MONEYWISE, INC. More: the full row for MONEYWISE, INC. 3,021 $266K 0.1% +2,005 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,014 $265K 0.12% +2,412 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,991 $263K 0.02% +2,393 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,990 $263K 0.16% +2,390 13F-HR Timeline Orin Green Financial, LLC More: the full row for Orin Green Financial, LLC 2,985 $262K 0.1% +2,388 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 2,960 $262K 0.01% +2,368 13F-HR Timeline Financial Advisors Network, Inc. More: the full row for Financial Advisors Network, Inc. 2,950 $259K 0.03% +2,360 13F-HR Timeline YARGER WEALTH STRATEGIES, LLC More: the full row for YARGER WEALTH STRATEGIES, LLC 2,909 $259K 0.09% +2,328 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 2,926 $257K <0.01% +327 13F-HR Timeline DOVER ADVISORS, LLC More: the full row for DOVER ADVISORS, LLC 615 $254K 0.1% -1,093 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,885 $254K 0.01% +2,635 13F-HR Timeline Group Markowski Investments More: the full row for Markowski Investments 2,873 $253K 0.06% 13F-HR Timeline Prosperity Financial Group, Inc. in group Prosperity Financial Group, I… More: the full row for Prosperity Financial Group, Inc. 2,867 $252K 0.08% +2,294 13F-HR Timeline Group Alchemi Wealth, LLC More: the full row for Alchemi Wealth, LLC 2,843 $250K 0.12% new 13F-HR Timeline Prospect Financial Services LLC More: the full row for Prospect Financial Services LLC 2,842 $250K 0.13% new 13F-HR Timeline Calamos Advisors LLC group of 2 filers holding More: the full row for Calamos Advisors LLC 2,800 $246K +1,530 Timeline Investors Research Corp More: the full row for Investors Research Corp 2,792 $245K 0.04% +2,320 13F-HR Timeline Swisher Financial Concepts, Inc. More: the full row for Swisher Financial Concepts, Inc. 2,792 $245K 0.15% +2,013 13F-HR Timeline ADVISORTRUST PARTNERS, LLC More: the full row for ADVISORTRUST PARTNERS, LLC 2,760 $243K 0.08% +2,208 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,745 $241K 0.05% +2,195 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 2,740 $241K <0.01% +2,192 13F-HR Timeline One Wealth Management Investment & Advi… More: the full row for One Wealth Management Investment & Advisory Services, LLC 2,705 $238K 0.25% +2,089 13F-HR Timeline Invesco Ltd. in group Invesco Ltd. More: the full row for Invesco Ltd. 2,702 $238K <0.01% +2,092 13F-HR Timeline Group Wedmont Private Capital More: the full row for Wedmont Private Capital 2,666 $237K 0.01% +2,133 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,695 $237K <0.01% new 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 2,690 $236K 0.02% new 13F-HR Timeline Confluence Wealth Services, Inc. More: the full row for Confluence Wealth Services, Inc. 2,683 $236K 0.01% new 13F-HR Timeline Faithward Advisors, LLC More: the full row for Faithward Advisors, LLC 2,674 $235K 0.03% new 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 1,477 $234K 0.17% +922 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2,660 $234K 0.03% new 13F-HR Timeline Group Valley Financial Group, Inc. More: the full row for Valley Financial Group, Inc. 2,640 $232K 0.11% new 13F-HR Timeline Great Point Wealth Advisors, LLC More: the full row for Great Point Wealth Advisors, LLC 2,635 $232K 0.04% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 2,625 $231K 0.02% +2,100 13F-HR Timeline Truepoint, Inc. More: the full row for Truepoint, Inc. 2,616 $230K <0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 2,691 $229K <0.01% +298 13F-HR Timeline OMNI 360 Wealth, Inc. More: the full row for OMNI 360 Wealth, Inc. 2,604 $229K 0.11% new 13F-HR Timeline Verdence Capital Advisors LLC More: the full row for Verdence Capital Advisors LLC 2,601 $229K 0.01% new 13F-HR Timeline Vigilare Wealth Management More: the full row for Vigilare Wealth Management 2,590 $228K 0.07% new 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 2,578 $227K <0.01% new 13F-HR Timeline Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 2,604 $226K 0.03% +7 13F-HR Timeline Teamwork Financial Advisors, LLC More: the full row for Teamwork Financial Advisors, LLC 2,562 $225K 0.02% +1,997 13F-HR Timeline Evansbrook LLC More: the full row for Evansbrook LLC 2,530 $222K 0.13% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 2,520 $222K 0.01% new 13F-HR Timeline Maple Capital Management, Inc. More: the full row for Maple Capital Management, Inc. 2,515 $221K 0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,475 $218K 0.01% +1,980 13F-HR Timeline Strategic Equity Management More: the full row for Strategic Equity Management 2,465 $217K 0.07% new 13F-HR Timeline Crestwood Advisors Group, LLC More: the full row for Crestwood Advisors Group, LLC 2,456 $216K <0.01% +1,866 13F-HR Timeline IFS Group,LLC More: the full row for IFS Group,LLC 2,450 $215K 0.3% +1,850 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,437 $214K 0.01% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 2,431 $214K 0.01% new 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 2,425 $213K 0.02% new 13F-HR Timeline KWMG, LLC More: the full row for KWMG, LLC 2,425 $213K 0.02% new 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 2,410 $212K 0.12% -10,880 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 2,400 $212K 0.03% new 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 2,395 $211K 0.1% new 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 2,392 $210K 0.15% new 13F-HR Timeline Buska Wealth Management, LLC More: the full row for Buska Wealth Management, LLC 2,382 $209K 0.08% new 13F-HR Timeline Premier Path Wealth Partners, LLC More: the full row for