Stablepoint Partners, LLC More: the full row for Stablepoint Partners, LLC 21,110 $379K 0.06% +500 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 20,699 $372K 0.09% +2 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 20,683 $371K 0.13% new 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 20,173 $362K 0.01% -5,151 13F-HR Timeline CORNERSTONE ADVISORS ASSET MANAGEMENT, … More: the full row for CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC 20,000 $359K 0.06% +5,000 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 19,296 $347K 0.04% +7,600 13F-HR Timeline VestGen Advisors, LLC More: the full row for VestGen Advisors, LLC 19,100 $343K 0.01% +1,500 13F-HR Timeline CFM WEALTH PARTNERS LLC More: the full row for CFM WEALTH PARTNERS LLC 19,051 $342K 0.05% 0 13F-HR Timeline Samalin Investment Counsel, LLC More: the full row for Samalin Investment Counsel, LLC 18,779 $337K 0.12% +419 13F-HR Timeline Avantax Planning Partners, Inc. More: the full row for Avantax Planning Partners, Inc. 18,700 $336K 0.01% 0 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 18,618 $334K <0.01% +190 13F-HR Timeline Group ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 18,300 $329K 0.19% 0 13F-HR Timeline DOLIVER ADVISORS, LP More: the full row for DOLIVER ADVISORS, LP 17,948 $322K 0.08% -2,630 13F-HR Timeline NAPLES GLOBAL ADVISORS, LLC More: the full row for NAPLES GLOBAL ADVISORS, LLC 17,900 $321K 0.02% +3,300 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 17,600 $316K 0.02% 0 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 17,559 $315K 0.04% -129 13F-HR Timeline Creekside Partners More: the full row for Creekside Partners 17,500 $314K 0.13% 0 13F-HR Timeline Morgan Creek Capital Management, LLC More: the full row for Morgan Creek Capital Management, LLC 17,642 $310K 0.08% 13F-HR Timeline R.H. Dinel Investment Counsel, Inc. More: the full row for R.H. Dinel Investment Counsel, Inc. 17,000 $305K 0.22% 0 13F-HR Timeline Argyle Capital Partners, LLC More: the full row for Argyle Capital Partners, LLC 17,000 $305K 0.22% -5,000 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 16,951 $304K <0.01% +414 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 16,853 $303K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 16,453 $295K 0.01% -2,647 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 16,242 $292K 0.01% +13,660 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 16,079 $289K 0.18% -151,339 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 16,055 $288K <0.01% new 13F-HR Timeline CLIFFORD SWAN INVESTMENT COUNSEL LLC More: the full row for CLIFFORD SWAN INVESTMENT COUNSEL LLC 16,015 $288K 0.01% 0 13F-HR Timeline Arkfeld Wealth Strategies, L.L.C. More: the full row for Arkfeld Wealth Strategies, L.L.C. 15,968 $288K 0.1% 0 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 15,982 $287K <0.01% -994 13F-HR Timeline Claris Financial LLC More: the full row for Claris Financial LLC 15,591 $280K 0.15% 0 13F-HR Timeline Chancellor Financial Group WB LP More: the full row for Chancellor Financial Group WB LP 15,457 $278K 0.19% +3,000 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 16,222 $277K <0.01% 0 13F-HR Timeline Group FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 15,268 $274K 0.02% 0 13F-HR Timeline Prasad Wealth Partners, LLC More: the full row for Prasad Wealth Partners, LLC 15,161 $272K 0.07% +252 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 15,100 $271K <0.01% 0 13F-HR Timeline Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 15,077 $271K 0.03% -1,306 13F-HR Timeline Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 14,847 $267K 0.02% +413 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 14,790 $266K <0.01% +4,325 13F-HR Timeline Group Arista Wealth Management, LLC More: the full row for Arista Wealth Management, LLC 14,600 $262K 0.03% +3,000 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 14,455 $260K <0.01% +1 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 14,267 $256K 0.05% 0 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 14,194 $255K <0.01% 0 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 14,162 $254K 0.06% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 14,068 $253K <0.01% +1,000 13F-HR Timeline Group KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 13,905 $250K <0.01% 0 13F-HR Timeline Naviter Wealth, LLC More: the full row for Naviter Wealth, LLC 13,858 $249K 0.03% new 13F-HR Timeline MATTERN CAPITAL MANAGEMENT, LLC More: the full row for MATTERN CAPITAL MANAGEMENT, LLC 13,602 $244K 0.03% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 12,984 $233K <0.01% new 13F-HR Timeline Group IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 12,938 $232K <0.01% -12,013 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 12,625 $227K 0.01% new 13F-HR/A Timeline KWB Wealth More: the full row for KWB Wealth 12,547 $225K 0.02% 0 13F-HR Timeline VIEWPOINT INVESTMENT PARTNERS CORP More: the full row for VIEWPOINT INVESTMENT PARTNERS CORP 12,400 $223K 0.11% new 13F-HR Timeline BANK OF STOCKTON More: the full row for BANK OF STOCKTON 12,363 $222K 0.06% 0 13F-HR Timeline Prossimo Advisors, LLC More: the full row for Prossimo Advisors, LLC 12,343 $222K 1.43% 0 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 12,310 $221K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 12,189 $220K <0.01% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 12,250 $220K 0.07% new 13F-HR Timeline SENTINEL WEALTH MANAGEMENT, INC. More: the full row for SENTINEL WEALTH MANAGEMENT, INC. 12,206 $219K 0.18% 0 13F-HR Timeline Providence Financial Advisors, LLC More: the full row for Providence Financial Advisors, LLC 12,058 $217K 0.22% -147 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 12,033 $216K 0.13% 0 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 12,000 $216K <0.01% -300 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 11,918 $214K 0.03% 0 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 11,653 $209K 0.02% new 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 11,587 $208K 0.02% -90 13F-HR Timeline Archford Capital Strategies, LLC More: the full row for Archford Capital Strategies, LLC 11,574 $208K 0.02% 0 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 11,498 $207K 0.02% -26,329 13F-HR Timeline WealthTrust Axiom LLC More: the full row for WealthTrust Axiom LLC 11,300 $203K 0.05% -500 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 11,295 $203K <0.01% 0 13F-HR Timeline Group First National Trust Co More: the full row for First National Trust Co 11,038 $198K 0.01% 0 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 10,953 $197K 0.01% +121 13F-HR Timeline LYELL WEALTH MANAGEMENT, LP More: the full row for LYELL WEALTH MANAGEMENT, LP 10,900 $196K 0.01% -3,000 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 10,800 $194K 0.06% 0 13F-HR Timeline Cannell & Spears LLC More: the full row for Cannell & Spears LLC 10,700 $192K <0.01% 0 13F-HR Timeline Beverly Hills Private Wealth, LLC More: the full row for Beverly Hills Private Wealth, LLC 10,434 $187K 0.03% 0 13F-HR/A Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 10,434 $187K <0.01% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,338 $186K <0.01% 0 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 10,300 $185K 0.01% +16 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 10,184 $183K 0.02% +9,574 13F-HR Timeline BROWN ADVISORY INC in group BROWN ADVISORY INC More: the full row for BROWN ADVISORY INC 10,057 $181K <0.01% -4,700 13F-HR Timeline Group Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 10,000 $180K 0.14% +4,000 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 10,000 $180K 0.04% new 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 10,000 $180K 0.12% new 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 9,963 $179K <0.01% +442 13F-HR Timeline Group Physician Wealth Advisors, Inc. 