Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,730 $127K 0.07% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,703 $127K 0.04% +1,403 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,715 $126K 0.07% +300 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 1,714 $126K 0.07% -8,457 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,533 $113K 0.02% +321 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,526 $112K 0.06% +552 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 1,512 $111K 0.06% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1,466 $108K 0.03% +485 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 1,452 $107K 0.02% +1,244 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,446 $106K 0.03% +309 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $106K 0.03% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,411 $104K 0.08% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,410 $104K 0.03% +185 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,357 $99.9K 0.04% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,310 $96.5K <0.01% new 13F-HR/A Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,256 $93.5K 0.03% -41 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,261 $92.9K 0.03% -17 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,239 $91.3K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,212 $89K <0.01% +62 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,201 $88.5K 0.02% +7 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 1,197 $88.2K 0.05% 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,178 $86.7K 0.02% -3,788 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,171 $86.2K 0.01% -81 13F-HR Timeline Group Investors Research Corp More: the full row for Investors Research Corp 1,171 $86.2K 0.02% -38 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,114 $82K 0.01% 0 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 1,089 $80.2K -5,538 Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 1,076 $79.2K 0.03% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 996 $73.4K 0.01% -191 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 993 $73.1K 0.05% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 965 $71.1K 0.07% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 946 $69.7K 0.06% -297 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 936 $68.9K 0.04% +249 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 885 $65.2K 0.02% -695 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 884 $65.1K <0.01% +205 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 885 $65K 0.02% +6 13F-HR/A Timeline Coastline Trust Co More: the full row for Coastline Trust Co 871 $64.1K 0.01% -27 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $62.2K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 834 $61K 0.03% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 813 $59.9K 0.02% +680 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 796 $58.6K 0.02% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 796 $58.6K 0.02% +212 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 791 $58.2K 0.04% -1,290 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 784 $57.7K 0.01% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 757 $56K 0.02% -243,343 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 760 $56K 0.02% +27 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 725 $53.4K 0.01% +5 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $52.2K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 691 $50.9K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 659 $48.5K 0.03% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 656 $48.3K 0.04% -412 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 654 $48.1K 0.01% +3 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 631 $46.5K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $45.6K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 605 $44.6K 0.03% +419 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 588 $43.3K 0.04% -207 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 575 $42.3K <0.01% 0 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 565 $41.6K 0.01% -125 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 552 $40.6K <0.01% -14,391 13F-HR Timeline Group YANKCOM Partnership More: the full row for YANKCOM Partnership 550 $40.5K 0.02% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 550 $40.5K 0.02% new 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $39.8K 0.03% 0 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 149 $39K 0.01% -4,240 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 519 $38.2K <0.01% -1,246 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 501 $36.9K 0.02% +3 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 494 $36.4K 0.01% +399 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 490 $36.1K 0.1% -6,734 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 488 $35.9K 0.01% -1,367 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 484 $35.6K 0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 483 $35.6K 0.04% -1,133 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 479 $35.3K 0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 475 $35K 0.01% 0 13F-HR/A Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 453 $33.4K <0.01% -536 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 448 $33K <0.01% +41 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 442 $32.5K <0.01% -12 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 108 $32.3K 0.06% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 433 $31.9K 0.01% new 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 419 $30.9K <0.01% -343 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 405 $29.8K <0.01% -368 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 402 $29.6K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 387 $28.4K <0.01% +238 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 384 $28.3K 0.01% +72 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 370 $27.2K <0.01% 0 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 368 $27.1K 0.01% +2 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 360 $26.5K <0.01% new 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 353 $26K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 353 $26K 0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 347 $25.6K <0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 344 $25.3K 0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 343 $25.3K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $23.8K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $23.6K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 318 $23.4K <0.01% -96 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 300 $22.1K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $22K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 299 $22K 0.02% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 288 $21.2K <0.01% new 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 286 $21.1K <0.01% +262 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 262 $19.3K 0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 263 $19K <0.01% -159 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bollard Group LLC More: the full row for Bollard Group LLC 257 $19K <0.01% +1 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $18.8K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 252 $18.6K 0.16% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 252 $18.5K 0.01% +7 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 250 $18.4K 0.01% -101 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 246 $18.1K <0.01% +105 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.6K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 207 $15.2K 0.01% new 13F-HR Timeline Group Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 206 $15.2K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $14.7K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 200 $14.7K 0.02% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 191 $14.1K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 184 $13.6K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 181 $13.3K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $13K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 175 $12.9K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 155 $11.4K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 149 $11K <0.01% +26 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 147 $10.8K <0.01% +2 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 143 $10.5K <0.01% 0 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 139 $10.2K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 135 $9.91K 0.01% new 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 128 $9.42K <0.01% 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 121 $8.9K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 114 $8.37K <0.01% -240 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 113 $8.32K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 108 $7.88K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $7.36K <0.01% -900 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 99 $7.29K <0.01% 0 13F-HR Timeline Group Eukles Asset Management More: the full row for Eukles Asset Management 85 $6.26K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 81 $5.93K <0.01% +1 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 80 $5.93K <0.01% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $5.52K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $5.01K <0.01% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 68 $5.01K <0.01% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 62 $4.59K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 61 $4.49K 0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 56 $4.12K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 55 $4.06K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 51 $3.76K <0.01% 0 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 51 $3.75K <0.01% -180 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 49 $3.61K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 48 $3.54K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 46 $3.42K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 32 $2.36K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 32 $2.36K <0.01% 0 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 31 $2.3K <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 31 $2.27K <0.01% -189 13F-HR Timeline Group HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 26 $1.89K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 23 $1.69K <0.01% 0 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 22 $1.63K <0.01% new 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 21 $1.55K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 20 $1.47K <0.01% -408 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $1.33K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 15 $1.1K <0.01% -41 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14 $1.09K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6 $418 <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 5 $368 <0.01% -4 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4 $295 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 4 $272 <0.01% -802 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $147 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 2 $147 <0.01% new 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 1 $84 <0.01% -2,773 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 1 $40 <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 0 $15 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Verus Advisory, Inc. More: the full row for Verus Advisory, Inc. 0 $1 12.5% -354,323 13F-HR Timeline Amount filed as zero, left out of ratios. Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.