ShoreHaven Wealth Partners, LLC More: the full row for ShoreHaven Wealth Partners, LLC 1,368 $203K 0.07% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,364 $202K 0.02% 0 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 1,361 $202K 0.15% -253 13F-HR Timeline Members Trust Co More: the full row for Members Trust Co 1,358 $201K 0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,357 $201K 0.03% 0 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 1,357 $201K 0.02% -702 13F-HR Timeline Base Wealth Management LLC More: the full row for Base Wealth Management LLC 1,354 $201K 0.11% -99 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 1,354 $200K 0.07% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1,333 $197K 0.02% +1,096 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 1,332 $197K 0.2% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 1,326 $196K 0.02% -152 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,311 $194K 0.01% -241 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 1,300 $193K 0.1% +130 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,298 $192K 0.11% new 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 1,298 $192K 0.1% -55 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 1,297 $192K 0.05% +1,113 13F-HR/A Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1,233 $183K 0.94% -81 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1,232 $182K 0.01% -7 13F-HR Timeline Pinnacle Bancorp, Inc. 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More: the full row for DHJJ Financial Advisors, Ltd. 800 $119K 0.04% -92 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 777 $115K 0.04% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 775 $115K 0.09% 0 13F-HR Timeline GRANVILLE CAPITAL, INC. 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More: the full row for Lloyd Advisory Services, LLC. 85 $12.6K <0.01% -92 13F-HR Timeline Kingdom Financial Group LLC. 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More: the full row for Wealth Enhancement Trust Services, Inc. 20 $2.96K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 17 $2.52K <0.01% -117 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 17 $2.52K <0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 16 $2.38K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 18 $2K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 11 $1.63K <0.01% -11 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 11 $1.62K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9 $1.33K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 3 $407 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 2 $224 <0.01% +1 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 1 $149 <0.01% 0 13F-HR Timeline Gallagher Fiduciary Advisors, LLC in group Gallagher Fiduciary Advisors,… More: the full row for Gallagher Fiduciary Advisors, LLC 8,811,881 $312K +8,750,384 13F-HR Timeline Group Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.