BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 435 $46.6K 0.01% 0 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 429 $46K <0.01% -1 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 417 $44.7K <0.01% -10 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 403 $43.2K 0.01% -23 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 400 $42.9K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 392 $42K 0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 391 $41.9K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Cape Investment Advisory, Inc. 249 $26.7K 0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 247 $26.5K 0.02% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 244 $26.1K 0.01% -25 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 243 $26K 0.01% 0 13F-HR Timeline Steigerwald, Gordon & Koch Inc. 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More: the full row for Miller Capital Partners, Inc. 164 $17.6K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 161 $17.2K <0.01% -26 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 161 $17.2K 0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 159 $17K <0.01% new 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 153 $16.7K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 153 $16.4K <0.01% -137 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 152 $16.3K 0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 151 $16.2K <0.01% 0 13F-HR Timeline Gladwyn Financial Advisors, Inc. 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More: the full row for Kingdom Financial Group LLC. 132 $14.2K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 130 $13.9K 0.01% -49 13F-HR Timeline Family Manage LLC More: the full row for Family Manage LLC 123 $13.2K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 120 $13K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 117 $12.5K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 115 $12.3K <0.01% -140 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 114 $12.2K <0.01% +14 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 114 $12.2K <0.01% -1 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 114 $12.2K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 112 $12K 0.01% +1 13F-HR Timeline PURSUIT WEALTH STRATEGIES, LLC More: the full row for PURSUIT WEALTH STRATEGIES, LLC 111 $11.9K 0.02% +1 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 107 $11.5K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 105 $11.2K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 102 $11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $10.7K <0.01% 0 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 100 $10.7K 0.01% 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 99 $10.6K <0.01% -24 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 95 $10.2K <0.01% +87 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 94 $10.1K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 92 $9.86K <0.01% 0 13F-HR Timeline Group Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 69 $7.38K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 68 $7.33K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 68 $7.29K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 68 $7.29K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 68 $7.29K <0.01% 0 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 68 $7.29K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 67 $7.18K <0.01% 0 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 62 $7K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 62 $6.64K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 55 $6K <0.01% -8 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 50 $5.36K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 46 $4.96K <0.01% -81 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 46 $4.95K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 45 $4.82K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 44 $4.71K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 41 $4.39K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 40 $4.29K <0.01% 0 13F-HR Timeline Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 39 $4.18K <0.01% +11 13F-HR Timeline Group Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 37 $3.96K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 36 $3.86K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 34 $3.65K <0.01% -3 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 31 $3.32K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 30 $3.21K <0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 30 $3.21K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 29 $3.11K <0.01% 0 13F-HR Timeline Mechanics Financial Corp More: the full row for Mechanics Financial Corp 27 $2.89K <0.01% new 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 26 $2.79K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 25 $2.63K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 24 $2.59K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 22 $2.42K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 20 $2.14K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $2.14K <0.01% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 20 $2.14K <0.01% new 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $2.14K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 19 $2.04K <0.01% -8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 16 $1.71K <0.01% -118 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 15 $1.65K <0.01% 0 13F-HR Timeline Vanguard National Trust Co in group VANGUARD GROUP INC More: the full row for Vanguard National Trust Co 15 $1.61K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 14 $1.51K <0.01% new 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 13 $1.44K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 10 $1.07K <0.01% 13F-HR Timeline Group Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 9 $986 <0.01% +6 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 9 $965 <0.01% new 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 8 $882 <0.01% -2,284 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 8 $858 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 7 $750 <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 5 $536 <0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 3 $321 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $150 <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 0 $6 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Key Capital Management, INC More: the full row for Key Capital Management, INC 0 $4 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. PeakShares LLC More: the full row for PeakShares LLC 29,024 $3.11B +2,000 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.