Atlas Wealth LLC More: the full row for Atlas Wealth LLC 433,444 $6.17M 0.88% new 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 431,605 $6.14M <0.01% +1,411 13F-HR Timeline Group Matisse Capital More: the full row for Matisse Capital 291,000 $4.14M 1.66% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 193,110 $2.75M <0.01% +188,708 13F-HR Timeline Group 1607 Capital Partners, LLC More: the full row for 1607 Capital Partners, LLC 183,419 $2.61M 0.23% +5,000 13F-HR Timeline Shaker Financial Services, LLC More: the full row for Shaker Financial Services, LLC 182,508 $2.6M 0.81% -13,523 13F-HR Timeline PRIVATE MANAGEMENT GROUP INC More: the full row for PRIVATE MANAGEMENT GROUP INC 163,128 $2.32M 0.06% -4,877 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 119,454 $1.7M 0.21% +13,073 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 101,658 $1.45M <0.01% +12,525 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 86,921 $1.24M 0.01% +194 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 49,014 $697K 0.02% -807 13F-HR Timeline Beckerman Institutional, LLC More: the full row for Beckerman Institutional, LLC 43,001 $612K 0.29% +20,148 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 41,435 $590K <0.01% +2,000 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 38,517 $548K 0.01% +31,146 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 37,110 $528K 0.02% 0 13F-HR Timeline Tidal Investments LLC in group Tidal Investments LLC More: the full row for Tidal Investments LLC 30,535 $435K <0.01% +1,539 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 26,174 $372K 0.02% new 13F-HR Timeline Group RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 24,223 $345K <0.01% -648 13F-HR Timeline Group D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 21,827 $311K <0.01% 0 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 20,391 $290K 0.1% 0 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,218 $245K <0.01% +1,536 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 13,520 $192K <0.01% 0 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 12,322 $175K <0.01% -227 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 11,761 $167K <0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 5,275 $75.1K <0.01% -1,107 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,100 $29.9K <0.01% 0 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,873 $26.7K <0.01% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,414 $20K <0.01% new 13F-HR Timeline Group BFSG, LLC More: the full row for BFSG, LLC 600 $8.54K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 351 $5K <0.01% +71 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 210 $2.99K <0.01% new 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 191 $2.71K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 171 $2.43K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 138 $1.96K <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 100 $1.42K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 9 $128 <0.01% 0 13F-HR Timeline