Third View Private Wealth, LLC More: the full row for Third View Private Wealth, LLC 4,028 $2.77M 0.34% +1,672 13F-HR Timeline Odyssey Capital Advisors, Inc. More: the full row for Odyssey Capital Advisors, Inc. 4,026 $2.77M 1.98% +227 13F-HR Timeline Solidarity Wealth, LLC More: the full row for Solidarity Wealth, LLC 4,022 $2.76M 0.48% +2,633 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 4,015 $2.76M 0.94% +25 13F-HR Timeline Seal Cove Capital, LLC More: the full row for Seal Cove Capital, LLC 4,006 $2.75M 2.11% -126 13F-HR Timeline Aviance Capital Partners, LLC More: the full row for Aviance Capital Partners, LLC 4,005 $2.75M 0.29% -198 13F-HR Timeline Aries Wealth Management More: the full row for Aries Wealth Management 3,978 $2.73M 0.54% +271 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 3,975 $2.73M 1.35% +10 13F-HR Timeline Linscomb Wealth, Inc. More: the full row for Linscomb Wealth, Inc. 3,969 $2.73M 0.12% -1,774 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 3,968 $2.73M 0.32% +35 13F-HR Timeline Burton Enright Welch More: the full row for Burton Enright Welch 3,967 $2.72M 0.32% +251 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 3,942 $2.71M 0.27% -3 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 3,940 $2.71M 0.83% +67 13F-HR Timeline Compton Wealth Advisory Group, LLC More: the full row for Compton Wealth Advisory Group, LLC 3,939 $2.7M 0.55% +67 13F-HR Timeline ALPHA CAPITAL ADVISORS INC /ADV More: the full row for ALPHA CAPITAL ADVISORS INC /ADV 3,931 $2.7M 2.33% +88 13F-HR Timeline Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 3,924 $2.7M 0.05% +271 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,921 $2.69M 0.5% +537 13F-HR/A Timeline Bragg Financial Advisors, Inc More: the full row for Bragg Financial Advisors, Inc 3,903 $2.68M 0.07% +110 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,903 $2.68M 0.38% -261 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 3,897 $2.68M 2.11% +138 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 3,895 $2.68M 0.2% +46 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 3,889 $2.67M 0.19% 0 13F-HR Timeline Compass Ion Advisors, LLC More: the full row for Compass Ion Advisors, LLC 3,881 $2.67M 0.23% +41 13F-HR Timeline Flatrock Wealth Partners LLC More: the full row for Flatrock Wealth Partners LLC 3,879 $2.66M 1.05% +625 13F-HR Timeline GREAT OAK CAPITAL PARTNERS, LLC More: the full row for GREAT OAK CAPITAL PARTNERS, LLC 3,867 $2.66M 0.58% -1 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,874 $2.66M 0.31% +40 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3,872 $2.66M 0.49% -99 13F-HR Timeline Boyce & Associates Wealth Consulting, I… More: the full row for Boyce & Associates Wealth Consulting, Inc. 3,872 $2.66M 1.84% +669 13F-HR Timeline PTM WEALTH MANAGEMENT, LLC More: the full row for PTM WEALTH MANAGEMENT, LLC 3,913 $2.66M 1.2% +27 13F-HR Timeline TRED AVON FAMILY WEALTH, LLC More: the full row for TRED AVON FAMILY WEALTH, LLC 3,860 $2.65M 0.81% -104 13F-HR Timeline SageGuard Financial Group, LLC More: the full row for SageGuard Financial Group, LLC 3,852 $2.65M 0.37% -667 13F-HR Timeline LFG Wealth Partners, LLC More: the full row for LFG Wealth Partners, LLC 3,849 $2.64M 1.24% +1,016 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,848 $2.64M 0.4% +353 13F-HR Timeline Integrity Advisory Solutions, LLC More: the full row for Integrity Advisory Solutions, LLC 3,845 $2.64M 0.27% +1,624 13F-HR Timeline INVESTMENT ADVISORY SERVICES INC /TX /A… More: the full row for INVESTMENT ADVISORY SERVICES INC /TX /ADV 3,843 $2.64M 0.76% +365 13F-HR Timeline KANE INVESTMENT MANAGEMENT, INC. 