TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 2,828 $234K 0.01% +121 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 2,827 $234K 0.01% 0 13F-HR Timeline Centurion Wealth Management LLC More: the full row for Centurion Wealth Management LLC 2,825 $234K 0.05% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 2,819 $233K 0.16% 0 13F-HR Timeline MARKET STREET WEALTH MANAGEMENT ADVISOR… More: the full row for MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 2,813 $233K 0.04% +15 13F-HR Timeline Darrow Company, Inc. More: the full row for Darrow Company, Inc. 2,787 $231K 0.1% new 13F-HR Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 2,763 $229K 0.01% -4,125 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 2,744 $227K 0.04% +550 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,730 $226K 0.02% -840 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 2,713 $225K 0.16% new 13F-HR Timeline SimpliFi, Inc. More: the full row for SimpliFi, Inc. 2,668 $221K 0.09% +16 13F-HR Timeline ARKANSAS FINANCIAL GROUP, INC. More: the full row for ARKANSAS FINANCIAL GROUP, INC. 2,657 $220K 0.03% +100 13F-HR Timeline Trilogy Capital Inc. More: the full row for Trilogy Capital Inc. 2,650 $219K 0.01% -15,171 13F-HR Timeline MARINER INVESTMENT GROUP LLC More: the full row for MARINER INVESTMENT GROUP LLC 2,636 $218K 0.01% new 13F-HR Timeline Lewis Asset Management, LLC More: the full row for Lewis Asset Management, LLC 2,628 $218K 0.09% -252 13F-HR Timeline NORRIS PERNE & FRENCH LLP/MI More: the full row for NORRIS PERNE & FRENCH LLP/MI 2,615 $217K 0.01% +100 13F-HR Timeline Ergawealth Advisors, Inc. More: the full row for Ergawealth Advisors, Inc. 2,611 $216K 0.1% 0 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 2,578 $213K 0.02% -124 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,567 $213K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 2,561 $212K 0.04% -2,611 13F-HR Timeline Seelaus Asset Management LLC More: the full row for Seelaus Asset Management LLC 2,529 $209K 0.17% 0 13F-HR Timeline PETTYJOHN, WOOD & WHITE, INC More: the full row for PETTYJOHN, WOOD & WHITE, INC 2,525 $209K 0.03% 0 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 2,520 $209K 0.08% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 2,500 $207K 0.05% 0 13F-HR Timeline Sovran Advisors, LLC More: the full row for Sovran Advisors, LLC 2,493 $206K 0.02% +46 13F-HR Timeline INTERACTIVE FINANCIAL ADVISORS, INC. More: the full row for INTERACTIVE FINANCIAL ADVISORS, INC. 2,486 $206K 0.13% -1,488 13F-HR Timeline FIRST WILSHIRE SECURITIES MANAGEMENT INC More: the full row for FIRST WILSHIRE SECURITIES MANAGEMENT INC 2,486 $206K 0.05% -433 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2,479 $205K 0.15% 0 13F-HR Timeline D L CARLSON INVESTMENT GROUP INC More: the full row for D L CARLSON INVESTMENT GROUP INC 2,477 $205K 0.03% +28 13F-HR Timeline RENASANT BANK More: the full row for RENASANT BANK 2,473 $205K 0.14% -2,504 13F-HR Timeline Northwest Bancshares, Inc. More: the full row for Northwest Bancshares, Inc. 2,470 $205K 0.04% new 13F-HR Timeline Mandatum Life Insurance Co Ltd More: the full row for Mandatum Life Insurance Co Ltd 2,470 $205K 0.05% 0 13F-HR Timeline LAWOOD & CO More: the full row for LAWOOD & CO 2,470 $205K 0.19% 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 2,439 $202K 0.01% +301 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 2,433 $202K 0.05% 0 13F-HR Timeline ALLIUM FINANCIAL ADVISORS, LLC More: the full row for ALLIUM FINANCIAL ADVISORS, LLC 2,433 $202K 0.16% 0 13F-HR Timeline Probity Advisors, Inc. More: the full row for Probity Advisors, Inc. 2,432 $201K 0.03% -237 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 2,428 $201K 0.11% -51 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 2,418 $200K 0.1% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 2,392 $198K 0.01% +356 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2,314 $192K 0.02% 0 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 2,299 $190K 0.05% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 2,287 $189K 6.28% -46,990 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,236 $185K 0.07% +332 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 2,231 $185K 0.02% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 2,200 $182K 0.07% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 2,200 $182K 0.02% +201 13F-HR Timeline CNB Bank More: the full row for CNB Bank 2,138 $177K 0.07% +120 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 2,051 $170K 0.13% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 2,050 $170K 0.02% -50 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 2,040 $169K 0.01% -8,800 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 2,034 $168K 0.03% +25 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,987 $165K 0.09% +1,046 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,991 $165K 0.01% +664 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 1,985 $164K 0.08% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,937 $160K 0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,909 $158K 0.04% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,828 $151K 0.03% +22 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 1,773 $147K 0.1% -2 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 1,730 $143K 0.04% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 1,694 $140K 0.04% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 1,622 $134K 0.05% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 1,611 $133K 0.06% +17 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 1,595 $132K 0.08% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,469 $122K 0.05% +1,265 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,455 $121K 0.01% -1,248 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 1,422 $118K 0.04% +17 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 1,360 $113K <0.01% +738 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,335 $111K 0.01% +934 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,249 $103K 0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 1,200 $99.4K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 1,197 $99.1K 0.04% +15 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 1,153 $95.5K 0.05% -419 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 1,125 $93K 0.03% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1,116 $92.4K 0.05% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,100 $91.1K <0.01% 0 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,100 $91.1K 0.09% new 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 1,043 $86.4K <0.01% -219 13F-HR Timeline Group Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,023 $84.7K <0.01% +654 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 1,021 $84.6K 0.04% -6,903 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 1,019 $84.4K 0.07% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 908 $75.2K <0.01% 0 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 894 $74K 0.02% 0 13F-HR Timeline Wellington Grp LLC More: the full row for Wellington Grp LLC 880 $72.9K 0.02% 13F-HR/A Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 875 $72.5K 0.04% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 852 $70.6K 0.05% -19 