JDM Financial Group LLC More: the full row for JDM Financial Group LLC 25 $2.82K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 21 $2.56K <0.01% new 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 20 $2.25K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 18 $2.03K <0.01% +3 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 18 $2.03K <0.01% new 13F-HR Timeline Group Avion Wealth More: the full row for Avion Wealth 23 $2K <0.01% +9 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 19 $1.98K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 17 $1.92K <0.01% new 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 17 $1.92K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 17 $1.92K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 17 $1.92K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 16 $1.8K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $1.8K <0.01% +1 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 16 $1.8K <0.01% new 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 15 $1.65K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 14 $1.58K <0.01% +11 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 14 $1.58K <0.01% new 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 14 $1.58K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 14 $1.58K <0.01% new 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 13 $1.46K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13 $1.45K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 12 $1.35K <0.01% 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 12 $1.27K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $1.24K <0.01% +4 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 10 $1.13K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $1.01K <0.01% new 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 8 $902 <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 8 $901 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $676 <0.01% +5 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 4 $451 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 4 $451 <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 4 $451 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $451 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $451 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $451 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 3 $338 <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3 $338 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $226 <0.01% -1 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2 $225 <0.01% new 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2 $225 <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $225 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 2 $225 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $172 <0.01% -1 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1 $117 <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 1 $113 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $113 <0.01% 0 13F-HR Timeline