Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 83 $43.6K <0.01% -97 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 81 $43K <0.01% -10 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 81 $42.8K 0.01% +31 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 81 $42.5K <0.01% +19 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 80 $42K 0.03% +60 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 78 $40.8K +14 Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 75 $39.4K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 73 $38.3K 0.01% -4 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 73 $38.3K 0.04% 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 70 $36.8K <0.01% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 65 $34.1K <0.01% -20 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 65 $34.1K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 61 $32.1K <0.01% -14 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 60 $31.5K <0.01% -1 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 60 $31.5K 0.01% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 59 $31K <0.01% new 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 59 $31K 0.01% +18 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 57 $30K 0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 54 $28.4K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 53 $27.8K <0.01% +7 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 52 $27.3K 0.04% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 51 $26.8K <0.01% +50 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 37 $26.4K <0.01% +7 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 50 $26.2K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $26.2K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 50 $26.2K 0.02% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 50 $26.2K 0.03% 0 13F-HR/A Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 47 $24.7K 0.01% +36 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 46 $24.1K <0.01% 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 45 $23.6K <0.01% -7 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 45 $23.5K 0.01% +9 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 43 $22.6K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 43 $22.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 43 $22.6K <0.01% +10 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 42 $22.1K <0.01% +26 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 40 $21.4K <0.01% +27 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 40 $21K <0.01% -35 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 40 $21K 0.02% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 40 $21K 0.06% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 40 $21K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 39 $20.5K 0.01% -7 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 36 $18.9K 0.01% -4 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 35 $18.4K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 33 $17.4K 0.01% -3 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 32 $16.8K <0.01% -5 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 32 $16.8K <0.01% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 32 $16.8K <0.01% -1,371 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 31 $16.3K <0.01% -3 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 30 $15.8K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 30 $15.8K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 30 $15.8K <0.01% +25 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 30 $15.8K 0.01% +6 13F-HR Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 30 $15.8K 0.02% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 29 $15.2K 0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 28 $14.7K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 28 $14.7K <0.01% -15 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 27 $14.2K <0.01% +1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 27 $14.2K 0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 26 $13.7K 0.01% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 25 $13.1K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 25 $13.1K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 24 $12.6K <0.01% -50 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 23 $12.1K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 22 $11.6K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 22 $11.6K 0.01% -1 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $11.6K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 21 $11K <0.01% -19 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 20 $10.5K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 20 $10.5K <0.01% -14 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 20 $10.5K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 20 $10.5K <0.01% -6 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $9.97K 0.01% +7 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 19 $9.97K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 18 $9.45K <0.01% -5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 18 $9.45K <0.01% -36 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 18 $9.45K 0.01% +6 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 17 $8.95K <0.01% new 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 17 $8.93K <0.01% -14 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 16 $8.4K <0.01% -5 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 16 $8.4K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 14 $7.98K <0.01% +4 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15 $7.88K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 14 $7.37K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 14 $7.35K <0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 14 $7.35K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 14 $7K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 13 $6.83K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 12 $6.57K <0.01% +9 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $6.3K <0.01% -17 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 13 $6K <0.01% +4 13F-HR/A Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 11 $5.78K <0.01% +7 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10 $5.25K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 10 $5.25K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 10 $5.21K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 10 $5K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 9 $4.73K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 9 $4.72K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 9 $4.72K <0.01% +3 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 9 $4.72K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 8 $4.2K <0.01% new 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 8 $4.2K <0.01% -4 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8 $4.2K <0.01% new 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 8 $4.2K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 7 $3.68K <0.01% 0 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 7 $3.67K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 7 $3.67K <0.01% 0 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 7 $3.67K <0.01% -9 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 7 $3.67K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 7 $3.67K <0.01% -5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $3.67K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 7 $3.67K <0.01% +4 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 5 $3.56K <0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 6 $3.15K <0.01% -80 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 6 $3.15K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 6 $3.15K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 6 $3.15K <0.01% -20 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6 $3.15K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 5 $2.77K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 5 $2.63K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $2.62K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 5 $2.62K <0.01% -5 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 5 $2.62K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $2.16K <0.01% -4 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 4 $2.11K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 4 $2.1K <0.01% -5 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4 $2.1K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $2.1K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4 $2.1K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 4 $2.1K <0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 4 $2.1K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 4 $2.1K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 4 $2.1K <0.01% -3 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 4 $2.1K <0.01% -16 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 4 $2.1K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 4 $2.1K <0.01% +3 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 4 $2.1K <0.01% -4 13F-HR Timeline Group EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 4 $2.1K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 3 $1.57K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 3 $1.57K <0.01% -1 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 3 $1.57K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 3 $1.57K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 3 $1.57K 0.08% +1 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 3 $1.57K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3 $1.57K <0.01% -21 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3 $1.57K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3 $1.57K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $1.57K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $1.57K <0.01% +2 13F-HR Timeline Concord Wealth Partners group of 2 filers holding More: the full row for Concord Wealth Partners 2 $1.05K -4,258 Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 2 $1.05K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $1.05K <0.01% new 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 2 $1.05K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 2 $1.05K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 2 $1.05K <0.01% -1,695 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 2 $1.05K <0.01% -7 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2 $1.05K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 2 $1.05K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $1.05K <0.01% +1 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2 $1.05K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $1.05K <0.01% -1 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 2 $1.05K <0.01% -2 13F-HR Timeline TOBAM More: the full row for TOBAM 2 $1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 1 $1K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 1 $555 <0.01% -3 13F-HR Timeline MOTCO More: the full row for MOTCO 1 $545 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $535 <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 1 $526 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 1 $525 <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 1 $525 <0.01% -1 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 1 $525 <0.01% new 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 1 $525 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 1 $525 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1 $315 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.