Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 1,050 $153K 0.03% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,021 $149K <0.01% -25 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,017 $149K 0.01% -18 13F-HR Timeline LAM GROUP, INC. More: the full row for LAM GROUP, INC. 1,009 $147K 0.08% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 978 $147K <0.01% 0 13F-HR Timeline HUSSMAN STRATEGIC ADVISORS, INC. More: the full row for HUSSMAN STRATEGIC ADVISORS, INC. 1,000 $146K 0.03% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 997 $146K 0.12% +596 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 991 $145K 0.02% +11 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 956 $140K 0.01% -1,405 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 942 $138K <0.01% +77 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 941 $138K <0.01% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 890 $130K 0.01% -45 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 885 $129K <0.01% -39 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 876 $128K <0.01% -142 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 875 $128K 0.05% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 846 $124K 0.01% +40 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 785 $115K <0.01% +538 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 782 $114K 0.08% 0 13F-HR Timeline Acropolis Investment Management, LLC More: the full row for Acropolis Investment Management, LLC 778 $114K 0.01% new 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 776 $113K <0.01% +100 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 753 $110K 0.02% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 734 $107K <0.01% +40 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 720 $105K 0.02% new 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 720 $105K 0.03% -7,263 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 713 $104K 0.06% +11 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 711 $104K <0.01% +502 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 680 $99.4K 0.05% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 670 $97.9K 0.02% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 621 $90.8K 0.06% 0 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 612 $89.4K 0.01% +9 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 582 $87.2K 0.06% -55 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 595 $87K 0.03% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 584 $85K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 579 $85K <0.01% +286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 514 $77K 0.04% -142 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 526 $77K 0.01% -35,992 13F-HR Timeline Group Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 522 $76.3K 0.02% -17,236 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 517 $75.6K <0.01% +138 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 504 $73.7K 0.01% +12 13F-HR Timeline CNB Bank More: the full row for CNB Bank 497 $72.6K 0.03% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 455 $68.2K <0.01% +69 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 458 $66.9K 0.04% new 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 454 $66.3K 0.01% -693 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 428 $62.5K 0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 417 $60.9K <0.01% +117 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 400 $58.5K 0.03% +21 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 400 $58.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 397 $58K 0.04% +39 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 374 $54.6K <0.01% +134 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 373 $54.5K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 366 $53.5K <0.01% -111 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 353 $52.9K 0.01% +250 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 360 $52.6K 0.02% 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 353 $51.6K 0.03% 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 352 $51.4K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 340 $49.7K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Covestor Ltd More: the full row for Covestor Ltd 336 $49K 0.03% +154 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 325 $47.5K 0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 312 $45.6K 0.02% +269 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 302 $44.1K <0.01% -15 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 283 $41.4K <0.01% -70 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 271 $39.6K 0.01% new 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 268 $39.2K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 268 $39.2K 0.01% +73 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 266 $38.9K 0.02% +251 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 264 $38.6K <0.01% +62 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 263 $38.4K <0.01% +1 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 243 $35.5K <0.01% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 243 $35.5K 0.02% +1 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 237 $34.6K <0.01% -419 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 229 $33.5K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 218 $33.3K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 221 $32.3K <0.01% +164 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 219 $32K 0.02% +73 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 213 $31.1K <0.01% +32 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 207 $30.3K 0.02% +30 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 180 $26.3K <0.01% -72 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 178 $26K <0.01% -1 13F-HR Timeline Group Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 175 $25.6K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 170 $24.8K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 166 $24.3K <0.01% +162 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 161 $23.6K 0.01% +20 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 160 $23.4K 0.01% +35 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 156 $22.8K 0.2% -20 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 154 $22.5K <0.01% -18 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 148 $21.6K 0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 148 $21.6K 0.01% +142 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 146 $21.3K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 142 $20.8K 0.01% -83 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 140 $20.5K <0.01% -53 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 139 $20.3K <0.01% 0 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 137 $20K <0.01% +10 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 137 $20K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 136 $20K <0.01% -116 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 130 $19K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 129 $18.8K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 122 $18.3K <0.01% +47 