Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,405 $178K 0.02% +22 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 2,390 $177K 0.08% -874 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 2,383 $177K 0.02% +1,088 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,380 $176K 0.02% 0 13F-HR Timeline Group Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 2,360 $175K 0.05% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 2,322 $172K 0.16% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 2,307 $171K 0.06% -242 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2,270 $168K 0.08% -45 13F-HR Timeline Group Family CFO Inc More: the full row for Family CFO Inc 2,250 $167K 0.07% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,248 $167K 0.03% +159 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 2,135 $158K 0.09% +28 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 2,081 $154K 0.11% -194 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 2,078 $154K 0.07% 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 152,652 $153K 0.05% new 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 2,010 $149K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,000 $148K 0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,997 $148K 0.02% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1,907 $141K 0.07% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,878 $139K 0.12% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,855 $137K 0.05% 0 13F-HR Timeline Elgethun Capital Management More: the full row for Elgethun Capital Management 1,841 $136K 0.02% +153 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 1,810 $134K 0.04% +1 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,765 $131K 0.01% -1,949 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 1,730 $128K 0.1% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 1,665 $124K 0.17% -312 13F-HR/A Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 1,616 $120K 0.12% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 1,580 $117K 0.03% -305 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,505 $111K 0.06% 0 13F-HR Timeline RED LIGHTHOUSE INVESTMENT MANAGEMENT, L… More: the full row for RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 1,499 $111K 0.04% -65 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,443 $107K 0.03% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,415 $105K 0.06% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,412 $105K 0.03% +11 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 1,411 $105K 0.09% +734 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,357 $101K 0.04% -13 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,297 $96.1K 0.03% +684 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 1,278 $94.7K 0.03% -29 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1,252 $92.7K 0.01% -130 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 1,243 $92.1K 0.06% +505 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,239 $91.8K 0.01% +1 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,225 $90.7K 0.02% +800 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,212 $90K 0.01% -125 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 1,209 $89.6K 0.02% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 1,194 $88.4K 0.02% -223 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 1,187 $88K 0.01% -1,124 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 1,155 $85.5K 0.02% 0 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 1,150 $85.3K <0.01% +62 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 1,137 $84.2K 0.03% 13F-HR/A Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,114 $82.5K 0.01% -120 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,068 $79.1K 0.07% +559 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,000 $74.1K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 1,000 $74.1K 0.06% 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 989 $73K <0.01% 0 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 981 $72.7K 0.02% -13 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 974 $72.1K 0.04% +13 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 965 $71.5K 0.06% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 898 $66.5K 0.01% -18 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 879 $65K 0.02% +11 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 845 $62.6K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 806 $59.7K <0.01% +803 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 795 $58.9K 0.06% 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 773 $57.3K <0.01% 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 769 $57K 0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 762 $56.4K <0.01% new 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 733 $54.3K 0.02% 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 720 $53.4K 0.01% +9 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 709 $52.5K 0.03% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 691 $51.2K <0.01% new 13F-HR Timeline Biltmore Family Office, LLC More: the full row for Biltmore Family Office, LLC 690 $51.1K 0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 688 $51K <0.01% 0 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 687 $50.9K 0.03% 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 679 $50.3K <0.01% -279 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 659 $48.8K 0.03% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 651 $48.2K 0.01% +5 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 631 $46.7K <0.01% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. More: the full row for PEOPLES FINANCIAL SERVICES CORP. 619 $45.8K 0.02% 0 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 584 $43.3K 0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 582 $43.1K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 575 $42.6K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 550 $40.7K 0.02% -82 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 540 $40K 0.03% 0 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 498 $36.9K 0.02% +7 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 484 $35.9K 0.01% -45 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 479 $35.5K <0.01% 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 475 $35K 0.01% 0 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 472 $35K 0.03% 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 454 $33.6K <0.01% +415 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 428 $31.7K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 422 $31K <0.01% -998 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 414 $30.7K 0.01% 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 407 $30.1K <0.01% +1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 402 $29.8K 0.03% 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 372 $28K <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. 370 $27.4K 0.01% -84 13F-HR Timeline Group Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 366 $27.1K 0.01% +5 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 354 $26.2K 0.01% 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 353 $26.1K 0.02% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 351 $26K 0.01% +1 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 343 $25.5K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 323 $23.9K 0.02% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 320 $23.7K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 319 $23.6K <0.01% -1,924 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 312 $23.1K 0.01% -330 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 300 $22.2K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 299 $22.1K 0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 299 $22.1K 0.02% 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 300 $22K 0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 288 $21.3K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 260 $19.3K 0.01% +3 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 256 $19K <0.01% +4 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 255 $18.9K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 252 $18.7K 0.15% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 250 $18.5K 0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 245 $18.1K 0.02% 13F-HR Timeline SOFI WEALTH, LLC More: the full row for SOFI WEALTH, LLC 231 $17.1K <0.01% +8 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 226 $16.7K <0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 220 $16.3K <0.01% +208 13F-HR Timeline Group Operose Advisors LLC More: the full row for Operose Advisors LLC 208 $15.4K <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 208 $15.4K 0.01% new 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 206 $15.3K 0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 200 $14.8K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 191 $14.1K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 186 $13.8K 0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 184 $13.6K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 181 $13.4K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 180 $13K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 175 $13K 0.01% -25 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 165 $12.2K 0.01% new 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 162 $12K <0.01% new 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 159 $11.8K 0.01% 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 155 $11.5K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 149 $11.1K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 145 $10.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 143 $10.6K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 141 $10.4K <0.01% 13F-HR Timeline ARVEST INVESTMENTS, INC. More: the full row for ARVEST INVESTMENTS, INC. 139 $10.3K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 133 $9.85K <0.01% 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 123 $9.11K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 116 $8.6K <0.01% +13 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 113 $8.37K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 108 $7.93K 0.01% 0 13F-HR/A Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 105 $7.78K <0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 100 $7.41K <0.01% 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 99 $7.33K <0.01% 0 13F-HR Timeline Group Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 95 $7.04K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 85 $6.3K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 80 $5.94K <0.01% +16 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 79 $5.85K 0.01% 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 76 $5.63K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 75 $5.56K <0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 73 $5.41K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 68 $5.04K <0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 62 $4.62K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 60 $4.5K <0.01% new 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 56 $4.15K <0.01% new 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 56 $4.15K <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 55 $4.06K <0.01% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 51 $3.78K <0.01% +1 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 49 $3.63K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 48 $3.56K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 46 $3.41K <0.01% -420 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 44 $3.26K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 32 $2.37K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 26 $1.9K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 24 $1.78K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 23 $1.7K <0.01% -36 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 21 $1.55K <0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 20 $1.5K <0.01% new 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 18 $1.33K <0.01% 0 13F-HR Timeline Cornerstone Wealth Partners, LLC More: the full row for Cornerstone Wealth Partners, LLC 16 $1.19K <0.01% 13F-HR Timeline AFFINITY WEALTH LLC More: the full row for AFFINITY WEALTH LLC 15 $1.11K <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 14 $1.09K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13 $963 <0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 10 $741 <0.01% -932 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 9 $667 <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 8 $609 <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 8 $604 <0.01% 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 6 $444 <0.01% -1,315 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 6 $417 <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 4 $296 <0.01% 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 2 $148 <0.01% -625 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 0 $15 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 0 $10 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 0 $2 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 0 $1 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 12 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios.