Capstone Wealth Management Group, Inc. in group Capstone Wealth Management Gr… More: the full row for Capstone Wealth Management Group, Inc. 848 $257K 0.15% 13F-HR Timeline Group Signature Wealth Management Partners, L… More: the full row for Signature Wealth Management Partners, LLC 844 $255K 0.12% new 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,877 $254K 0.04% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 840 $254K <0.01% new 13F-HR Timeline Evercore Wealth Management, LLC More: the full row for Evercore Wealth Management, LLC 835 $253K <0.01% new 13F-HR Timeline HALL CAPITAL MANAGEMENT CO INC More: the full row for HALL CAPITAL MANAGEMENT CO INC 830 $251K 0.08% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 822 $249K 0.01% new 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 817 $247K 0.06% new 13F-HR Timeline Warner Group LLC More: the full row for Warner Group LLC 812 $246K 0.06% new 13F-HR Timeline Centerline Wealth Advisors, LLC More: the full row for Centerline Wealth Advisors, LLC 800 $242K 0.08% new 13F-HR Timeline 111 Capital More: the full row for 111 Capital 797 $241K 0.04% new 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 795 $241K <0.01% new 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 793 $240K 0.03% new 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 787 $238K 0.06% new 13F-HR Timeline Cordoba Advisory Partners LLC More: the full row for Cordoba Advisory Partners LLC 787 $238K 0.05% -819 13F-HR Timeline VIMA LLC More: the full row for VIMA LLC 782 $237K 0.23% 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 775 $235K 0.01% new 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 766 $232K 0.01% -734 13F-HR Timeline EARNED WEALTH ADVISORS, LLC More: the full row for EARNED WEALTH ADVISORS, LLC 755 $229K 0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 755 $229K 0.06% -2 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 752 $228K 0.04% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 751 $227K <0.01% +113 13F-HR Timeline Group J. Goldman & Co LP More: the full row for J. Goldman & Co LP 750 $227K 0.01% new 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 750 $227K 0.15% new 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 749 $227K 0.05% new 13F-HR Timeline Advisory Alpha, LLC More: the full row for Advisory Alpha, LLC 747 $226K 0.01% new 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 742 $225K 0.01% new 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 952 $223K 0.17% +113 13F-HR Timeline Arrowpoint Investment Partners (Singapo… in group Arrowpoint Investment Partner… More: the full row for Arrowpoint Investment Partners (Singapore) Pte. Ltd. 729 $221K 0.06% new 13F-HR Timeline Group Frec Markets, Inc. in group Frec Markets, Inc. More: the full row for Frec Markets, Inc. 711 $215K 0.02% new 13F-HR Timeline Group CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 707 $214K 0.02% new 13F-HR Timeline STONEHAVEN WEALTH & TAX SOLUTIONS, LLC More: the full row for STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 706 $214K 0.17% new 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 702 $212K 0.01% new 13F-HR Timeline Mine & Arao Wealth Creation & Managemen… More: the full row for Mine & Arao Wealth Creation & Management, LLC. 700 $212K 0.08% new 13F-HR Timeline Pine Valley Investments Ltd Liability Co More: the full row for Pine Valley Investments Ltd Liability Co 694 $210K 0.01% new 13F-HR Timeline Aspen Investment Management Inc More: the full row for Aspen Investment Management Inc 689 $209K 0.06% new 13F-HR Timeline VARCOV Co. More: the full row for VARCOV Co. 689 $209K 0.08% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 686 $208K <0.01% new 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 684 $207K 0.01% -110,865 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 681 $206K 0.15% new 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 678 $205K 0.04% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 677 $205K 0.07% 0 13F-HR Timeline SIMON QUICK ADVISORS, LLC More: the full row for SIMON QUICK ADVISORS, LLC 676 $205K 0.01% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 674 $204K 0.01% new 13F-HR Timeline First Commonwealth Financial Corp /PA/ in group First Commonwealth Financial … More: the full row for First Commonwealth Financial Corp /PA/ 673 $204K 0.03% new 13F-HR Timeline Group GLAZER CAPITAL, LLC in group GLAZER CAPITAL, LLC More: the full row for GLAZER CAPITAL, LLC 671 $203K 0.01% new 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 666 $202K 0.05% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 649 $196K 0.02% +31 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 640 $194K 0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 635 $192K 0.03% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 610 $185K 0.17% -734 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 600 $182K 0.11% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 565 $163K <0.01% +227 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 533 $161K 0.01% -113 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 533 $161K 0.09% +320 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 515 $156K 0.03% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 514 $156K 0.02% +24 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 500 $151K 0.05% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 491 $149K <0.01% +160 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 490 $148K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 500 $145K 0.13% +300 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 464 $140K 0.01% +6 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 464 $140K 0.04% +7 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 462 $140K 0.03% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 442 $134K 0.01% new 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 435 $132K 0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 430 $130K 0.01% +38 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 426 $129K 0.02% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 426 $129K 0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 385 $117K 0.03% -20 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 380 $115K 0.01% +193 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 374 $113K <0.01% +47 13F-HR Timeline Group Brookfield Corp /ON/ in group Brookfield Corp /ON/ More: the full row for Brookfield Corp /ON/ 368 $111K <0.01% -379 13F-HR Timeline Group Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 358 $108K 0.05% -82 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 347 $105K 0.01% +12 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 346 $105K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 343 $104K <0.01% +73 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 334 $101K 0.02% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 319 $96.6K <0.01% +227 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 318 $96.3K 0.06% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 312 $94.4K <0.01% +104 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 307 $92.9K 0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 301 $91.1K <0.01% +52 13F-HR Timeline Group STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 295 $89.3K 0.03% -9,115 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 294 $89K 0.01% -717 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 291 $88.1K 0.02% +10 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 287 $86.9K 0.03% +87 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 278 $84.2K <0.01% +230 13F-HR Timeline Dakota Community Bank & Trust NA More: the full row for Dakota Community Bank & Trust NA 265 $80.2K 0.25% new 13F-HR Timeline NBH Bank More: the full row for NBH Bank 265 $80.2K 0.03% 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 264 $79.9K <0.01% -792 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 