Somerset Trust Co More: the full row for Somerset Trust Co 3,245 $246K 0.08% new 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 3,219 $244K 0.04% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 3,088 $234K 0.01% +807 13F-HR Timeline Impact Partnership Wealth, LLC More: the full row for Impact Partnership Wealth, LLC 3,039 $230K 0.03% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,039 $230K <0.01% new 13F-HR Timeline SCHRODER INVESTMENT MANAGEMENT GROUP More: the full row for SCHRODER INVESTMENT MANAGEMENT GROUP 3,033 $227K <0.01% -2,672 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,990 $226K 0.02% +1,865 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 2,948 $225K <0.01% new 13F-HR Timeline Portfolio Design Labs, LLC More: the full row for Portfolio Design Labs, LLC 2,966 $224K 0.04% new 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,908 $220K <0.01% -87 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 2,831 $214K 0.02% new 13F-HR Timeline Longboard Asset Management, LP More: the full row for Longboard Asset Management, LP 2,803 $212K 3.66% new 13F-HR Timeline Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 2,799 $212K 0.01% new 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 2,768 $209K 0.05% new 13F-HR Timeline IEQ CAPITAL, LLC More: the full row for IEQ CAPITAL, LLC 2,734 $207K <0.01% -6,272 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 2,656 $207K 0.01% new 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 2,706 $205K 0.01% -365 13F-HR Timeline MASTERINVEST Kapitalanlage GmbH More: the full row for MASTERINVEST Kapitalanlage GmbH 2,704 $205K 0.02% new 13F-HR Timeline GSA CAPITAL PARTNERS LLP More: the full row for GSA CAPITAL PARTNERS LLP 2,676 $202K 0.01% new 13F-HR Timeline GF FUND MANAGEMENT CO. LTD. More: the full row for GF FUND MANAGEMENT CO. LTD. 2,608 $197K <0.01% -250 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,274 $173K <0.01% -2,509 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,286 $173K <0.01% +307 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 2,166 $164K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,106 $160K <0.01% -105 13F-HR Timeline Tema ETFs LLC More: the full row for Tema ETFs LLC 2,039 $154K 0.01% +7 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 1,969 $149K <0.01% -236 13F-HR Timeline Group EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,814 $137K <0.01% +289 13F-HR Timeline AEW CAPITAL MANAGEMENT L P in group AEW CAPITAL MANAGEMENT L P More: the full row for AEW CAPITAL MANAGEMENT L P 1,797 $136K 0.01% +197 13F-HR Timeline Group BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 1,777 $134K <0.01% +867 13F-HR Timeline Group SUN LIFE FINANCIAL INC in group SUN LIFE FINANCIAL INC More: the full row for SUN LIFE FINANCIAL INC 1,773 $134K 0.01% new 13F-HR Timeline Group PROATHLETE WEALTH MANAGEMENT LLC More: the full row for PROATHLETE WEALTH MANAGEMENT LLC 1,755 $133K 0.04% +19 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,485 $112K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 1,476 $112K <0.01% -79 13F-HR Timeline Group Canada Post Corp Registered Pension Plan More: the full row for Canada Post Corp Registered Pension Plan 1,400 $106K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,259 $95.3K 0.01% -6 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,174 $88.8K <0.01% +560 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,146 $86.7K 0.1% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1,050 $79.4K 0.02% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1,000 $76.4K 0.02% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 995 $75.3K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 992 $75.1K 0.03% -505 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 911 $68K <0.01% +27 13F-HR Timeline Group Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 883 $67K <0.01% new 13F-HR Timeline Group LOS ANGELES CAPITAL MANAGEMENT LLC More: the full row for LOS ANGELES CAPITAL MANAGEMENT LLC 845 $63.9K <0.01% new 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 834 $63K <0.01% -173 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 827 $62.6K <0.01% +14 13F-HR/A Timeline Group Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 808 $61.1K <0.01% +8 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 715 $54.1K <0.01% +47 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 691 $52.3K 0.01% -31 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 685 $51.8K <0.01% +114 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 613 $46K <0.01% +173 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 600 $45.4K 0.02% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. State of Wyoming More: the full row for State of Wyoming 598 $45.2K 0.01% -20 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 563 $43K 0.02% +10 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 526 $39.8K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 520 $39.3K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 491 $37K 0.03% -389 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 452 $34.4K 0.02% -26 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 451 $34.1K <0.01% +40 13F-HR Timeline Group Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 449 $34K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 447 $33.8K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 434 $32.8K <0.01% -343 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 416 $31.5K <0.01% -163 13F-HR Timeline Group MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 391 $29.6K <0.01% new 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 372 $28.4K 0.02% 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 374 $28.3K <0.01% 0 13F-HR Timeline Group COHEN & STEERS, INC. in group COHEN & STEERS, INC. More: the full row for COHEN & STEERS, INC. 359 $27K <0.01% -13,091 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 350 $26.5K <0.01% 0 13F-HR Timeline Group Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 337 $25.5K 0.01% -56 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 333 $25.2K <0.01% -239 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 329 $24.9K <0.01% -587 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 319 $24.1K <0.01% -34 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 315 $24K <0.01% -96 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 304 $23K <0.01% +267 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 290 $21.9K <0.01% +39 13F-HR/A Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 254 $19.2K 0.01% -49 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 230 $17.4K <0.01% +32 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 228 $17.2K <0.01% +108 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 219 $16.6K <0.01% +9 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 207 $15.7K 0.01% +22 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 204 $15.4K <0.01% -116 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 201 $15.2K 0.01% -84 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 200 $15.