Premier Path Wealth Partners, LLC 2,360 $207K 0.02% new 13F-HR Timeline Valeo Financial Advisors, LLC More: the full row for Valeo Financial Advisors, LLC 2,346 $206K <0.01% new 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 2,329 $205K 0.15% new 13F-HR Timeline Connecticut Wealth Management, LLC More: the full row for Connecticut Wealth Management, LLC 2,325 $204K 0.01% +1,779 13F-HR Timeline Chesapeake Wealth Management More: the full row for Chesapeake Wealth Management 2,325 $204K 0.06% new 13F-HR Timeline Spectrum Investment Advisors, Inc. More: the full row for Spectrum Investment Advisors, Inc. 2,315 $204K 0.08% new 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 2,302 $202K 0.05% new 13F-HR Timeline LWM Advisory Services, LLC More: the full row for LWM Advisory Services, LLC 2,302 $202K 0.36% new 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 2,290 $201K 0.08% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 2,225 $196K 0.05% +1,780 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 2,135 $188K 0.01% +1,709 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 2,125 $187K 0.01% +1,700 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2,089 $184K 0.06% +1,559 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2,055 $181K 0.03% +1,644 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 1,995 $175K <0.01% +1,596 13F-HR Timeline Group GGM Financial LLC More: the full row for GGM Financial LLC 1,901 $167K 0.06% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 1,791 $157K 0.07% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,771 $156K <0.01% +1,417 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 1,735 $153K 0.05% +1,321 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 1,708 $150K 0.02% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,685 $148K 0.02% +1,348 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,655 $146K <0.01% -5,776 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,635 $144K 0.04% +1,304 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 1,595 $140K 0.01% -2,079 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 1,570 $138K 0.04% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,456 $128K <0.01% +1,148 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 1,454 $128K 0.02% +1,116 13F-HR Timeline Quantbot Technologies LP More: the full row for Quantbot Technologies LP 1,452 $128K 0.01% +1,276 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,450 $127K 0.01% +1,160 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,415 $124K <0.01% 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 1,415 $124K 0.02% +1,132 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,375 $121K <0.01% +1,100 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,375 $121K <0.01% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 1,350 $119K 0.06% +1,080 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,346 $118K 0.05% +1,059 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 1,314 $115K 0.02% +1,147 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 1,301 $114K 0.03% +1,087 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,250 $110K 0.08% +1,000 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,236 $109K 0.01% new 13F-HR Timeline Group Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 260 $107K 0.09% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 1,135 $99.8K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,105 $97.1K 0.04% +884 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,100 $96.7K <0.01% +895 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,100 $96.7K 0.01% +880 13F-HR Timeline Allianz SE in group Allianz SE More: the full row for Allianz SE 1,080 $94.9K <0.01% +864 13F-HR Timeline Group Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 1,045 $91.9K 0.01% new 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,017 $89.4K <0.01% +814 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 1,005 $88.3K 0.01% +804 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 1,000 $87.9K 0.01% +800 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 1,000 $87.9K 0.03% +800 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 1,000 $87.9K 0.01% +800 13F-HR Timeline Group AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 985 $86.6K <0.01% +788 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 960 $84.4K 0.01% +768 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 925 $81.3K 0.03% +740 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 885 $77.8K <0.01% +708 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 877 $77.1K 0.04% new 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 875 $76.9K 0.03% +700 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 861 $75.7K 0.01% +762 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 858 $75.5K <0.01% +686 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 855 $75.2K 0.01% +684 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 855 $74.5K 0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 840 $73.8K 0.02% +672 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 831 $73.1K 0.02% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 788 $68.7K 0.01% -3 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 750 $65.9K 0.01% +600 13F-HR/A Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 750 $65.9K 0.05% +600 13F-HR Timeline Wells Financial Advisors INC More: the full row for Wells Financial Advisors INC 680 $59.8K 0.55% -4,120 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 659 $58.8K 0.04% +529 13F-HR Timeline Rice Partnership, LLC More: the full row for Rice Partnership, LLC 646 $56.8K 0.01% +517 13F-HR Timeline CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 631 $55.4K <0.01% +505 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 629 $55.3K 0.02% +495 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 625 $54.9K 0.02% +500 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 605 $53.2K 0.03% +484 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 600 $52.7K 0.02% +480 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 600 $52.7K <0.01% +480 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 585 $51.4K 0.02% +468 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 540 $47.5K <0.01% +432 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 516 $45.4K 0.04% +410 13F-HR Timeline Anchor Bay Capital, Inc. More: the full row for Anchor Bay Capital, Inc. 500 $45.3K 0.02% 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 500 $44K <0.01% +400 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 495 $43.6K <0.01% +381 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 490 $43.1K 0.01% +373 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 484 $42.5K 0.03% +429 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 483 $42.4K <0.01% +387 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 480 $42.2K <0.01% +388 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 480 $42.2K 0.03% +384 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 451 $40K <0.01% +373 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VIMA LLC More: the full row for VIMA LLC 425 $37.4K 0.04% 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 410 $36K 0.03% 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 405 $35.6K 0.03% +324 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 400 $35.2K 0.01% +227 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 400 $35.1K <0.01% -225 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 395 $34.7K 0.01% +316 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 395 $34.7K 0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 385 $33.8K <0.01% +308 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 378 $33.2K 0.02% +303 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 365 $32.1K <0.01% +336 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 363 $31.9K 0.01% +291 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 350 $30.8K 0.01% +280 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 340 $29.9K 0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 334 $29.4K 0.01% +267 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 305 $26.8K 0.01% +244 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 300 $26.4K 0.01% +240 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 300 $26.4K 0.01% +240 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 284 $25K <0.01% +249 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 280 $24.6K <0.01% +224 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 280 $24.6K 0.01% +224 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 279 $24.1K <0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 260 $22.9K <0.01% +208 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 250 $22K <0.01% +200 13F-HR/A Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 250 $22K 0.01% +200 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 225 $19.8K 0.01% +180 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 217 $19K 0.01% +174 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 214 $18.8K 0.01% +171 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 200 $17.6K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 200 $17.6K <0.01% +160 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 180 $15.8K <0.01% 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 180 $15.8K 0.01% +144 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 165 $14.5K <0.01% +132 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 150 $13.2K <0.01% +120 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 150 $13.2K <0.01% +120 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 149 $13K <0.01% +120 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 145 $12.7K 0.01% +116 13F-HR Timeline Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 135 $11.9K <0.01% +112 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 133 $11.7K 0.01% new 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 130 $11.4K <0.01% 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 130 $11.4K <0.01% +104 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 90 $7.92K <0.01% +72 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 90 $7.91K <0.01% +67 13F-HR Timeline Kroeger Financial Partners More: the full row for Kroeger Financial Partners 85 $7.47K 0.01% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 80 $7.03K <0.01% +64 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 70 $6.15K <0.01% +56 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 70 $6.15K +4 Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 60 $5.29K <0.01% +48 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 60 $5.28K 0.02% +48 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 60 $5.28K <0.01% +48 13F-HR Timeline PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 55 $4.84K <0.01% +44 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 53 $4.62K <0.01% +42 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 50 $4.4K <0.01% +40 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 40 $4K <0.01% +32 13F-HR/A Timeline NVWM, LLC More: the full row for NVWM, LLC 45 $3.96K <0.01% +36 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 35 $3.08K <0.01% +28 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 30 $2.64K <0.01% +24 13F-HR Timeline