Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 2,046 $225K 0.01% 0 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 2,000 $220K 0.01% -20 13F-HR Timeline HEFFERNAN ADVISORY, INC More: the full row for HEFFERNAN ADVISORY, INC 1,964 $216K 0.21% 13F-HR Timeline GREENLEAF TRUST More: the full row for GREENLEAF TRUST 1,941 $214K <0.01% -37 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 1,999 $213K 0.03% 0 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 1,900 $209K 0.04% -4,400 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 1,870 $206K <0.01% -646 13F-HR Timeline MILLER HOWARD INVESTMENTS INC /NY More: the full row for MILLER HOWARD INVESTMENTS INC /NY 1,854 $204K 0.01% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 1,839 $202K <0.01% 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 1,831 $202K 0.01% new 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 1,825 $201K 0.05% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,819 $200K 0.01% +39 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,815 $200K <0.01% +25 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 1,770 $195K <0.01% -18 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,701 $187K <0.01% +497 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,693 $186K <0.01% +40 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,633 $180K <0.01% +807 13F-HR Timeline Group Tema ETFs LLC More: the full row for Tema ETFs LLC 1,594 $175K 0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,522 $168K <0.01% +602 13F-HR Timeline Group Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 1,498 $165K 0.04% -98 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,485 $163K <0.01% +350 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,352 $149K 0.01% +6 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,338 $147K <0.01% -89 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,319 $145K <0.01% +1,073 13F-HR Timeline Eurizon Capital SGR S.p.A. More: the full row for Eurizon Capital SGR S.p.A. 1,304 $144K <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,286 $142K <0.01% -6 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,185 $131K <0.01% +91 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,135 $125K <0.01% -1,088 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,100 $121K <0.01% -58,200 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,100 $121K 0.01% +200 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,067 $117K 0.02% -129 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,062 $117K <0.01% -77 13F-HR Timeline Havemeyer Place LP More: the full row for Havemeyer Place LP 985 $108K 0.02% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 919 $101K 0.05% +142 13F-HR Timeline Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 875 $96K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 738 $81.2K 0.01% -88 13F-HR Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 700 $77.1K <0.01% new 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 650 $71.6K <0.01% +570 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 623 $68.5K <0.01% +12 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 586 $64.5K <0.01% -19 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 550 $60.5K 0.03% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 516 $56.8K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 489 $53.8K <0.01% +217 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 488 $53.7K <0.01% -330 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 470 $51.7K 0.01% +17 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 469 $51.6K <0.01% +57 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 468 $51.5K <0.01% -111 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 454 $50K <0.01% -3,503 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 445 $49K <0.01% +255 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 440 $48.4K 0.07% +36 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 417 $45.9K <0.01% +403 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 398 $43.8K <0.01% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 388 $43K <0.01% +107 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 385 $42.4K 0.04% 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 366 $40.3K <0.01% -11 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 351 $39K 0.02% +1 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 340 $37.4K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 333 $36.7K <0.01% +39 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 328 $36.2K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 323 $36K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 310 $34.1K 0.02% +18 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 304 $33.5K 0.01% 0 13F-HR Timeline Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 301 $33.3K 0.01% 0 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 300 $33K 0.01% 0 13F-HR Timeline SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 294 $32K 0.02% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 288 $31.7K <0.01% +138 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 250 $27.5K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 250 $27.5K <0.01% 0 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 245 $27K <0.01% -3 13F-HR/A Timeline Group Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 240 $26.4K 0.01% -1,500 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 228 $25.1K 0.01% -101 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 225 $24.8K 0.01% -96 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 213 $23.4K 0.01% +2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 209 $23K <0.01% -5 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 200 $22K <0.01% -100 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 196 $21.6K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 189 $21.2K 0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 181 $19.9K 0.01% 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 175 $19.3K 0.02% 0 13F-HR Timeline T. Rowe Price Investment Management, In… More: the full row for T. Rowe Price Investment Management, Inc. 167 $19K <0.01% +24 13F-HR/A Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 167 $18.4K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 162 $17.8K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 158 $17.4K <0.01% -25 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 152 $16.7K <0.01% -161 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 149 $16.4K <0.01% 0 13F-HR Timeline DV EQUITIES, LLC More: the full row for DV EQUITIES, LLC 149 $16.4K <0.01% 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 146 $16.1K <0.01% new 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 140 $15.4K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 140 $15.4K 0.01% +113 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 136 $15K <0.01% -1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 135 $14.9K 0.01% new 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 120 $13.2K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 114 $12.5K <0.01% +10 13F-HR Timeline PEREGRINE CAPITAL MANAGEMENT LLC More: the full row for PEREGRINE CAPITAL MANAGEMENT LLC 110 $12.1K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 111 $12K <0.01% -4 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 108 $11.9K <0.01% -8 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 100 $11K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 100 $11K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 100 $11K <0.01% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 100 $11K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 99 $10.9K <0.01% 0 13F-HR Timeline Fideuram Asset Management (Ireland) dac More: the full row for Fideuram Asset Management (Ireland) dac 91 $10.1K <0.01% 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 91 $10K <0.01% +55 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 87 $9.67K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 86 $9.47K <0.01% +7 13F-HR Timeline TOBAM More: the full row for TOBAM 84 $9K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 75 $8.26K <0.01% 0 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 72 $7.93K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 66 $7.27K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 66 $7.26K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 65 $7.15K <0.01% +55 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 60 $7K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 61 $6.67K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 60 $6.61K <0.01% +21 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 56 $6.16K <0.01% 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 54 $5.95K <0.01% 0 13F-HR/A Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 52 $5.72K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 53 $5.68K <0.01% -6 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 50 $5.5K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 45 $4.95K <0.01% -13 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 35 $3.85K <0.01% +6 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 35 $3.85K <0.01% +13 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 33 $3.63K <0.01% -9 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 32 $3.56K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 31 $3.41K <0.01% -15 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 29 $3.19K <0.01% +20 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 28 $3.12K <0.01% +12 13F-HR Timeline Group Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 27 $3.02K <0.01% +2 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 24 $2.64K <0.01% +4 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 23 $2.53K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22 $2.42K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 22 $2.42K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 20 $2.22K <0.01% -2 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 20 $2.2K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 19 $2.09K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 19 $2.09K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 18 $1.98K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 16 $1.76K <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 16 $1.76K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16 $1.76K <0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 16 $1.76K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 15 $1.65K <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 15 $1.65K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 15 $1.65K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $1.62K <0.01% +6 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 13 $1.43K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 11 $1.21K <0.01% +8 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 11 $1.21K <0.01% 0 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 10 $1.11K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 10 $1.11K <0.01% +5 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $1.1K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 10 $1.1K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 10 $1.05K <0.01% +1 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 10 $1K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 6 $1K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 9 $991 <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 9 $991 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 9 $991 <0.01% new 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 9 $991 <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 8 $881 <0.01% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 8 $831 <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 6 $660 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 6 $660 <0.01% 13F-HR/A Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $551 <0.01% new 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $551 <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5 $550 <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $550 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 5 $550 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 2 $220 <0.01% -4 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $220 <0.01% new 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1 $110 <0.01% 13F-HR Timeline