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 176 $13.3K <0.01% -14 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 171 $12.9K <0.01% -62 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 160 $12.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 156 $11.8K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 153 $11.6K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 133 $10.1K 0.01% +9 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 127 $9.61K <0.01% 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 124 $9.29K <0.01% new 13F-HR Timeline Group Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 121 $9.15K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 119 $9K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 119 $9K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 117 $8.85K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 117 $8.85K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 113 $8.55K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 111 $8.4K <0.01% 0 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 109 $8.25K <0.01% -57 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 105 $8.05K <0.01% -20 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 101 $7.65K <0.01% +100 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 98 $7.42K <0.01% +4 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 87 $7K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 89 $6.73K <0.01% +70 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 79 $6K <0.01% +12 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 79 $5.98K <0.01% new 13F-HR/A Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 76 $5.81K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 75 $5.67K <0.01% -27 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 75 $5.67K <0.01% +11 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 73 $5.52K <0.01% new 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 70 $5.3K <0.01% 0 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 69 $5.22K 0 Timeline MidFirst Bank More: the full row for MidFirst Bank 64 $4.84K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 61 $4.67K <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 57 $4.31K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 56 $4.24K <0.01% -94 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 54 $4.09K <0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 52 $3.94K <0.01% -57 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 50 $3.93K <0.01% +5 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 46 $3.48K <0.01% 0 13F-HR Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 43 $3.22K <0.01% +30 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 42 $3.14K <0.01% +33 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 39 $2.98K <0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 38 $2.88K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $2.8K <0.01% +32 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 34 $2.6K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 32 $2.46K <0.01% -39 13F-HR Timeline MOTCO More: the full row for MOTCO 31 $2.35K <0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 29 $2.19K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 28 $2.12K <0.01% +7 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 27 $2.04K <0.01% -217 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 27 $2.04K <0.01% -17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 32 $2K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $1.97K <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 26 $1.97K <0.01% +11 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 26 $1.97K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $1.89K <0.01% -3 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 24 $1.88K <0.01% -1 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 23 $1.75K <0.01% +17 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 23 $1.74K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 20 $1.51K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $1.36K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16 $1.21K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 15 $1.14K <0.01% +13 13F-HR Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 15 $1.14K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 15 $1.14K <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 14 $1.06K <0.01% +3 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 14 $1.06K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 14 $1.06K <0.01% -2 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13 $989 <0.01% +4 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 13 $983 <0.01% new 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 12 $908 <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $757 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10 $757 <0.01% +2 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 9 $681 <0.01% 0 13F-HR/A Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 8 $630 <0.01% +6 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 6 $487 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 6 $454 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 5 $379 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $227 <0.01% 0 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 3 $227 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 3 $227 <0.01% +2 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 3 $227 <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 2 $181 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $76 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $76 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $76 <0.01% 0 13F-HR Timeline