Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 68 $9.25K <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 66 $8.98K <0.01% +31 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 63 $8.61K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 69 $8.59K <0.01% +37 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 62 $8.44K <0.01% +2 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $8.17K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 60 $8.17K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 59 $8.03K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 59 $8.03K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 56 $7.62K <0.01% -44 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 56 $7.62K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 56 $7.62K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 54 $7.41K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 54 $7.35K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 52 $7.08K <0.01% -2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 51 $7.01K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 47 $6.42K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 47 $6.37K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 43 $5.85K <0.01% -1,259 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 43 $5.82K <0.01% 0 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 41 $5.58K <0.01% -34 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $5.44K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 39 $5.36K <0.01% +21 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 39 $5.31K <0.01% -19 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 39 $5.31K <0.01% -4 13F-HR/A Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 37 $5.05K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 37 $5.04K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 36 $4.9K <0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 36 $4.9K <0.01% -3,906 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 36 $4.9K <0.01% +18 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 35 $4.8K <0.01% +29 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 35 $4.76K <0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 35 $4.76K <0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 34 $4.64K 0.01% 0 13F-HR Timeline DB Fitzpatrick & Co, Inc More: the full row for DB Fitzpatrick & Co, Inc 34 $4.63K <0.01% +26 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 32 $4.36K <0.01% -258 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 32 $4.36K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 32 $4.36K <0.01% -276 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27 $3.67K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $3.67K <0.01% -11 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 26 $3.54K <0.01% new 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 25 $3.4K <0.01% new 13F-HR/A Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24 $3.27K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $3.13K <0.01% -11 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $3.13K <0.01% +6 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 23 $3.13K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 28 $3K <0.01% -3 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $2.99K <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 21 $2.86K <0.01% -44 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 20 $2.77K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $2.68K <0.01% new 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 19 $2.59K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $2.59K <0.01% +2 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 18 $2.45K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $2.45K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $2.45K <0.01% 0 13F-HR/A Timeline Torren Management, LLC More: the full row for Torren Management, LLC 18 $2.45K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $2.23K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $2.18K <0.01% +3 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 16 $2.18K <0.01% -17 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 15 $2.04K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 15 $2.04K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 16 $2K <0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 15 $2K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 14 $1.91K <0.01% +3 13F-HR Timeline Rakuten Group, Inc. group of 2 filers holding More: the full row for Rakuten Group, Inc. 14 $1.91K -25,678 Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 13 $1.77K <0.01% new 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 13 $1.77K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 13 $1.77K <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 12 $1.63K <0.01% -8,171 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 12 $1.63K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11 $1.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.5K <0.01% +2 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 10 $1.36K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10 $1.36K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 10 $1.36K <0.01% -63 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 10 $1.36K <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 10 $1.36K <0.01% -2 13F-HR Timeline Corsicana & Co. More: the full row for Corsicana & Co. 9 $1.33K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 9 $1.23K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 9 $1.23K <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 8 $1.09K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 8 $1.09K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 6 $1K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 7 $953 <0.01% 0 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $953 <0.01% +1 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 6 $817 <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 5 $681 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $681 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 5 $680 <0.01% 0 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5 $680 <0.01% +1 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 5 $680 <0.01% +1 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 4 $545 <0.01% -8 13F-HR Timeline Trust Co More: the full row for Trust Co 3 $411 <0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 3 $409 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 3 $409 <0.01% new 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 3 $408 <0.01% -107 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 3 $408 <0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 3 $408 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2 $272 <0.01% new 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 2 $272 <0.01% -7 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $272 <0.01% -1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $272 <0.01% new 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 2 $272 <0.01% new 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 2 $272 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1 $137 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 1 $137 <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1 $136 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Activest Wealth Management More: the full row for Activest Wealth Management 1 $136 <0.01% -23 13F-HR Timeline