GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 150 $44K <0.01% +19 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 148 $44K 0.02% -21 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 143 $42.3K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 139 $41.1K 0.01% +27 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 135 $40K 0.02% new 13F-HR/A Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 129 $38.2K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 126 $37.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 124 $36.7K <0.01% +28 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 124 $36.7K <0.01% +10 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 122 $35.1K <0.01% +12 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 112 $33.2K <0.01% -515 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 112 $33.2K 0.01% -47 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 112 $33.2K 0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 111 $32.9K 0.02% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 108 $32K <0.01% +47 13F-HR Timeline Group SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 107 $31.7K <0.01% 13F-HR Timeline Group Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 97 $29.9K 0.01% 0 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 100 $29.6K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $29.6K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $29.6K 0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $29.6K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 100 $29.6K <0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 98 $29K 0.01% +29 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 97 $28.7K 0.02% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 90 $28.6K 0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 96 $28.4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 95 $28.1K 0.02% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 91 $26.9K <0.01% +6 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 91 $26.9K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 90 $26.6K <0.01% +19 13F-HR Timeline Group Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 90 $26.6K 0.02% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 89 $26.3K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 89 $26.3K 0.03% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 96 $25.8K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 87 $25.8K 0.01% +46 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 86 $25.5K 0.01% 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 84 $24.9K <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 82 $24.3K 0.01% +27 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 81 $24K <0.01% -4 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 80 $23.7K <0.01% +43 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 80 $23.7K 0.02% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 80 $23.7K 0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 78 $23.1K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 78 $23K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 77 $22.8K 0.01% -129 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 76 $22.5K 0.02% 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 74 $22K <0.01% +27 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 74 $21.9K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 74 $21.9K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 71 $21K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 72 $21K 0.01% +21 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 69 $20.4K <0.01% +7 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 69 $20.4K <0.01% +15 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 65 $19.2K <0.01% +12 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 65 $19.2K 0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 65 $19.2K 0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 63 $18.6K 0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 62 $18.4K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 66 $17.7K <0.01% -3 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 59 $17.5K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 58 $17.2K <0.01% -49 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 57 $16.9K <0.01% +17 13F-HR Timeline Guinness Asset Management LTD More: the full row for Guinness Asset Management LTD 56 $16.9K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 58 $16.7K <0.01% +4 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 55 $16.3K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 55 $16.3K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 55 $16.3K 0.01% +19 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 54 $16K 0.01% -87 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 52 $15.4K <0.01% -5 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 50 $14.9K 0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $14.8K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 48 $14.2K <0.01% -16 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 48 $14.2K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 59 $14K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 50 $14K <0.01% +2 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 46 $13.6K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 46 $13.6K 0.01% new 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 44 $13K 0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 43 $12.7K <0.01% +6 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 43 $12.7K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 43 $12.7K <0.01% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 51 $12.5K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $11.8K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 40 $11.8K <0.01% +24 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 38 $11.2K <0.01% +1 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 38 $11.2K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 38 $11.2K <0.01% +2 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 40 $11K 0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 37 $10.9K <0.01% -12 13F-HR Timeline Group First Pacific Financial More: the full row for First Pacific Financial 35 $10.4K <0.01% +8 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 35 $10.4K 0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 35 $10.4K 0.02% +4 13F-HR Timeline CNB Bank More: the full row for CNB Bank 35 $10.4K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 33 $9.77K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 33 $9.77K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 33 $9.77K <0.01% -3 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 32 $9.47K 0.01% -2 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 32 $9.47K <0.01% 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 31 $9.18K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 31 $9.18K <0.01% new 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 31 $9.18K 0.01% 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 31 $9.18K <0.01% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 31 $9K <0.01% +4 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 30 $8.88K <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 29 $8.58K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 29 $8.58K <0.01% -63 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $8.58K <0.01% -2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 28 $8.29K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 28 $8.29K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 30 $7.97K <0.01% +25 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 26 $7.57K <0.01% -1 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $7.4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lavaca Capital LLC More: the full row for Lavaca Capital LLC 25 $7.4K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 25 $7.4K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 25 $7.4K <0.01% -5 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 25 $7.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 24 $7.1K <0.01% +6 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 24 $7.1K <0.01% -1 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 23 $6.81K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 22 $6.51K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 22 $6.51K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 22 $6.51K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 22 $6.51K 0.01% 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 21 $6.22K <0.01% +13 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 21 $6.22K <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 21 $6.22K 0.04% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 20 $5.92K <0.01% +1 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 20 $5.92K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 20 $5.92K <0.01% 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 20 $5.92K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 20 $5.92K <0.01% +3 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 20 $5.92K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 20 $5.92K <0.01% +9 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 20 $5.92K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 18 $5.33K <0.01% new 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 17 $5.03K <0.01% 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $5K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 17 $5K <0.01% 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 16 $4.74K <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 16 $4.74K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $4.74K <0.01% +2 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 16 $4.74K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 15 $4.44K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 15 $4.44K 0.02% -15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 15 $4.44K <0.01% -2 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 14 $4.14K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 14 $4.14K <0.01% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 13 $3.85K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 13 $3.85K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 12 $3.55K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $3.55K <0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 12 $3.55K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 11 $3.26K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 11 $3.26K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 10 $2.96K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 10 $2.96K <0.01% -5 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 10 $2.96K <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 10 $2.96K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $2.96K <0.01% 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 9 $2.67K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $2.66K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8 $2.37K <0.01% +2 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8 $2.37K <0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 8 $2.37K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 9 $2.28K <0.01% 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 7 $2.07K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 7 $2.07K <0.01% 0 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 7 $2.07K <0.01% new 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 6 $1.78K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $1.78K <0.01% -1 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 5 $1.49K <0.01% -2 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 5 $1.48K <0.01% 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $1.48K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $1.48K 0.04% +1 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 5 $1.48K <0.01% +3 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 5 $1.48K <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 4 $1.2K <0.01% -2 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 4 $1.19K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 4 $1.18K <0.01% new 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 4 $962 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $889 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3 $888 <0.01% -30 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $888 <0.01% -1 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 3 $888 <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 3 $888 <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 3 $888 <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2 $593 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 2 $593 <0.01% -2 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $592 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $592 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $592 0.01% +1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2 $592 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $352 <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $298 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1 $297 <0.01% new 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 1 $297 <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $297 <0.01% 0 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 141,835 $240 0.02% +141,023 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 10,064 $10.1K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.