Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $3.12K <0.01% +1 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 5 $3K <0.01% +2 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $3K <0.01% 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $3K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5 $3K <0.01% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 5 $3K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $3K <0.01% new 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 5 $3K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 5 $3K <0.01% 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 5 $3K <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $2.41K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 4 $2.4K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 4 $2.4K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $2.4K <0.01% -8 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 4 $2.4K <0.01% 13F-HR Timeline Pacific Capital Wealth Advisors, Inc. More: the full row for Pacific Capital Wealth Advisors, Inc. 4 $2.4K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 4 $2.4K <0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 4 $2.4K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 4 $2.4K <0.01% 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3 $1.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 3 $1.8K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 3 $1.8K <0.01% 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3 $1.8K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $1.8K <0.01% -1 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3 $1.8K <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2 $1.2K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $1.2K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $1.2K <0.01% +1 13F-HR Timeline Sanctuary Wealth Management, L.L.C. More: the full row for Sanctuary Wealth Management, L.L.C. 2 $1.2K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 2 $1.2K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 2 $1.2K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 2 $1.2K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 2 $1.2K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 2 $1.2K <0.01% -2 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2 $1.2K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $1.2K <0.01% 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2 $855 <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1 $615 <0.01% -10 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 1 $612 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1 $602 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1 $600 <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1 $600 <0.01% -98 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 1 $600 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $600 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1 $600 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $600 <0.01% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1 $600 <0.01% 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. Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 98 $161 +54 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.