VANTAGEPOINT INVESTMENT ADVISERS LLC More: the full row for VANTAGEPOINT INVESTMENT ADVISERS LLC 1,039,953 $105M 0.86% new 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 861,123 $86.8M 0.11% -5,213 13F-HR Timeline Group ROCKLAND TRUST CO More: the full row for ROCKLAND TRUST CO 805,416 $81.2M 3.33% -6,905 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 284,209 $28.6M <0.01% -11,805 13F-HR/A Timeline Group BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 260,556 $26.3M <0.01% +12,239 13F-HR/A Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 194,647 $19.6M 0.01% +2,446 13F-HR Timeline Group Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 175,614 $17.7M 1.76% +5,826 13F-HR Timeline Stordahl Capital Management, Inc. More: the full row for Stordahl Capital Management, Inc. 171,850 $17.3M 3.64% +2,878 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 139,328 $14M 0.45% +14,451 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 118,492 $11.9M 7.5% -485 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 118,266 $11.9M <0.01% -13,081 13F-HR Timeline Lutz Financial Services LLC More: the full row for Lutz Financial Services LLC 117,735 $11.9M 0.86% -1,645 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 102,835 $10.4M <0.01% -4,313 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,549 $8.02M 0.01% -10,571 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 72,236 $7.28M 0.03% -1,281 13F-HR Timeline Group HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 55,790 $5.62M 0.01% -1,576 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 55,231 $5.57M <0.01% +897 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 52,566 $5.3M 0.01% +998 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 45,392 $4.57M 0.01% +1,481 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 41,465 $4.18M <0.01% +17,098 13F-HR Timeline Group Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 38,436 $3.87M 0.02% -2,999 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 36,749 $3.7M 0.02% -755 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 35,672 $3.59M 0.02% -57 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 33,624 $3.39M 0.01% -2,155 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 28,700 $2.89M <0.01% 0 13F-HR Timeline Group JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 24,515 $2.47M <0.01% +111 13F-HR/A Timeline Group Composition Wealth, LLC More: the full row for Composition Wealth, LLC 21,464 $2.16M 0.03% -2 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 20,000 $2.02M <0.01% new 13F-HR Timeline Group COMERICA BANK More: the full row for COMERICA BANK 15,285 $1.54M 0.01% +4,014 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 15,179 $1.53M <0.01% +2,278 13F-HR Timeline Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 14,977 $1.51M 0.01% -1,670 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 13,182 $1.33M <0.01% +3,193 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 13,160 $1.33M 0.36% new 13F-HR Timeline AMERICAN FINANCIAL & TAX STRATEGIES INC More: the full row for AMERICAN FINANCIAL & TAX STRATEGIES INC 13,050 $1.32M 0.66% -441 13F-HR Timeline MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 11,652 $1.17M 0.01% +5,920 13F-HR Timeline Horizon Investment Services, LLC More: the full row for Horizon Investment Services, LLC 11,516 $1.16M 0.44% +60 13F-HR Timeline AMERIPRISE FINANCIAL INC in group AMERIPRISE FINANCIAL INC More: the full row for AMERIPRISE FINANCIAL INC 11,219 $1.14M <0.01% -101 13F-HR Timeline Group AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,958 $1.1M <0.01% +8,409 13F-HR Timeline Group PFG Advisors More: the full row for PFG Advisors 10,307 $1.04M 0.04% new 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 10,027 $1.01M 0.55% -74 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 9,947 $1M <0.01% +10 13F-HR Timeline Group Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,924 $1000K <0.01% +7,096 13F-HR Timeline Group Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 9,572 $965K 0.15% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 9,176 $924K <0.01% -256 13F-HR Timeline Group SHUFRO ROSE & CO LLC More: the full row for SHUFRO ROSE & CO LLC 9,210 $848K 0.07% 0 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 7,660 $772K <0.01% -186 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 6,906 $696K <0.01% -8,834 13F-HR Timeline Group Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 6,851 $690K 0.08% 0 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 6,850 $690K <0.01% +25 13F-HR Timeline Group MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 6,753 $680K <0.01% -1,535 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 6,725 $678K <0.01% 0 13F-HR Timeline OFC FINANCIAL PLANNING, LLC More: the full row for OFC FINANCIAL PLANNING, LLC 5,956 $600K 0.59% -78 13F-HR Timeline Rodgers & Associates, LTD More: the full row for Rodgers & Associates, LTD 5,938 $598K 0.06% +672 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 5,852 $590K <0.01% +165 13F-HR Timeline Group Goodman Financial Corp More: the full row for Goodman Financial Corp 5,737 $578K 0.11% +98 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,698 $574K 0.01% -1,384 13F-HR/A Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 5,673 $572K 0.01% new 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 5,594 $564K <0.01% 0 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 5,554 $558K 0.07% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 5,596 $553K 0.05% -102 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 5,459 $550K 0.06% +90 13F-HR Timeline Factorial Partners, LLC More: the full row for Factorial Partners, LLC 5,200 $524K 0.36% 0 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,198 $524K 0.02% +677 13F-HR Timeline HANOVER ADVISORS INC More: the full row for HANOVER ADVISORS INC 5,186 $523K 0.2% -42 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 5,069 $511K <0.01% +2,581 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 4,809 $486K 0.01% -230 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 4,691 $473K 0.14% 0 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 4,625 $466K 0.02% +9 13F-HR Timeline Group Trail Ridge Investment Advisors, LLC More: the full row for Trail Ridge Investment Advisors, LLC 4,613 $465K 0.21% -15 13F-HR Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 4,400 $443K 0.17% 0 13F-HR Timeline Ifrah Financial Services, Inc. More: the full row for Ifrah Financial Services, Inc. 4,287 $432K 0.11% -30 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 4,085 $412K 0.01% -295 13F-HR Timeline Passive Capital Management, LLC. More: the full row for Passive Capital