262 $79.3K 0.01% +30 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 257 $77.8K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 254 $76.9K 0.01% +150 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 252 $76.3K 0.01% -250 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 250 $75.7K <0.01% -35 13F-HR Timeline Group OSSIAM More: the full row for OSSIAM 233 $70.5K <0.01% new 13F-HR Timeline SBI Okasan Asset Management Co.Ltd. More: the full row for SBI Okasan Asset Management Co.Ltd. 246 $67.7K <0.01% -113 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 223 $67.5K 0.26% +4 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 220 $66.6K <0.01% -102 13F-HR Timeline Group Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 213 $64.5K <0.01% -9,601 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 210 $63.6K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 210 $63.6K <0.01% +5 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 204 $61.8K 0.01% +3 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 200 $60.5K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 185 $56K 0.02% +85 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 185 $56K 0.02% new 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 183 $55.4K <0.01% +173 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 180 $54.5K 0.01% new 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 178 $53.9K <0.01% +48 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 160 $48.4K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 157 $47.5K 0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 150 $45.4K <0.01% 0 13F-HR Timeline BOCHK Asset Management Ltd More: the full row for BOCHK Asset Management Ltd 150 $45.4K 0.01% new 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 150 $45.4K 0.02% -50 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 148 $44.8K 0.02% new 13F-HR Timeline Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 142 $43K 0.01% -4,478 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 141 $42.7K 0.01% -15 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 139 $42.1K 0.04% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 135 $40.9K 0.02% +46 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 132 $40K <0.01% +116 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 132 $40K 0.01% +2 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 128 $38.7K 0.01% 0 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 126 $38.1K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 124 $37.5K 0.01% +29 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 123 $37.2K 0.01% 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 125 $36.2K 0.01% -25 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 117 $35.4K <0.01% +17 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 114 $34.5K <0.01% -535 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 114 $34.5K 0.01% +9 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 114 $34.5K 0.02% -154 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 114 $34.5K <0.01% +99 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 112 $33.9K 0.02% +37 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 112 $33.9K <0.01% +26 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 105 $31.8K 0.02% -217 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 103 $31.2K <0.01% +53 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 163 $30.3K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $30.3K <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 100 $30.3K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $30.3K 0.02% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 99 $30K 0.01% -28 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 98 $29.7K 0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 99 $29.4K <0.01% new 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 96 $29.1K 0.01% -458 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 95 $28.8K 0.01% -10 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 93 $28.2K <0.01% +2 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 93 $28.2K 0.01% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 89 $26.9K 0.01% -11 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 88 $26.6K <0.01% +36 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 83 $25.1K <0.01% -18 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 82 $24.8K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 78 $23.5K <0.01% new 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 75 $22.7K 0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 72 $21.8K <0.01% +7 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 70 $21.2K <0.01% +20 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 70 $21.2K 0.01% new 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 66 $20K <0.01% +56 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 62 $18.8K 0.01% +42 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 61 $18.5K <0.01% new 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 57 $17.3K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 59 $17K <0.01% +15 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 55 $16.6K <0.01% new 13F-HR/A Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 53 $16K 0.01% new 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 52 $16K <0.01% 0 13F-HR Timeline BAILLIE GIFFORD & CO in group BAILLIE GIFFORD & CO More: the full row for BAILLIE GIFFORD & CO 52 $15.7K <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 51 $15.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $15.1K <0.01% new 13F-HR Timeline Group Bollard Group LLC More: the full row for Bollard Group LLC 49 $15K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 47 $14.2K 0.01% +8 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 47 $14.2K 0.01% +36 13F-HR/A Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 47 $14.2K 0.01% +40 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 46 $13.9K <0.01% +16 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 46 $13.9K <0.01% +4 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 44 $13.3K <0.01% +36 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 61 $13.3K <0.01% -24 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 43 $13K <0.01% +12 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 46 $12.6K <0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 40 $12.1K <0.01% -30 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 35 $10.6K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $10.3K <0.01% -3 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 31 $9.38K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 30 $9.08K <0.01% +12 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 30 $9.08K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 30 $9.08K 0.01% new 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 31 $9K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 28 $8.48K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 29 $8.4K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 27 $8.17K <0.01% +8 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 25 $7.57K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 25 $7.57K 0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 25 $7.57K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 23 $7K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 23 $6.96K <0.01% +7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 21 $6.36K <0.01% +2 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 21 $6.36K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 20 $6.05K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 20 $6.05K 0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 20 $6.05K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 20 $6K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 18 $5.53K <0.01% new 13F-HR Timeline