Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 11,513 $1.38M 0.15% +8,068 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 11,477 $1.38M 0.14% -633 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,463 $1.38M 0.34% -1 13F-HR Timeline Tyche Wealth Partners LLC More: the full row for Tyche Wealth Partners LLC 11,441 $1.38M 0.21% -3,142 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 11,438 $1.38M 0.11% -200 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 11,421 $1.37M 0.49% +4,373 13F-HR Timeline Wealth Management Associates, Inc. More: the full row for Wealth Management Associates, Inc. 11,339 $1.36M 0.47% -115 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 11,335 $1.36M 0.35% -1,119 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 11,334 $1.36M 0.02% -20,510 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11,329 $1.36M 0.06% -894 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 11,322 $1.36M 1.01% +2,308 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 11,302 $1.36M 0.36% +445 13F-HR Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 11,289 $1.36M 0.01% +99 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 11,273 $1.36M 0.01% +634 13F-HR Timeline Johnson & White Wealth Management, LLC More: the full row for Johnson & White Wealth Management, LLC 11,242 $1.35M 0.57% +15 13F-HR Timeline Dorsey Wright & Associates More: the full row for Dorsey Wright & Associates 11,225 $1.35M 0.17% new 13F-HR Timeline Hardman Johnston Global Advisors LLC More: the full row for Hardman Johnston Global Advisors LLC 11,210 $1.35M 0.06% -1,540 13F-HR Timeline MAGNOLIA CAPITAL MANAGEMENT LTD More: the full row for MAGNOLIA CAPITAL MANAGEMENT LTD 11,196 $1.35M 0.91% +2,796 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 11,196 $1.35M 0.32% +796 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 11,128 $1.35M 0.86% +199 13F-HR Timeline Ark Wealth Advisors LLC More: the full row for Ark Wealth Advisors LLC 11,180 $1.34M 1.33% +492 13F-HR Timeline CSM Advisors, LLC More: the full row for CSM Advisors, LLC 11,143 $1.34M 0.03% -637 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 11,129 $1.34M 1.05% -10 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 11,122 $1.34M 0.51% +83 13F-HR Timeline Marble Wealth, LLC More: the full row for Marble Wealth, LLC 11,103 $1.34M 0.23% +365 13F-HR Timeline Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 11,085 $1.33M 0.29% +1 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 11,064 $1.33M 0.65% -961 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 11,045 $1.33M 0.92% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 11,044 $1.33M 0.1% -1,043 13F-HR Timeline BOYAR ASSET MANAGEMENT INC. More: the full row for BOYAR ASSET MANAGEMENT INC. 11,038 $1.33M 0.76% +4,949 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 11,038 $1.33M 0.4% 0 13F-HR Timeline PHYSICIANS FINANCIAL SERVICES, INC. More: the full row for PHYSICIANS FINANCIAL SERVICES, INC. 11,020 $1.33M 0.36% +160 13F-HR Timeline WBH ADVISORY INC More: the full row for WBH ADVISORY INC 10,962 $1.32M 0.1% -351 13F-HR Timeline Pegasus Asset Management, Inc. More: the full row for Pegasus Asset Management, Inc. 10,995 $1.32M 0.42% 0 13F-HR/A Timeline Weaver C. Barksdale & Associates, Inc. More: the full row for Weaver C. Barksdale & Associates, Inc. 11,007 $1.32M 1.26% -348 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 10,992 $1.32M 0.05% +1,075 13F-HR Timeline 71 West Capital Partners More: the full row for 71 West Capital Partners 10,987 $1.32M 0.06% +1,879 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 10,983 $1.32M 0.14% +779 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 10,976 $1.32M 0.17% -21 13F-HR Timeline NORTH STAR ASSET MANAGEMENT INC More: the full row for NORTH STAR ASSET MANAGEMENT INC 10,951 $1.32M 0.06% +39 13F-HR Timeline Accredited Investors Inc. 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More: the full row for Focus Financial Network, Inc. 10,714 $1.3M 0.05% -1,630 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 10,779 $1.3M 0.04% +481 13F-HR Timeline Group WNY Asset Management, LLC More: the full row for WNY Asset Management, LLC 10,759 $1.29M 0.13% 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 10,748 $1.29M 1.02% 0 13F-HR Timeline MBA Advisors LLC More: the full row for MBA Advisors LLC 10,737 $1.29M 0.5% -221 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 10,730 $1.29M 0.48% +59 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 10,710 $1.29M 0.53% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 10,700 $1.29M 0.07% -596 13F-HR Timeline M. Kraus & Co More: the full row for M. Kraus & Co 10,698 $1.29M 0.38% +290 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 10,684 $1.29M 0.49% -17,121 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 10,667 $1.28M 0.01% -284,664 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 10,637 $1.28M 1.17% 0 13F-HR Timeline Rayburn West Financial Services LLC More: the full row for Rayburn West Financial Services LLC 10,637 $1.28M 0.75% -507 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 10,615 $1.28M 0.12% +621 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 10,609 $1.28M 0.5% 13F-HR/A Timeline Carlton Hofferkamp & Jenks Wealth Manag… More: the full row for Carlton Hofferkamp & Jenks Wealth Management, LLC 11,574 $1.28M 0.43% -16 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 10,603 $1.28M 0.53% +187 13F-HR Timeline VeraBank, N.A. More: the full row for VeraBank, N.A. 10,599 $1.27M 0.23% -1,042 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 10,516 $1.27M 0.11% +950 13F-HR Timeline Apriem Advisors More: the full row for Apriem Advisors 10,577 $1.27M 0.12% +210 13F-HR Timeline Retirement Planning Co of New England, … More: the full row for Retirement Planning Co of New England, Inc. 10,566 $1.27M 0.52% +217 13F-HR Timeline Trust Co of the South More: the full row for Trust Co of the South 10,563 $1.27M 0.2% +225 13F-HR Timeline First Bank & Trust More: the full row for First Bank & Trust 10,559 $1.27M 0.2% +4,557 13F-HR Timeline Alhambra Investment Management LLC More: the full row for Alhambra Investment Management LLC 10,534 $1.27M 0.59% +1 13F-HR Timeline Dynasty Wealth Management, LLC More: the full row for Dynasty Wealth Management, LLC 10,527 $1.27M 0.01% -1,764 13F-HR Timeline OPINICUS CAPITAL, INC. More: the full row for OPINICUS CAPITAL, INC. 10,523 $1.27M 0.89% -1,649 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 10,518 $1.27M 0.19% +2,404 13F-HR Timeline NIA IMPACT ADVISORS, LLC More: the full row for NIA IMPACT ADVISORS, LLC 10,503 $1.26M 0.56% -1,313 13F-HR Timeline Corundum Group, Inc. More: the full row for Corundum Group, Inc. 10,498 $1.26M 0.42% +941 13F-HR Timeline AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 10,496 $1.26M 0.08% +2,907 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 10,493 $1.26M 0.02% -17,865 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 10,482 $1.26M 0.35% -340 13F-HR Timeline EAGLE WEALTH STRATEGIES LLC More: the full row for EAGLE WEALTH STRATEGIES LLC 10,478 $1.26M 0.55% +2,332 13F-HR Timeline Everest Financial Group LLC More: the full row for Everest Financial Group LLC 10,475 $1.26M 0.21% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 10,475 $1.26M 0.12% +107 13F-HR Timeline Murphy, Middleton, Hinkle & Parker, Inc. More: the full row for Murphy, Middleton, Hinkle & Parker, Inc. 10,463 $1.26M 0.58% +6,346 13F-HR Timeline Meadowbrook Advisors Group, LLC More: the full row for Meadowbrook Advisors Group, LLC 10,426 $1.25M 0.75% -1,110 13F-HR Timeline Old Mission Investment Co LLC More: the full row for Old Mission Investment Co LLC 10,352 $1.25M 0.29% +274 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 10,414 $1.25M 0.23% +15 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 10,412 $1.25M 0.29% -701 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 10,363 $1.25M 0.16% -335 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 10,353 $1.25M 0.02% +3,645 13F-HR Timeline Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 10,344 $1.24M 0.13% -3,263 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 10,297 $1.24M 0.56% -296 13F-HR Timeline Klingman & Associates, LLC More: the full