Management, LLC. 4,026 $406K 0.13% 0 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 3,928 $396K 0.01% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 3,842 $387K <0.01% +692 13F-HR Timeline Hobart Private Capital, LLC More: the full row for Hobart Private Capital, LLC 3,782 $381K 0.08% +26 13F-HR Timeline FIFTH THIRD BANK, NATIONAL ASSOCIATION group of 2 filers holding More: the full row for FIFTH THIRD BANK, NATIONAL ASSOCIATION 3,702 $373K -612 Timeline AMG National Trust Bank More: the full row for AMG National Trust Bank 3,480 $351K 0.01% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 3,298 $332K 0.01% +65 13F-HR Timeline Group Glenview Trust Co More: the full row for Glenview Trust Co 3,234 $326K 0.01% -175 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 3,118 $314K 0.01% 0 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 3,080 $310K 0.01% 0 13F-HR Timeline Summit Financial Consulting LLC More: the full row for Summit Financial Consulting LLC 3,070 $309K 0.25% -7 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 3,022 $304K <0.01% 0 13F-HR Timeline Group U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,980 $300K 0.01% 0 13F-HR Timeline INSIGHT 2811, INC. More: the full row for INSIGHT 2811, INC. 2,898 $292K 0.13% +165 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 2,860 $288K 0.02% -2 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,808 $283K 0.13% 0 13F-HR Timeline IFG Advisors, LLC More: the full row for IFG Advisors, LLC 2,770 $279K 0.05% 0 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,617 $264K 0.08% 0 13F-HR Timeline TRITONPOINT WEALTH, LLC in group TritonPoint Partners, LLC More: the full row for TRITONPOINT WEALTH, LLC 2,592 $261K 0.02% new 13F-HR Timeline Group Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,564 $258K 0.01% 0 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,533 $255K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,502 $252K <0.01% +116 13F-HR Timeline Group Keystone Financial Group More: the full row for Keystone Financial Group 2,490 $251K 0.02% 0 13F-HR/A Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,437 $246K 0.01% 0 13F-HR Timeline Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 2,338 $236K <0.01% 0 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 2,312 $233K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 2,273 $229K <0.01% 0 13F-HR Timeline SILVER OAK WEALTH ADVISORS SERVICES, LLC More: the full row for SILVER OAK WEALTH ADVISORS SERVICES, LLC 2,255 $227K 0.15% 0 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 2,228 $225K 0.01% 0 13F-HR Timeline Texas Yale Capital Corp. More: the full row for Texas Yale Capital Corp. 2,200 $222K 0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,136 $215K <0.01% 0 13F-HR Timeline Group FMR LLC in group FMR LLC More: the full row for FMR LLC 2,133 $215K <0.01% +664 13F-HR Timeline Group JMG Financial Group, Ltd. More: the full row for JMG Financial Group, Ltd. 2,086 $210K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 2,060 $208K 0.01% new 13F-HR Timeline SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP 2,047 $206K <0.01% new 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 2,044 $206K 0.15% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,931 $195K <0.01% +465 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,504 $152K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,454 $147K 0.05% +1,071 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 1,358 $137K 0.01% -561 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 1,201 $121K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,150 $117K 0.01% 0 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,141 $115K 0.01% 0 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,129 $114K <0.01% new 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 1,060 $107K 0.03% -265 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $101K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 956 $96.4K <0.01% -20 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 892 $89.9K <0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 888 $89.5K <0.01% 0 13F-HR Timeline TEACHERS INSURANCE & ANNUITY ASSOCIATIO… in group TIAA More: the full row for TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 791 $79.7K 0.1% 0 13F-HR Timeline Group Founders Capital Management More: the full row for Founders Capital Management 770 $77.6K 0.04% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 756 $76.2K <0.01% -89 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 731 $73.7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 722 $72.8K 0.02% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 707 $71.2K 0.05% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 600 $60.5K 0.02% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 600 $60.5K 0.05% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 593 $59.8K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 578 $58.2K 0.02% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 450 $45.3K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 448 $45.1K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 444 $44.7K 0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 435 $43.8K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 405 $40.8K <0.01% -5,610 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 396 $39.9K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 387 $39K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 328 $33.1K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 325 $32.8K 0.03% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 209 $21.1K <0.01% +199 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 208 $21K <0.01% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 200 $20K <0.01% -238 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 198 $20K <0.01% -1,777 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 178 $17.9K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 168 $16.9K <0.01% -100 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 166 $16.7K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 138 $13.9K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 130 $13.1K <0.01% 0 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 100 $10.1K <0.01% 0 13F-HR Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 87 $8.78K <0.01% +25 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 19 $1.92K <0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 14 $1.41K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 13 $1.31K <0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 1,735 $1.01K <0.01% +1,725 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 8 $806 <0.01% 0 13F-HR Timeline