Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 59 $39.8K 0.02% +27 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 58 $39.1K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 63 $39.1K 0.01% +2 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 57 $38.4K 0.01% -1 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 56 $37.7K 0.01% +41 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 56 $37.4K 0.01% +13 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 676 $36.4K <0.01% 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 54 $36.4K 0.03% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $35K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 52 $35K <0.01% +6 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $33.7K 0.02% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 50 $33.7K 0.01% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 49 $33K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 48 $32.3K <0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 47 $31.7K 0.01% +3 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 46 $31K <0.01% 0 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 46 $31K 0.02% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 46 $30.7K <0.01% -3 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 44 $30K <0.01% -100 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 41 $27.6K <0.01% +1 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 40 $27K 0.01% -187 13F-HR Timeline Board of the Pension Protection Fund More: the full row for Board of the Pension Protection Fund 40 $27K 0.03% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 40 $27K 0.02% 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 40 $27K 0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 39 $26.5K <0.01% +24 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 37 $24.9K <0.01% -45 13F-HR Timeline Group Park Place Capital Corp More: the full row for Park Place Capital Corp 36 $24.3K 0.01% -17 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 35 $24K <0.01% +11 13F-HR Timeline North Star Investment Management Corp. 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More: the full row for Strategic Wealth Partners, Ltd. 32 $21.6K <0.01% new 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 32 $21.6K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 32 $21.6K 0.02% -637 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 31 $20.9K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 31 $20.9K 0.01% +7 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 30 $20.2K 0.02% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 30 $20.2K 0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 29 $19.5K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 29 $19.5K 0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 29 $19.5K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 28 $18.9K <0.01% +6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $18.9K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 28 $18.9K <0.01% +6 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 27 $18.2K 0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 26 $17.5K <0.01% +5 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $17.5K 0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 25 $16.8K 0.01% +3 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 24 $16.2K 0.01% +7 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 24 $16.2K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 24 $16.2K <0.01% +8 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 23 $15.5K <0.01% +21 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $15.5K 0.01% -3 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 22 $14.8K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 22 $14.8K <0.01% +14 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 22 $14.8K 0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 22 $14.8K 0.01% 13F-HR/A Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 20 $13.7K 0.01% +1 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 20 $13.5K <0.01% +2 13F-HR Timeline Trust Co More: the full row for Trust Co 19 $12.8K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 19 $12.8K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 18 $12.1K <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $12.1K <0.01% +7 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 17 $11.5K <0.01% +15 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 17 $11.5K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 17 $11.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $11.5K <0.01% +4 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 15 $10.1K <0.01% -6 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $10.1K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 15 $10.1K 0.19% +14 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 15 $10.1K 0.01% 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14 $9.43K 0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 14 $9.43K <0.01% -36 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 14 $9.43K 0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 14 $9K <0.01% +6 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 13 $8.76K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 13 $8.76K <0.01% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 13 $8.76K 0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $8.76K 0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 13 $8.76K 0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 12 $8.09K <0.01% -14 13F-HR Timeline Group 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 12 $8.09K 0.01% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 13 $8.02K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 13 $8K 0.01% 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 11 $7.61K <0.01% +5 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 10 $7K <0.01% -3 13F-HR/A Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 10 $6.74K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $6.74K <0.01% -10 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10 $6.74K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 10 $6.74K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 9 $6.39K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 9 $6.06K <0.01% +8 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $6.06K <0.01% -1 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 9 $6.06K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 9 $6K <0.01% +2 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 8 $5.39K <0.01% +5 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 8 $5.39K <0.01% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $5.39K <0.01% +2 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 7 $4.72K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 7 $4.72K <0.01% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 7 $4.72K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 7 $4.72K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 7 $4.72K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 7 $4.72K <0.01% +4 13F-HR Timeline Security National Bank More: the full row for Security National Bank 6 $4.04K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 6 $4.04K 0.12% -7 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 6 $4.04K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $4.04K <0.01% +1 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 6 $4.04K 0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 5 $3.37K <0.01% -1 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $3.37K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 5 $3.37K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $3.37K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 5 $3.37K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 5 $3.15K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $2.7K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $2.69K <0.01% -1 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $2.69K <0.01% 0 13F-HR Timeline Group BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $2.69K <0.01% 0 13F-HR Timeline Group Copia Wealth Management More: the full row for Copia Wealth Management 4 $2.69K <0.01% new 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 4 $2.69K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3 $2.02K <0.01% -51 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 3 $2.02K <0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3 $2.02K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 3 $2.02K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 3 $2.02K <0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 3 $2.02K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3 $1.87K <0.01% 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.63K <0.01% +1 13F-HR/A Timeline Group Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2 $1.35K <0.01% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 2 $1.35K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2 $1.35K <0.01% -9 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 2 $1.35K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $1.35K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 2 $1.35K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2 $1.35K <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $1.22K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 1 $674 <0.01% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 1 $674 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1 $674 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $674 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 1 $674 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 1 $674 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1 $674 <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1 $674 <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1 $674 <0.01% 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $674 <0.01% 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 1 $474 <0.01% 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 58,795 $370 0.04% +12,414 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,302 $3.42K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 1,348 $1.35K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.