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 125 $18.3K 0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 124 $18.1K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 120 $17.5K 0.02% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 118 $17.2K <0.01% -110 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 117 $17.1K <0.01% -83 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 104 $15.2K <0.01% +23 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 103 $15.1K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 100 $15K <0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 96 $15K <0.01% +36 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 101 $14.8K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 101 $14.8K 0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $14.6K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 100 $14.6K 0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 100 $14.6K <0.01% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 100 $14.6K 0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 97 $14.2K <0.01% +84 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 96 $14K <0.01% +58 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 93 $13.6K <0.01% +88 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 92 $13.4K <0.01% -11 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 86 $12.6K <0.01% +37 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 85 $12.4K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 82 $12K <0.01% +36 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 82 $12K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 80 $11.7K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 80 $11.7K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 79 $11.5K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 74 $11.5K 0.01% -7 13F-HR/A Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 78 $11.4K 0.01% +68 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 119 $11.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 75 $11K <0.01% +22 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 71 $10.4K <0.01% -11 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 69 $10.1K <0.01% new 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 67 $9.79K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 66 $9.65K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 66 $9.64K <0.01% -19 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 65 $9.55K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 65 $9.5K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 63 $9.21K <0.01% -250 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 62 $9.06K <0.01% -21 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 61 $8.91K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 61 $8.84K <0.01% -200 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 60 $8.77K 0.07% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 59 $8.62K <0.01% +47 13F-HR Timeline Trust Co More: the full row for Trust Co 58 $8.48K <0.01% +6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 57 $8.33K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 57 $8.33K 0 Timeline Abound Wealth Management More: the full row for Abound Wealth Management 55 $8.1K <0.01% +15 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 55 $8.04K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 54 $7.89K <0.01% +30 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 53 $7.75K <0.01% +16 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 53 $7.75K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 52 $7.6K <0.01% +9 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 51 $7.45K <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 50 $7.31K <0.01% +3 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 50 $7.31K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 50 $7.31K <0.01% -2 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 47 $6.87K <0.01% new 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 45 $6.58K <0.01% 0 13F-HR/A Timeline Essential Partners LLC More: the full row for Essential Partners LLC 40 $5.86K <0.01% +34 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 39 $5.7K <0.01% +25 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 39 $5.7K <0.01% +10 13F-HR Timeline Quarry LP More: the full row for Quarry LP 38 $5.55K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 38 $5.55K <0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 36 $5.28K 0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 35 $5.12K <0.01% new 13F-HR/A Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 35 $5.12K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 35 $5.12K <0.01% -250 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 35 $5.12K <0.01% -1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 36 $5K <0.01% +1 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 33 $4.83K <0.01% -635 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 33 $4.82K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 30 $4.38K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 29 $4.24K <0.01% -119 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 29 $4.24K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 29 $4.24K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 29 $4.24K <0.01% +25 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 28 $4.09K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 30 $4K <0.01% +15 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 25 $3.65K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 25 $3.65K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 24 $3.51K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 23 $3.36K <0.01% +6 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 23 $3.35K <0.01% -6,243 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 22 $3.29K <0.01% -25 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 22 $3.28K <0.01% +7 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $3.22K <0.01% +2 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 22 $3.21K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $3.07K <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 21 $3.07K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 20 $2.92K <0.01% +13 13F-HR Timeline Pier Capital, LLC More: the full row for Pier Capital, LLC 19 $2.78K <0.01% new 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 18 $2.63K 0.01% new 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 18 $2.63K <0.01% +10 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 17 $2.52K <0.01% +11 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 17 $2.48K <0.01% +14 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $2.48K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 16 $2.34K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 16 $2.34K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 15 $2.19K <0.01% new 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 15 $2.19K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 14 $2.05K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 18 $2K <0.01% 0 13F-HR/A Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 13 $1.9K <0.01% 0 13F-HR Timeline