Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 337 $77K 0.01% +1 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 335 $76.9K 0.02% -24 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 325 $74.6K 0.06% -55 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 322 $73.9K 0.05% -17 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 320 $73.6K <0.01% +7 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 318 $73K <0.01% -7 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. 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More: the full row for Nova Wealth Management, Inc. 295 $67.7K 0.04% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 289 $66.3K 0.03% -3 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 275 $63.1K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 268 $61.5K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 265 $60.8K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 265 $60.8K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 264 $60.6K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 260 $59.7K <0.01% -4 13F-HR Timeline Group Security National Bank More: the full row for Security National Bank 251 $57.6K 0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 100 $22.9K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 97 $22.3K <0.01% +15 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 92 $21K 0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 84 $19.3K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 81 $18.6K <0.01% -94 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 81 $18K <0.01% -34 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 78 $17.9K <0.01% +66 13F-HR Timeline LifeSteps Financial, Inc. 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More: the full row for MV CAPITAL MANAGEMENT, INC. 64 $14.7K <0.01% +15 13F-HR/A Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 62 $14.2K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 59 $13.5K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 57 $13.1K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 54 $12.4K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 54 $12.4K 0.01% +5 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 50 $11.5K <0.01% -91 13F-HR Timeline Group E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 50 $11.5K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 50 $11.4K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 49 $11.2K <0.01% new 13F-HR Timeline Group Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 49 $11.2K <0.01% -5 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 50 $11.1K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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Allen Investments, LLC 22 $5.05K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 21 $4.82K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $4.59K <0.01% +10 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $4.13K <0.01% +5 13F-HR/A Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $3.9K <0.01% -104 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 16 $3.67K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 16 $3.67K <0.01% -2 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 16 $3.67K <0.01% +6 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 15 $3.44K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 15 $3.44K <0.01% 0 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 15 $3.44K <0.01% 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 13 $3.04K <0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 13 $2.98K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $2.98K <0.01% +7 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 12 $2.78K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 11 $2.52K <0.01% +4 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $2.52K <0.01% +6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 11 $2.52K <0.01% +4 13F-HR Timeline Planning Strategies Inc. 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More: the full row for Financial Management Professionals, Inc. 8 $1.84K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 8 $1.84K <0.01% +3 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.84K <0.01% +2 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $1.77K <0.01% +4 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 7 $1.61K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 7 $1.61K <0.01% 0 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 7 $1.61K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7 $1.61K <0.01% new 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 6 $1.38K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 6 $1.38K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 6 $1.38K <0.01% new 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 5 $1.15K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $1.15K <0.01% -29 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 5 $1.15K <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 5 $1.15K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $1.15K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 5 $1.15K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 7 $1K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 4 $918 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $918 <0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 4 $918 <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 4 $918 <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 4 $918 <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 4 $918 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 3 $689 <0.01% new 13F-HR Timeline MOTCO More: the full row for MOTCO 3 $688 <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 3 $688 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 2 $460 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $459 <0.01% -263 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2 $459 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $459 <0.01% +1 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $459 <0.01% +1 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 2 $459 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $459 0.01% new 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1 $250 <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $242 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1 $230 <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1 $230 <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $230 <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 1 $230 <0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 1 $230 <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 1 $229 <0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 0 $101 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 1 $0 0% new 13F-HR Timeline Value 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 5,255 $4.05K +256 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.