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 847 $70.2K 0.02% +4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 800 $66.3K 0.01% +679 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 789 $65.4K +29 Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 784 $64.9K <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 782 $64.8K 0.02% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 765 $63.4K 0.01% 0 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 688 $57K 0.01% +602 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 673 $55.7K 0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 640 $53K <0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 615 $50.9K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 611 $50.6K 0.01% -125 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 600 $49.7K 0.03% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 600 $49.7K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 563 $46.2K 0.27% +524 13F-HR Timeline New Republic Capital, LLC More: the full row for New Republic Capital, LLC 546 $45.2K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 544 $45K 0.02% 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 532 $44.1K 0.01% new 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 500 $41.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 496 $41.1K 0.01% +176 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 491 $40.7K <0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 469 $38.8K 0.02% new 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 464 $38.4K 0.01% +86 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 439 $36.3K 0.03% -10 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 416 $34K <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 409 $33.9K <0.01% -88 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 400 $33.1K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 400 $33.1K <0.01% 0 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 400 $33K <0.01% new 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 395 $32.7K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 394 $32.6K 0.02% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 374 $31K <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 362 $30K 0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 356 $29.5K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 355 $29.4K 0.02% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 347 $28.7K 0.01% new 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 336 $27.8K 0.01% +4 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 335 $27.8K 0.01% +4 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 316 $26.2K <0.01% -361 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 300 $24.8K <0.01% new 13F-HR Timeline Armor Investment Advisors, LLC More: the full row for Armor Investment Advisors, LLC 267 $22.1K 0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 257 $21.3K <0.01% 0 13F-HR Timeline MidAtlantic Capital Management, Inc. More: the full row for MidAtlantic Capital Management, Inc. 248 $20.5K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 234 $19.4K 0.01% new 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 226 $19K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 212 $17.6K <0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 190 $15.7K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 188 $15.6K <0.01% 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 188 $15.6K <0.01% +8 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 111 $15.4K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 175 $14.5K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 172 $14.2K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 170 $14.1K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 170 $14.1K <0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 161 $13.3K <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 160 $13.3K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 135 $11K <0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 129 $10.7K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 123 $10.2K <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 120 $9.97K <0.01% -82 13F-HR Timeline Quarry LP More: the full row for Quarry LP 120 $9.94K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 118 $9.78K <0.01% -45 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 110 $9.11K <0.01% new 13F-HR Timeline Group IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 108 $8.92K 0.01% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 105 $8.7K 0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 100 $8.28K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 97 $8.03K 0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 95 $7.87K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 92 $7.58K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 86 $7.12K <0.01% -41 13F-HR Timeline City State Bank More: the full row for City State Bank 86 $7.12K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 85 $7.04K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 88 $7K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 82 $6.81K <0.01% +1 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 81 $6.71K <0.01% -38 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 75 $6.21K <0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 72 $5.97K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 69 $5.71K <0.01% 0 13F-HR Timeline Group Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 66 $5.47K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 65 $5.38K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 54 $4.47K <0.01% 0 13F-HR Timeline Group Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 52 $4.34K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 50 $4.14K <0.01% new 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 49 $4.03K <0.01% +1 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 44 $3.64K <0.01% 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 36 $2.98K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 25 $2.07K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 20 $2K <0.01% -4 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Hara Capital LLC More: the full row for Hara Capital LLC 20 $1.66K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 15 $1.24K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 14 $1.16K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 12 $1K <0.01% 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 11 $911 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 11 $911 <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 10 $828 <0.01% 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 8 $663 <0.01% new 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 8 $663 <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 5 $414 <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 5 $414 <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 4 $332 <0.01% -26 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $248 <0.01% -2 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $90 <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 1 $83 <0.01% -795 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1 $44 <0.01% -2 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.