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More: the full row for CALDWELL SUTTER CAPITAL, INC. 9,598 $172K 0.07% +180 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 9,399 $169K 0.03% 0 13F-HR Timeline Virtus Investment Advisers, LLC in group Virtus Investment Advisers, L… More: the full row for Virtus Investment Advisers, LLC 9,207 $165K 0.04% -1,022 13F-HR Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 9,031 $162K <0.01% +135 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 8,219 $148K 0.01% new 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 8,000 $144K 0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8,000 $144K 0.03% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,802 $140K 0.02% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,577 $136K <0.01% +2,200 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 7,404 $133K 0.05% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 7,050 $127K <0.01% 0 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 6,618 $119K <0.01% +1,472 13F-HR Timeline Pinnacle Holdings, LLC More: the full row for Pinnacle Holdings, LLC 5,560 $99.9K 0.03% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 5,255 $94.4K 0.05% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 5,111 $91.8K <0.01% +3,213 13F-HR/A Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 4,690 $84.1K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 4,552 $81.7K 0.02% 0 13F-HR Timeline Frankly Finances, LLC More: the full row for Frankly Finances, LLC 4,400 $79K 0.07% 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,232 $76K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,068 $73.1K <0.01% +3,149 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 3,540 $69.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 3,400 $61.1K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 3,300 $59.3K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,275 $58.8K <0.01% -615 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,210 $57.6K <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,152 $56.6K <0.01% -93 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 3,146 $56.5K <0.01% 0 13F-HR Timeline Group Community Bank, N.A. More: the full row for Community Bank, N.A. 3,000 $53.9K 0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 2,550 $45.8K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,500 $44.9K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,357 $42.3K 0.02% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 2,304 $41.4K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 2,263 $40.6K 0.01% +655 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 2,232 $40.1K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 2,221 $39.9K <0.01% -2,035 13F-HR Timeline Group Caldwell Trust Co More: the full row for Caldwell Trust Co 2,205 $39.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 2,200 $39.5K <0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,053 $36.9K 0.01% +45 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 2,000 $35.9K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,000 $35.9K <0.01% 0 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 1,982 $35.6K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,700 $30.5K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,643 $29.5K 0.01% 0 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1,423 $25.6K 0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,395 $25.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,350 $24.2K <0.01% -826 13F-HR Timeline CX Institutional More: the full row for CX Institutional 1,200 $22K <0.01% new 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) 1,147 $20.6K <0.01% -13,318 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,021 $18.3K <0.01% 0 13F-HR Timeline Security National Bank More: the full row for Security National Bank 1,000 $18K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1,000 $18K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 971 $17.4K <0.01% +202 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 847 $15.2K 0.01% +19 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 841 $15.1K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 750 $13.5K <0.01% 0 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 730 $13.1K <0.01% 0 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 722 $13K <0.01% -300 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 700 $12.6K <0.01% +100 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 650 $11.7K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 600 $10.8K <0.01% 0 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 500 $8.98K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 500 $8.98K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 500 $8.98K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 500 $8.98K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 450 $8.73K <0.01% new 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 500 $8K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 400 $7.18K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 370 $6.64K 0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 305 $5.48K <0.01% 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 300 $5.39K <0.01% 0 13F-HR Timeline Group TD Waterhouse Canada Inc. 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More: the full row for HARBOUR INVESTMENTS, INC. 291 $5.23K <0.01% -27,798 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 275 $4.94K <0.01% 0 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 240 $4.31K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 235 $4.22K <0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 217 $3.91K <0.01% new 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 195 $3.51K <0.01% +4 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 132 $2.37K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 109 $1.96K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 109 $1.96K <0.01% 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 100 $1.8K <0.01% -2,000 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $1.8K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 28 $503 <0.01% new 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 17 $305 <0.01% 0 13F-HR Timeline Group Mountain Hill Investment Partners Corp. 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