NFSG Corp More: the full row for NFSG Corp 1,022 $17.9K <0.01% -1,000 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 1,000 $17.5K <0.01% -200 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,000 $17.5K 0.01% 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 1,000 $17.5K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1,038 $17.5K <0.01% +64 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 943 $16.5K <0.01% +743 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 942 $16.5K 0.01% -863 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 920 $16.1K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 810 $14.2K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 800 $14K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 832 $14K <0.01% +493 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 791 $13.9K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 781 $13.7K <0.01% +98 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 766 $13.4K <0.01% -219 13F-HR/A Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 800 $13K 0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 690 $12.1K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 688 $12K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 672 $12K 0.01% -4,078 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 661 $11.6K <0.01% -27 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 657 $11.5K <0.01% -64,401 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 605 $10.6K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 603 $10.6K <0.01% -26 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 601 $10.5K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 584 $10.2K <0.01% -1,289 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 571 $10K <0.01% 0 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 564 $9.88K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 524 $9.17K 0.01% +299 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 518 $9.07K <0.01% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 515 $9.02K <0.01% new 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 500 $8.76K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 468 $8.2K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 468 $8.2K <0.01% -524 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 465 $8.14K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 450 $7.88K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 423 $7.41K <0.01% +297 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 420 $7.36K <0.01% -242 13F-HR Timeline Group Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 408 $7.15K 0.01% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 400 $7K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 400 $7K 0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 400 $7K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 370 $6.48K 0.01% +72 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 363 $6.36K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 350 $6.13K <0.01% -187 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 316 $5.65K <0.01% new 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 312 $5.46K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 297 $5.05K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 287 $5.03K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 332 $5K <0.01% +6 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 284 $4.97K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 265 $4.64K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 231 $4.04K <0.01% 0 13F-HR Timeline Group Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 230 $4.03K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 229 $4.01K <0.01% +176 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 217 $3.8K <0.01% -16 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 210 $3.68K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 205 $3.59K <0.01% -140 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 200 $3.5K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 200 $3.5K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 181 $3.16K <0.01% +3 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 185 $3K <0.01% -62 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 170 $2.98K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 169 $2.96K <0.01% -81 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 160 $2.8K <0.01% +90 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 151 $2.64K <0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 150 $2.63K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rise Advisors, LLC More: the full row for Rise Advisors, LLC 147 $2.58K <0.01% +87 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 141 $2.47K <0.01% +117 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 136 $2.38K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 131 $2.29K <0.01% 0 13F-HR/A Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 133 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 112 $1.96K <0.01% -127 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 111 $1.94K <0.01% -414 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 110 $1.93K <0.01% 0 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 110 $1.93K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 107 $1.87K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 104 $1.82K <0.01% +54 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $1.75K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 99 $1.73K <0.01% -32 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 98 $1.69K <0.01% -358 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 92 $1.61K <0.01% -132 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 86 $1.57K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 86 $1.51K <0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 78 $1.37K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 74 $1.29K <0.01% +48 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 67 $1.17K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 65 $1.14K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 61 $1.07K <0.01% +29 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 59 $1.03K <0.01% -36 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 90 $1K <0.01% +7 13F-HR/A Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 54 $946 <0.01% -8 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 54 $946 <0.01% -2 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 51 $893 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 50 $876 <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 47 $823 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 45 $788 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 37 $648 <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 36 $630 <0.01% 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 34 $595 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 23 $403 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 19 $345 <0.01% -77 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 17 $298 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 16 $280 <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 16 $275 <0.01% +1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 14 $246 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 14 $243 <0.01% -12 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 10 $175 <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $159 <0.01% new 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 8 $141 <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 6 $105 <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 6 $105 <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1 $18 <0.01% -1 13F-HR Timeline Values First Advisors, Inc. More: the full row for Values First Advisors, Inc. 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 0 $6 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 54 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 19 $0 0% -617 13F-HR Timeline Value filed as zero, left out of ratios. COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 5 $0 0% -665 13F-HR Timeline Group Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.