ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 20 $2.64K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 20 $2.64K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $2.62K 0.15% -2 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 19 $2.51K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 18 $2.38K <0.01% -19 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 18 $2.38K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 18 $2.35K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $2.11K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 15 $2.04K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 18 $2K <0.01% +2 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 16 $2K <0.01% +1 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 15 $1.98K <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 $1.98K <0.01% 0 13F-HR Timeline Group Greenline Partners, LLC More: the full row for Greenline Partners, LLC 15 $1.98K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,350 $1.78K 0.07% +250 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 13 $1.75K <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 13 $1.72K <0.01% -460 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 13 $1.72K <0.01% +10 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 12 $1.6K <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 12 $1.58K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 12 $1.58K <0.01% +11 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 11 $1.45K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $1.32K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 10 $1.32K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.32K <0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 9 $1.21K <0.01% -3 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 9 $1.19K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 8 $1.06K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 7 $961 <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 7 $924 <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 7 $924 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 7 $924 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $793 <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 6 $792 <0.01% new 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 6 $792 <0.01% 0 13F-HR/A Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 5 $660 <0.01% new 13F-HR/A Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 5 $660 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 4 $464 <0.01% +1 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 2 $264 <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 2 $264 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $132 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,983 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.