-HR Timeline Group TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.61K <0.01% new 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 13 $1.59K <0.01% 0 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 12 $1.48K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $1.47K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,100 $1.35K 0.05% 0 13F-HR/A Timeline Human Investing LLC More: the full row for Human Investing LLC 9 $1.1K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 9 $1.1K <0.01% +5 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 9 $1.1K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9 $1.1K <0.01% -67 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9 $1.1K <0.01% 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 13 $1K <0.01% -1,439 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $981 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 8 $966 <0.01% +1 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 7 $892 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 7 $859 <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7 $858 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $858 <0.01% 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6 $736 <0.01% 0 13F-HR/A Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 5 $613 <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 5 $613 <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4 $493 0.05% -4,125 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $368 <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3 $368 <0.01% 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2 $245 <0.01% new 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 2 $245 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $123 <0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 1 $123 <0.01% new 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 2 $0 0% 13F-HR Timeline Value filed as zero, left out of ratios.