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Advisory Services LLC 4 $8.06K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 4 $8.06K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 4 $8.06K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 4 $8K <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 $6.14K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 3 $6.04K <0.01% new 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 3 $6.04K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 3 $6.04K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. 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More: the full row for Westside Investment Management, Inc. 2 $3.95K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 1 $2.02K <0.01% -1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $2.02K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1 $2.01K <0.01% 0 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 1 $2.01K <0.01% 0 13F-HR Timeline Group VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $2.01K <0.01% new 13F-HR Timeline Group Horrell Capital Management, Inc. 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LLC More: the full row for Capital Advisors, Ltd. LLC 1 $2K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 1 $2K <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 3,681 $173 0.02% +3,595 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $0 0% -3 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 0 $0 0% -124 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 10,071 $10.1K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 720 $358 +473 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.