Atala Financial Inc More: the full row for Atala Financial Inc 1,227 $1.02M 0.7% 0 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 1,219 $1.01M 0.33% +264 13F-HR/A Timeline True Freedom Investing, LLC More: the full row for True Freedom Investing, LLC 1,209 $1M 0.39% 13F-HR Timeline WEALTHEDGE INVESTMENT ADVISORS, LLC More: the full row for WEALTHEDGE INVESTMENT ADVISORS, LLC 1,204 $997K 0.42% +775 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,204 $997K 0.03% +282 13F-HR/A Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,189 $984K 0.06% -379 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 1,188 $984K 0.13% -291 13F-HR Timeline PETRA FINANCIAL ADVISORS INC More: the full row for PETRA FINANCIAL ADVISORS INC 1,178 $975K 0.62% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 1,172 $970K 0.04% +610 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. 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Prosperity Capital Advisors 627 $519K 0.03% +68 13F-HR/A Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 673 $517K 0.09% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 624 $517K 0.1% +180 13F-HR Timeline Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 621 $514K 0.01% +215 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 619 $512K 0.47% new 13F-HR Timeline Ellenbecker Investment Group More: the full row for Ellenbecker Investment Group 617 $511K 0.08% -270 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 614 $508K 0.03% +30 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 613 $508K 0.04% -70 13F-HR Timeline WPWealth LLP More: the full row for WPWealth LLP 613 $508K 0.09% +4 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 610 $505K 1.72% 0 13F-HR Timeline Avestar Capital, LLC More: the full row for Avestar Capital, LLC 603 $499K 0.04% new 13F-HR Timeline First National Trust Co More: the full row for First National Trust Co 601 $498K 0.02% 0 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 600 $497K 0.09% 0 13F-HR Timeline RVW Wealth, LLC More: the full row for RVW Wealth, LLC 600 $497K 0.04% 0 13F-HR Timeline GROUPAMA ASSET MANAGMENT More: the full row for GROUPAMA ASSET MANAGMENT 603 $494K 0.01% -2,006 13F-HR Timeline Castle Rock Wealth Management, LLC More: the full row for Castle Rock Wealth Management, LLC 659 $494K 0.12% -1 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 596 $493K 0.24% new 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 593 $491K 0.01% +198 13F-HR Timeline Group Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 588 $486K 0.07% +30 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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Riley Wealth Advisors, Inc. 577 $478K 0.02% -1,290 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 573 $474K 0.24% -5 13F-HR Timeline Gitterman Wealth Management, LLC More: the full row for Gitterman Wealth Management, LLC 571 $473K 0.11% +5 13F-HR Timeline GUIDANCE CAPITAL, INC More: the full row for GUIDANCE CAPITAL, INC 634 $471K 0.13% +179 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 565 $468K 0.05% -32 13F-HR Timeline Voleon Capital Management LP More: the full row for Voleon Capital Management LP 561 $464K 0.03% new 13F-HR Timeline Summit Wealth Group, LLC More: the full row for Summit Wealth Group, LLC 560 $464K 0.12% -450 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 717 $464K 0.01% new 13F-HR Timeline FIDELIS CAPITAL PARTNERS, LLC More: the full row for FIDELIS CAPITAL PARTNERS, LLC 536 $463K 0.04% -83 13F-HR Timeline HARBOUR INVESTMENTS, INC. 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