Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 889 $213K 0.1% +7 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 883 $211K 0.07% +1 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 878 $210K 0.08% +29 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 878 $210K 0.03% +12 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 876 $210K 0.01% 0 13F-HR Timeline WORLD EQUITY GROUP, INC. 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A. 307 $73.5K 0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 303 $72.5K 0.12% -11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 301 $72.1K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 300 $72K 0.02% 0 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 300 $71.8K 0.02% new 13F-HR/A Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 300 $71.8K 0.04% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 290 $69.4K 0.01% -35 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 288 $68.9K <0.01% -81 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 286 $68.5K 0.01% +23 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 280 $66.6K 0.05% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 276 $66K <0.01% new 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 276 $66K 0.02% -40 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 268 $64.2K 0.01% -793 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 250 $59.8K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. 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Advisory Services LLC 111 $26.6K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 111 $26.6K 0.02% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 112 $26K 0.01% -5 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 106 $25.4K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 106 $25.4K 0.01% -265 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 105 $25.1K 0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 104 $24.9K <0.01% +37 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 104 $24.9K 0.01% +59 13F-HR Timeline Group Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 103 $24.7K 0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 103 $24.6K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. 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