row for Klingman & Associates, LLC 10,297 $1.24M 0.06% -211 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 10,296 $1.24M 0.32% +120 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 10,282 $1.24M 0.75% +469 13F-HR Timeline XXI WEALTH, LLC More: the full row for XXI WEALTH, LLC 10,277 $1.24M 0.7% +1,037 13F-HR Timeline Navigation Group, LLC More: the full row for Navigation Group, LLC 10,265 $1.23M 0.29% 13F-HR Timeline Westbourne Investment Advisors, Inc. More: the full row for Westbourne Investment Advisors, Inc. 10,261 $1.23M 0.36% -125 13F-HR Timeline Piedmont Capital Management, LLC More: the full row for Piedmont Capital Management, LLC 10,164 $1.23M 0.62% +413 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 10,189 $1.23M 0.16% -261 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 10,180 $1.22M 0.53% +930 13F-HR Timeline DeDora Capital, Inc. More: the full row for DeDora Capital, Inc. 10,160 $1.22M 0.3% -22 13F-HR Timeline Notis-McConarty Edward More: the full row for Notis-McConarty Edward 10,150 $1.22M 0.61% 0 13F-HR/A Timeline Leisure Capital Management More: the full row for Leisure Capital Management 10,142 $1.22M 0.43% -8,628 13F-HR Timeline Unified Investment Management More: the full row for Unified Investment Management 10,140 $1.22M 1.26% -184 13F-HR Timeline Prentice Wealth Management LLC More: the full row for Prentice Wealth Management LLC 10,139 $1.22M 0.28% -210 13F-HR Timeline Plotkin Financial Advisors, LLC More: the full row for Plotkin Financial Advisors, LLC 10,131 $1.22M 0.61% +29 13F-HR Timeline First Washington CORP More: the full row for First Washington CORP 10,130 $1.22M 0.34% 0 13F-HR Timeline Burford Brothers, Inc. More: the full row for Burford Brothers, Inc. 10,123 $1.22M 0.5% +927 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 10,120 $1.22M 0.05% +562 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 10,100 $1.21M 0.41% 0 13F-HR Timeline Optas, LLC More: the full row for Optas, LLC 10,094 $1.21M 0.18% +1,977 13F-HR Timeline LEE JOHNSON CAPITAL MANAGEMENT, LLC More: the full row for LEE JOHNSON CAPITAL MANAGEMENT, LLC 10,082 $1.21M 0.43% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 10,078 $1.21M 0.64% +214 13F-HR Timeline Everstar Asset Management, LLC More: the full row for Everstar Asset Management, LLC 10,077 $1.21M 0.65% +58 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,075 $1.21M 0.8% +60 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 10,067 $1.21M 0.59% -135 13F-HR Timeline MITCHELL & PAHL PRIVATE WEALTH, LLC More: the full row for MITCHELL & PAHL PRIVATE WEALTH, LLC 10,061 $1.21M 0.49% -90 13F-HR Timeline GRAYBILL WEALTH MANAGEMENT, LTD. More: the full row for GRAYBILL WEALTH MANAGEMENT, LTD. 10,047 $1.21M 0.37% 0 13F-HR Timeline MSH Capital Advisors LLC More: the full row for MSH Capital Advisors LLC 10,034 $1.21M 0.26% +728 13F-HR Timeline Lipe & Dalton More: the full row for Lipe & Dalton 10,028 $1.21M 0.63% +5 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,005 $1.2M 0.08% +5,876 13F-HR Timeline DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. in group DYMON ASIA CAPITAL (SINGAPORE… More: the full row for DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. 10,000 $1.2M 0.26% -12,000 13F-HR Timeline Group GREENWOOD CAPITAL ASSOCIATES LLC More: the full row for GREENWOOD CAPITAL ASSOCIATES LLC 9,992 $1.2M 0.13% -354 13F-HR Timeline Family Capital Management, Inc. More: the full row for Family Capital Management, Inc. 9,943 $1.2M 0.53% -2,198 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 9,942 $1.2M 0.77% -1,691 13F-HR Timeline Aurdan Capital Management, LLC More: the full row for Aurdan Capital Management, LLC 9,928 $1.19M 0.36% +1,807 13F-HR Timeline GUERRA PAN ADVISORS, LLC More: the full row for GUERRA PAN ADVISORS, LLC 9,926 $1.19M 0.74% 0 13F-HR Timeline Intrinsic Value Partners, LLC More: the full row for Intrinsic Value Partners, LLC 9,897 $1.19M 0.92% -370 13F-HR Timeline waypoint wealth counsel More: the full row for waypoint wealth counsel 9,896 $1.19M 0.62% -695 13F-HR Timeline Evernest Financial Advisors, LLC More: the full row for Evernest Financial