SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 648 $41.7K <0.01% +148 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 640 $41.2K 0.03% 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 638 $41.1K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 626 $40K 0.03% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 618 $39.8K 0.01% +334 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 608 $39.2K <0.01% -78 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $38.7K 0.01% 0 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 600 $38.7K 0.07% new 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 600 $38.7K 0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 590 $38K <0.01% +290 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 590 $38K <0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 590 $38K 0.02% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 580 $37K 0.01% +425 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 568 $36.6K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 552 $35.6K 0.02% new 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 548 $35.3K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 535 $34.5K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 530 $34.1K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 528 $34K 0.01% -43,148 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 522 $33.6K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 516 $33.2K 0.02% +266 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 512 $33K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 507 $32.7K <0.01% -187 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 507 $32.7K 0.03% 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 507 $32.7K 0.01% -1,048 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 500 $32.2K 0.01% 0 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 500 $32.2K 0.01% 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 490 $31.6K 0.01% +15 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 481 $31K 0.02% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 433 $27.9K 0.02% -5,972 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 430 $27.7K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 430 $27.7K 0.01% +140 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 430 $27.7K 0.01% 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 425 $27.4K 0.01% +15 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 390 $25.1K 0.02% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 383 $24.7K <0.01% +50 13F-HR Timeline Navalign, LLC More: the full row for Navalign, LLC 380 $24.5K 0.01% new 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 366 $23.6K <0.01% -331 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 360 $23.2K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 357 $23K <0.01% -106 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 350 $22.5K <0.01% -50 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 334 $21.5K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 304 $20.9K 0.01% 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 200 $20.3K 0.16% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 300 $19.3K 0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 300 $19.3K 0.02% 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 296 $19.1K <0.01% +270 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 271 $17.5K 0.01% new 13F-HR/A Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 269 $17.3K 0.01% +67 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 250 $17.2K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 267 $17.2K 0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 258 $16.6K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 255 $16.4K 0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 237 $15.3K 0.01% +214 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 230 $14.8K <0.01% new 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 203 $13.1K 0.01% +100 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $12.9K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 200 $12.9K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 200 $12.9K 0.01% 0 13F-HR Timeline High Point Wealth Management, LLC More: the full row for High Point Wealth Management, LLC 196 $12.6K 0.01% 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 195 $12.6K <0.01% +45 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 193 $12.4K <0.01% +190 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 187 $12K 0.01% 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 180 $11.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 174 $11.2K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 171 $11K <0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 170 $11K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 160 $10.3K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 152 $9.79K 0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 150 $9.66K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 150 $9.66K <0.01% new 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 140 $9.02K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 138 $8.89K 0.01% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 137 $8.83K <0.01% new 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 117 $7.54K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 110 $7.18K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $6.91K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 102 $6.57K <0.01% +81 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 100 $6.44K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $6.44K <0.01% new 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $6.44K <0.01% -2,900 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 100 $6.44K <0.01% 0 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 99 $6.38K <0.01% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 95 $6.12K <0.01% 13F-HR/A Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 85 $5.48K <0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 80 $5.15K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 75 $4.83K <0.01% +50 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 75 $4.83K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 69 $4.45K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 69 $4.45K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 67 $4.32K <0.01% -135 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 61 $3.93K <0.01% 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 60 $3.87K <0.01% new 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 60 $3.87K <0.01% -40 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 58 $3.74K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 52 $3.35K <0.01% -13,175 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 50 $3.22K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 50 $3.22K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 36 $2.32K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 35 $2.25K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 30 $1.93K <0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 30 $1.93K <0.01% new 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 29 $1.87K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 21 $1.35K <0.01% -21 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 20 $1.29K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 13 $880 <0.01% new 13F-HR/A Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 30 $790 <0.01% +10 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 12 $773 <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 10 $645 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 8 $516 <0.01% 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 8 $515 <0.01% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 7 $451 <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 5 $322 <0.01% new 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 2,322 $362 +281 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.