Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 210 $23.8K 0.01% -52 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 209 $23.8K 0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 208 $23.8K 0.02% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 200 $22.9K <0.01% +41 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 200 $22.8K 0.01% -80 13F-HR Timeline Reyes Financial Architecture, Inc. 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More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 174 $19.8K 0.02% +100 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 172 $19.8K 0.02% 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 173 $19.7K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 170 $19.3K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 166 $18.8K 0.01% -3 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 165 $18.8K 0.01% +125 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 162 $18.4K 0.01% +30 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 160 $18.2K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 158 $18K 0.01% +5 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 157 $17.9K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 157 $17.9K 0.01% 0 13F-HR Timeline Black Cypress Capital Management, LLC More: the full row for Black Cypress Capital Management, LLC 152 $17.3K 0.01% -51 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 149 $17.1K 0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 150 $17K <0.01% -3 13F-HR Timeline Group Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 148 $16.5K 0.1% +6 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 144 $16.4K <0.01% +50 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 143 $16.3K 0.08% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 142 $16.1K 0.01% 0 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 140 $15.9K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 140 $15.9K 0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 138 $15.8K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. 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More: the full row for Ball & Co Wealth Management Inc. 52 $5K <0.01% -21 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 43 $4.89K 0.14% +9 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 39 $4.4K <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 39 $4.39K <0.01% 0 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 34 $3.87K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 34 $3.87K <0.01% new 13F-HR Timeline WHI TRUST Co LLC More: the full row for WHI TRUST Co LLC 32 $3.64K <0.01% 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 32 $3.64K <0.01% +22 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 32 $3.59K <0.01% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 31 $3.53K <0.01% +27 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 29 $3.3K <0.01% new 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 25 $3K <0.01% 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 25 $2.84K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 24 $2.73K 0.05% +3 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 23 $2.66K <0.01% 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 22 $2.52K <0.01% 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 22 $2.5K <0.01% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 21 $2.39K <0.01% -42 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 21 $2.39K <0.01% -738 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 21 $2.35K <0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 20 $2.3K <0.01% -25 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 20 $2.27K <0.01% -475 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 20 $2.27K <0.01% 13F-HR/A Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 19 $2.16K <0.01% -309 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 18 $2.05K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 26 $2K <0.01% 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 11 $1.27K <0.01% 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 10 $1.14K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 9 $1.03K <0.01% 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 9 $1.02K <0.01% 0 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 9 $1.02K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 9 $1.02K <0.01% new 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 8 $910 <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5 $589 <0.01% 0 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 5 $569 <0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 5 $569 <0.01% 0 13F-HR Timeline Pilgrim Partners Asia Pte Ltd More: the full row for Pilgrim Partners Asia Pte Ltd 3 $341 <0.01% -287 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 3 $341 <0.01% 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $259 <0.01% -92 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1 $114 <0.01% 0 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 1 $114 <0.01% -72,277 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 1 $114 <0.01% -55 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 0 $0 0% -222,887 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 1,500 $202 -774 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.