Advisors, LLC 10,792 $1.19M 0.25% +51 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 9,881 $1.19M 0.11% +807 13F-HR Timeline Argentarii, LLC More: the full row for Argentarii, LLC 9,873 $1.19M 0.42% +1,946 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 11,270 $1.19M 0.18% -463 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 9,859 $1.19M 0.09% +252 13F-HR Timeline Summit Financial Wealth Advisors, LLC More: the full row for Summit Financial Wealth Advisors, LLC 9,857 $1.19M 0.17% -6 13F-HR Timeline Round Rock Advisors LLC More: the full row for Round Rock Advisors LLC 9,835 $1.18M 0.18% +256 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 9,826 $1.18M 0.09% -1,356 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 9,825 $1.18M 0.1% +141 13F-HR Timeline WEALTH EFFECTS LLC More: the full row for WEALTH EFFECTS LLC 9,814 $1.18M 0.42% 0 13F-HR Timeline Quotient Wealth Partners, LLC More: the full row for Quotient Wealth Partners, LLC 9,783 $1.18M 0.03% +798 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 9,776 $1.18M 0.05% +562 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 9,775 $1.18M 0.02% -183 13F-HR Timeline Farmers National Bank More: the full row for Farmers National Bank 9,740 $1.17M 0.26% +344 13F-HR Timeline Intellectus Partners, LLC More: the full row for Intellectus Partners, LLC 9,629 $1.17M 0.24% -392 13F-HR Timeline ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 9,693 $1.17M 0.16% -9 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 9,656 $1.16M 0.51% -1,100 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 9,641 $1.16M 0.08% -860 13F-HR Timeline Lafayette Investments, Inc. More: the full row for Lafayette Investments, Inc. 9,635 $1.16M 0.23% -51 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 9,623 $1.16M 0.17% +2,430 13F-HR Timeline AXA S.A. in group AXA S.A. More: the full row for AXA S.A. 9,610 $1.16M 0.45% -957 13F-HR Timeline Group Kidder Stephen W More: the full row for Kidder Stephen W 9,608 $1.16M 0.34% -400 13F-HR Timeline Taylor Hoffman Capital Management LLC More: the full row for Taylor Hoffman Capital Management LLC 9,585 $1.15M 0.36% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 9,584 $1.15M 0.42% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 9,582 $1.15M 0.08% +4,514 13F-HR Timeline BAXTER BROS INC More: the full row for BAXTER BROS INC 9,567 $1.15M 0.14% -300 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 9,566 $1.15M 0.12% 0 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 9,540 $1.15M 0.4% +1,313 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 9,521 $1.15M 0.07% +1,737 13F-HR Timeline LEDERER & ASSOCIATES INVESTMENT COUNSEL… More: the full row for LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 9,519 $1.15M 0.81% -145 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 9,510 $1.14M 0.2% -5,005 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 9,503 $1.14M 0.07% -303 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 9,499 $1.14M 0.08% +1,242 13F-HR Timeline TRUSTCO BANK CORP N Y in group TRUSTCO BANK CORP N Y More: the full row for TRUSTCO BANK CORP N Y 9,491 $1.14M 1.01% +160 13F-HR Timeline Group Pinnacle West Asset Management, Inc. More: the full row for Pinnacle West Asset Management, Inc. 9,470 $1.14M 0.77% -275 13F-HR Timeline Plan Group Financial, LLC More: the full row for Plan Group Financial, LLC 9,403 $1.13M 0.27% -187 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,394 $1.13M 0.46% -75 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 9,375 $1.13M 0.87% -653 13F-HR Timeline Storgate, LLC More: the full row for Storgate, LLC 9,354 $1.13M 0.88% -319 13F-HR Timeline BLODGETT WEALTH ADVISORS, LLC More: the full row for BLODGETT WEALTH ADVISORS, LLC 9,333 $1.12M 0.89% +2 13F-HR Timeline Gratus Wealth Advisors, LLC More: the full row for Gratus Wealth Advisors, LLC 9,320 $1.12M 0.16% +3 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 9,316 $1.12M 0.32% +42 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 9,305 $1.12M 0.04% -23,789 13F-HR Timeline Frisch Financial Group, Inc. 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