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LLC 21 $15K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 20 $14.6K 0.01% +9 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 19 $14K 0.01% -15 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 18 $13.3K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 18 $13.1K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 17 $12.4K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. 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Allen Investments, LLC 3 $2.18K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $2.18K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $2.18K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $2.18K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $2.18K <0.01% -3 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 3 $2.18K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $2K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2 $1.46K <0.01% +1 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 2 $1.46K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 2 $1.46K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $1K <0.01% 0 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1 $728 <0.01% 0 13F-HR Timeline Group CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1 $728 <0.01% -4 13F-HR Timeline GHP Investment Advisors, Inc. 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