JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 66 $4.44K <0.01% -9 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 63 $4.24K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 59 $3.97K <0.01% -15 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $3.84K <0.01% -25 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 55 $3.7K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 54 $3.63K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 52 $3.5K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 49 $3.3K <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. 49 $3.3K <0.01% new 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 49 $3.3K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 48 $3.17K <0.01% +21 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 46 $3.1K <0.01% -600 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 46 $3.1K <0.01% -91 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 45 $3.03K <0.01% -1 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 44 $2.96K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 50 $2.94K <0.01% 13F-HR/A Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 42 $2.83K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 42 $2.83K <0.01% +3 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 40 $2.69K <0.01% new 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 40 $2.69K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 40 $2.69K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 39 $2.62K <0.01% +8 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 36 $2.42K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 33 $2.22K <0.01% new 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 32 $2.15K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $2.02K <0.01% new 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 37 $2K <0.01% -43 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $2K <0.01% 0 13F-HR Timeline Group Cloud Capital Management, LLC More: the full row for Cloud Capital Management, LLC 33 $2K <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 29 $1.95K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 24 $1.81K <0.01% +6 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 24 $1.61K <0.01% +18 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 24 $1.61K <0.01% -100 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 23 $1.57K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 23 $1.55K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21 $1.41K <0.01% -10 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 21 $1.41K <0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $1.41K <0.01% -48 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 20 $1.35K <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 20 $1.35K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 20 $1.35K <0.01% -2 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $1.35K <0.01% -20 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 20 $1.35K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 18 $1.21K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 18 $1.21K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 17 $1.14K <0.01% -15 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 16 $1.08K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 16 $1.08K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 16 $1.08K <0.01% +5 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 15 $1.01K <0.01% 0 13F-HR Timeline Group Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 19 $1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 16 $1K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 12 $808 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 12 $807 <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 9 $606 <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 9 $606 <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 9 $606 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 9 $605 <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $591 0.02% -6 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $553 <0.01% -4 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 8 $538 <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 8 $538 <0.01% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 8 $538 <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 8 $538 <0.01% -8 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $529 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $472 <0.01% -1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 7 $472 <0.01% +5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $471 <0.01% +1 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 7 $471 <0.01% -49 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 5 $337 <0.01% +1 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 5 $336 <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 5 $336 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 5 $336 <0.01% new 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 5 $336 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $336 <0.01% +1 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 4 $269 <0.01% -37 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 4 $269 <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 3 $202 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $202 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 3 $202 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 3 $199 <0.01% new 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 2 $135 <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 2 $135 <0.01% -1,137 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 1 $100 <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 2 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. ISTHMUS PARTNERS, LLC More: the full row for ISTHMUS PARTNERS, LLC 167,786 $11.3K +399 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 105 $21 new 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.