TD Capital Management LLC More: the full row for TD Capital Management LLC 24 $18.6K <0.01% +2 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 19 $14.7K 0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 19 $14.7K 0.64% -4 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 19 $14.7K 0.01% 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 19 $14.7K 0.01% 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 18 $13.9K <0.01% -6,664 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 17 $13.1K 0.3% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 17 $12.4K 0.01% 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 16 $12.4K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 16 $12.4K 0.01% -100 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 15 $11.6K <0.01% +1 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 15 $11.6K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 15 $11.6K 0.01% -9 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 15 $11.6K 0.01% 13F-HR/A Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 14 $11K 0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 13 $10K <0.01% 0 13F-HR/A Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 12 $9.26K 0.01% new 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 12 $9.26K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 11 $8.49K 0.01% 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 11 $8.49K 0.01% 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 11 $8.49K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 10 $7.72K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $7.72K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 10 $7.72K <0.01% +1 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 10 $7.72K <0.01% new 13F-HR Timeline Group Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 10 $7.72K 0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 10 $7.51K <0.01% 0 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 9 $6.95K <0.01% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 9 $6.95K <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 7 $6.15K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 7 $6.15K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 7 $5.4K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 6 $4.63K <0.01% new 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 6 $4.63K <0.01% 0 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 6 $4.63K 0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 6 $4.63K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5 $4.41K 0.4% -5,014 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 5 $3.86K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4 $3.09K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 4 $3.09K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 4 $3.09K <0.01% 0 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 4 $3.09K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4 $3.09K <0.01% -4 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 5 $3K <0.01% 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 3 $2.32K <0.01% new 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 2 $1.54K <0.01% new 13F-HR Timeline HBC Financial Services, PLLC More: the full row for HBC Financial Services, PLLC 2 $1K <0.01% new 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 1 $772 <0.01% 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 1 $772 <0.01% 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 518,864 $672 0.1% +518,192 13F-HR Timeline RE Dickinson Investment Advisors, LLC More: the full row for RE Dickinson Investment Advisors, LLC 46 $355 0.02% -250 13F-HR/A Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 19,207 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Members Trust Co More: the full row for Members Trust Co 427 $330M +17 13F-HR Timeline Value about 1,000 times 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 171 $362 +35 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.