Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 259 $69.1K 0.01% -30 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 252 $67.2K 0.01% +22 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 243 $64.8K 0.04% -4 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 243 $64.8K 0.01% -117 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 241 $64.3K 0.02% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 237 $63.2K <0.01% +1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 236 $63K 0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 235 $62.7K 0.04% +2 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 230 $62.7K 0.04% -14 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 228 $60.9K 0.01% +10 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 223 $59.5K <0.01% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 214 $57.1K <0.01% -3,428 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 213 $56.8K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 206 $54.9K 0.03% -34 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 186 $49.6K <0.01% +10 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 175 $47K <0.01% +39 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 170 $45.4K <0.01% -6 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 170 $45.4K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 168 $44.8K <0.01% -121 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 166 $44.3K 0.03% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 164 $43.8K <0.01% +4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 159 $42.4K <0.01% +111 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 156 $41.6K 0.03% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 150 $40K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 146 $39K 0.03% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 145 $38.7K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 143 $38.2K 0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 140 $37.4K 0.01% -5 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 137 $36.6K 0.03% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 133 $35.5K 0.01% +118 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 130 $34.7K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 127 $34.6K <0.01% -35 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 127 $33.9K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 125 $33.4K <0.01% new 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 123 $32.8K <0.01% new 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 117 $31.2K <0.01% -817 13F-HR Timeline Group Graney & King, LLC More: the full row for Graney & King, LLC 114 $30.4K 0.02% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 110 $29.3K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 109 $29.1K 0.01% +1 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 108 $28.8K <0.01% -24 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 107 $28.5K 0.02% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 106 $28.3K 0.02% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 105 $28K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 104 $27.7K 0.03% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 102 $27.2K 0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 102 $27.2K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 100 $26.7K <0.01% +31 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 100 $26.7K <0.01% new 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 100 $26.7K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 100 $26.7K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 100 $26.7K 0.01% 0 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 100 $26.7K 0.02% -30 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 97 $25.9K 0.01% new 13F-HR/A Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 94 $25.1K 0.02% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 92 $24.5K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 91 $24.3K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 90 $24K <0.01% -2 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 88 $23.5K 0.01% 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 88 $23.5K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 87 $23.2K <0.01% -9 13F-HR Timeline CNB Bank More: the full row for CNB Bank 85 $22.7K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 83 $22.1K 0.01% -12 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 78 $21.4K <0.01% +13 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $21.3K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 80 $21.3K <0.01% -234 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 73 $19.5K <0.01% new 13F-HR Timeline Group Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 72 $19.2K <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 70 $18.7K <0.01% +2 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 70 $18.7K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 68 $18.1K <0.01% -125 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 70 $17.8K <0.01% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 66 $17.6K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 65 $17.3K 0.01% -12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 65 $17.3K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 63 $16.8K <0.01% -72 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 62 $16.5K <0.01% +27 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 60 $16K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CITY HOLDING CO More: the full row for CITY HOLDING CO 60 $16K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 60 $16K <0.01% -5 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 58 $15.5K <0.01% -186 13F-HR Timeline Group Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 57 $15.2K 0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 55 $14.7K <0.01% -10 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 55 $14.7K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 48 $13.1K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 47 $12.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 45 $12K <0.01% +8 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 44 $11.7K <0.01% -576 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 44 $11.7K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 43 $11.5K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 41 $10.9K <0.01% new 13F-HR/A Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 41 $10.9K <0.01% +3 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 39 $10.4K <0.01% +4 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 39 $10.4K <0.01% +28 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 39 $10.4K 0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 38 $10.1K <0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 38 $10K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 37 $9.87K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 36 $9.61K 0.01% +4 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 35 $9.34K <0.01% -15 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $9.07K <0.01% -13 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 33 $8.8K <0.01% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 32 $8.41K <0.01% +1 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 30 $8K <0.01% 0 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 29 $7.74K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 27 $7.2K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 28 $7K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $6.83K <0.01% +13 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 25 $6.67K <0.01% -68 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 25 $6.67K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 24 $6.4K <0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 24 $6.4K <0.01% 0 13F-HR Timeline Group CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 24 $6.4K <0.01% +2 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 25 $6.38K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 23 $6.14K <0.01% -7 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 22 $5.92K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 22 $5.87K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 21 $5.73K <0.01% +8 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 21 $5.6K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 20 $5.34K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 20 $5.34K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 18 $4.8K <0.01% +2 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 18 $4.8K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 17 $4.6K <0.01% -254 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 17 $4.54K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 17 $4.47K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 16 $4.28K <0.01% +10 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 16 $4.27K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 16 $4.27K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 16 $4.27K <0.01% -1 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $4K <0.01% +3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 15 $4K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 15 $4K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 15 $3.87K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 14 $3.74K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 14 $3.73K <0.01% -108 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $3.73K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $3.73K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 13 $3.47K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 13 $3.47K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 13 $3.47K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 13 $3.47K <0.01% +1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $3.47K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 12 $3.21K <0.01% -7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 12 $3.2K <0.01% +6 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 12 $3.2K <0.01% +6 13F-HR/A Timeline Avion Wealth More: the full row for Avion Wealth 14 $3K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 11 $2.94K <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 11 $2.94K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 11 $2.92K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 10 $2.69K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 10 $2.67K <0.01% +4 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 10 $2.67K <0.01% -6 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10 $2.67K <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $2.4K <0.01% new 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 9 $2.4K <0.01% +1 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $2.4K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 9 $2.4K <0.01% -20 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $2.35K <0.01% -1 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 7 $1.87K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 7 $1.87K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 7 $1.87K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 7 $1.87K <0.01% +3 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 6 $1.64K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 6 $1.6K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 6 $1.6K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 6 $1.6K <0.01% 0 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $1.6K <0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 6 $1.6K <0.01% 0 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 6 $1.6K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 6 $1.57K <0.01% +3 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 5 $1.33K <0.01% 0 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 5 $1.33K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 5 $1.33K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $1.33K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $1.33K <0.01% +1 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 5 $1.33K <0.01% 0 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 5 $1.33K <0.01% -1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5 $1.33K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $1.22K <0.01% -1 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 4 $1.07K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 4 $1.07K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 6 $1K <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $800 <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 3 $800 <0.01% 0 13F-HR Timeline Group USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3 $800 <0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 3 $800 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 2 $534 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $267 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 1 $267 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $267 <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1 $267 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $267 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1 $267 <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1 $267 <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 1 $267 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 1 $267 <0.01% new 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.