Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 2,843 $211K <0.01% new 13F-HR Timeline Group Alvarez & Marsal Private Wealth Partner… More: the full row for Alvarez & Marsal Private Wealth Partners, LLC 2,680 $211K 0.03% new 13F-HR Timeline Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 2,627 $207K 0.02% new 13F-HR Timeline Group Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,811 $205K 0.02% 0 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 2,570 $202K 0.07% new 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 2,548 $201K 0.02% new 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 2,547 $201K 0.03% new 13F-HR Timeline OV Management LLC More: the full row for OV Management LLC 2,527 $199K 0.37% -18 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,307 $182K <0.01% -4,468 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 2,300 $181K 0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 2,200 $173K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,185 $172K <0.01% +75 13F-HR Timeline Group Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 2,040 $161K 0.1% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 2,008 $158K 0.07% +1,435 13F-HR/A Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,891 $149K <0.01% +230 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,871 $147K 0.14% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,861 $147K <0.01% 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,807 $142K <0.01% +66 13F-HR Timeline Group Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 1,650 $130K <0.01% 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,520 $120K <0.01% +797 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,421 $112K <0.01% +1,400 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 1,332 $105K 0.01% +60 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 1,300 $102K 0.03% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,297 $102K <0.01% -85 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,267 $99.8K 0.01% -956 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,263 $99.5K 0.05% -611 13F-HR Timeline LOM Asset Management Ltd More: the full row for LOM Asset Management Ltd 1,200 $94.5K 0.02% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 1,099 $86.6K <0.01% +510 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 1,000 $78.8K 0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 1,000 $78.8K 0.05% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,054 $76.2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 912 $71.9K 0.01% +133 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 845 $66.6K <0.01% new 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 810 $63.8K 0.02% -690 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 753 $59.3K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 750 $59.1K 0.02% +250 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 745 $58.7K <0.01% -85 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 738 $58.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 673 $53K <0.01% +1 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 664 $52.3K <0.01% -811 13F-HR Timeline City State Bank More: the full row for City State Bank 650 $51.2K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 636 $50.1K <0.01% +1 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,621 $50K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 618 $48.7K <0.01% +41 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 600 $47.3K 0.03% 0 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 599 $47.2K 0.01% 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 592 $46.6K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 534 $42.1K <0.01% +7 13F-HR Timeline Group Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 479 $37.7K 0.01% +10 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 472 $37.2K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 442 $34.8K <0.01% -293 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 431 $34K 0.01% -16 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 419 $33K <0.01% 0 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 417 $32.9K 0.01% +168 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 414 $31.9K 0.01% +2 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 400 $31.5K 0.03% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 390 $30.7K <0.01% +113 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 387 $30.5K <0.01% +77 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 380 $29.9K <0.01% +26 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 375 $29.5K 0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 364 $28.7K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 354 $27.9K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 350 $27.6K <0.01% new 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 349 $27.5K <0.01% -9 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 337 $26.6K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 326 $25.7K 0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 320 $25K <0.01% +124 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 280 $22.1K 0.02% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 275 $21.7K 0.01% -165 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 270 $21.3K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 259 $20.4K <0.01% +19 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 250 $19.7K 0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 247 $19.5K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 243 $19.1K <0.01% +173 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 238 $18.8K 0.01% -90 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 235 $18.5K 0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 212 $16.7K <0.01% -180 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 207 $16.3K <0.01% -4 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 201 $15.8K <0.01% +105 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 200 $15.8K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 200 $15.8K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 193 $15.2K <0.01% +20 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 184 $14.2K <0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 180 $14.2K <0.01% +22 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 183 $14K 0.01% -2 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 177 $13.9K <0.01% +5 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 175 $13.8K <0.01% -496 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 174 $13.7K 0.01% -106 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 172 $13.6K 0.01% +127 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 170 $13.4K <0.01% -200 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 170 $13.4K <0.01% +16 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 165 $13K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 150 $11.8K <0.01% -100 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 139 $11K <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 136 $10.7K <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 125 $9.85K <0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 119 $9.38K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 118 $9.3K <0.01% new 13F-HR/A Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 110 $8.67K <0.01% +17 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 108 $8.51K <0.01% -8 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 100 $8K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 100 $7.88K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 100 $7.88K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 100 $7.88K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 100 $7.88K <0.01% -29 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 99 $7.8K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 97 $7.64K <0.01% +1 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $7.56K <0.01% +16 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 94 $7.41K <0.01% -327 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 93 $7.33K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 92 $7.15K <0.01% 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 90 $7.09K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 97 $7K <0.01% +13 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 88 $6.93K <0.01% new 13F-HR Timeline Harborfront Financial Group LLC More: the full row for Harborfront Financial Group LLC 80 $6.3K 0.02% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 75 $5.91K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 67 $5K <0.01% +12 13F-HR Timeline Performa Ltd (US), LLC More: the full row for Performa Ltd (US), LLC 60 $4.73K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 58 $4.57K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 52 $4.1K <0.01% -1 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 50 $4K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 50 $3.94K <0.01% -7 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 50 $3.94K <0.01% 0 13F-HR/A Timeline Group JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 45 $3.55K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 44 $3.47K <0.01% +15 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 44 $3.47K <0.01% 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 43 $3.39K <0.01% +8 13F-HR/A Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 41 $3.23K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 40 $3.15K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 37 $2.92K <0.01% +12 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 37 $2.92K <0.01% +19 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 36 $2.84K <0.01% +13 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 36 $2.84K <0.01% +7 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 36 $2.84K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 38 $2.75K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 34 $2.68K <0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 32 $2.52K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 31 $2.44K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 30 $2.36K <0.01% -93 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 29 $2.29K <0.01% -890 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 28 $2.21K <0.01% +7 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 28 $2.21K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $2.13K <0.01% +1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 26 $2.05K <0.01% +2 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 20 $2K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 21 $1.66K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 19 $1.5K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 16 $1.26K <0.01% 0 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 16 $1.26K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 14 $1.1K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 13 $1.02K <0.01% +4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 13 $1.02K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 13 $1.02K <0.01% 0 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 12 $945 <0.01% -8 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 11 $866 <0.01% -7 13F-HR Timeline Plato Investment Management Ltd More: the full row for Plato Investment Management Ltd 11 $862 <0.01% -4,197 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $788 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 10 $788 <0.01% +7 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 10 $788 <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 10 $788 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 10 $788 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $788 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 9 $710 <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 8 $631 <0.01% -8 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 8 $630 <0.01% -8 13F-HR Timeline MOTCO More: the full row for MOTCO 6 $473 <0.01% new 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 6 $473 <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6 $453 <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 5 $394 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 4 $316 <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 4 $315 <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 3 $237 <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 3 $236 <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 2 $158 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1 $79 <0.01% -49 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $79 <0.01% 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 1 $79 <0.01% 0 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 1 $79 <0.01% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Navigoe, LLC More: the full row for Navigoe, LLC 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -4 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.