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More: the full row for ARRIEN INVESTMENTS, INC. 3,773 $2.59M 1.31% -202 13F-HR Timeline WIMMER ASSOCIATES 1, LLC More: the full row for WIMMER ASSOCIATES 1, LLC 3,770 $2.59M 1.17% +1,255 13F-HR Timeline ORRSTOWN FINANCIAL SERVICES INC More: the full row for ORRSTOWN FINANCIAL SERVICES INC 3,766 $2.59M 0.38% +4 13F-HR Timeline CHERRYDALE WEALTH MANAGEMENT, LLC More: the full row for CHERRYDALE WEALTH MANAGEMENT, LLC 3,761 $2.58M 0.68% +11 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 3,757 $2.58M 2% -213 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 3,825 $2.58M 0.03% +74 13F-HR Timeline ANCHOR CAPITAL ADVISORS LLC More: the full row for ANCHOR CAPITAL ADVISORS LLC 3,752 $2.58M 0.07% +88 13F-HR/A Timeline CDM FINANCIAL COUNSELING SERVICES, INC. More: the full row for CDM FINANCIAL COUNSELING SERVICES, INC. 3,747 $2.57M 2.22% -201 13F-HR Timeline TCP Asset Management, LLC More: the full row for TCP Asset Management, LLC 3,744 $2.57M 0.29% +104 13F-HR Timeline J HAGAN CAPITAL, INC. More: the full row for J HAGAN CAPITAL, INC. 3,741 $2.57M 1.19% +136 13F-HR Timeline Horizon Family Wealth, Inc. More: the full row for Horizon Family Wealth, Inc. 3,741 $2.57M 1.17% +835 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,736 $2.57M 0.27% +586 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 3,733 $2.56M 0.08% -151 13F-HR Timeline Group Provident Investment Management, Inc. More: the full row for Provident Investment Management, Inc. 3,731 $2.56M 0.25% +608 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,730 $2.56M 0.29% -3,074 13F-HR Timeline Slagle Financial, LLC More: the full row for Slagle Financial, LLC 3,727 $2.56M 0.77% -260 13F-HR Timeline Narus Financial Partners, LLC More: the full row for Narus Financial Partners, LLC 3,718 $2.55M 0.66% -674 13F-HR Timeline GUYASUTA INVESTMENT ADVISORS INC More: the full row for GUYASUTA INVESTMENT ADVISORS INC 3,716 $2.55M 0.13% +83 13F-HR Timeline SeaBridge Investment Advisors LLC More: the full row for SeaBridge Investment Advisors LLC 3,693 $2.54M 0.37% -735 13F-HR Timeline Trivium Point Advisory, LLC More: the full row for Trivium Point Advisory, LLC 3,691 $2.53M 0.23% +2,959 13F-HR Timeline Prudent Man Advisors, LLC More: the full row for Prudent Man Advisors, LLC 3,688 $2.53M 0.58% +2,231 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 3,687 $2.53M 1.33% -112 13F-HR Timeline Harfst & Associates, Inc. More: the full row for Harfst & Associates, Inc. 3,671 $2.52M 0.39% 0 13F-HR Timeline Tamar Securities, LLC More: the full row for Tamar Securities, LLC 3,670 $2.52M 0.24% -26 13F-HR Timeline MontVue Capital Management, Inc. More: the full row for MontVue Capital Management, Inc. 3,666 $2.52M 1.45% +215 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,632 $2.51M 0.8% +67 13F-HR Timeline SPINNAKER TRUST More: the full row for SPINNAKER TRUST 3,643 $2.5M 0.12% +15 13F-HR Timeline Ascent Advisors, LLC More: the full row for Ascent Advisors, LLC 3,650 $2.5M 2.89% +2,131 13F-HR Timeline Meridian Wealth Partners, LLC More: the full row for Meridian Wealth Partners, LLC 3,640 $2.5M 0.3% +74 13F-HR Timeline Coastal Bridge Advisors, LLC More: the full row for Coastal Bridge Advisors, LLC 3,636 $2.5M 0.15% -56 13F-HR Timeline CHANNEL WEALTH LLC More: the full row for CHANNEL WEALTH LLC 3,636 $2.5M 0.56% -586 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 3,628 $2.49M 0.15% 0 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 3,623 $2.49M 0.49% -2,243 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 3,622 $2.49M 1.09% +52 13F-HR Timeline My Personal CFO, LLC More: the full row for My Personal CFO, LLC 3,619 $2.49M 0.97% -4,999 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 3,613 $2.48M 0.36% -556 13F-HR Timeline Strathmore Capital Advisors, Inc. More: the full row for Strathmore Capital Advisors, Inc. 3,606 $2.48M 0.67% +74 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 3,606 $2.48M 1.76% +234 13F-HR Timeline HERBST GROUP, LLC More: the full row for HERBST GROUP, LLC 3,605 $2.48M 1.35% +444 13F-HR Timeline Schrum Private Wealth Management LLC More: the full row for Schrum Private Wealth Management LLC 4,640 $2.47M 2.54% -3,001 13F-HR Timeline Amicus Financial Advisors, LLC More: the full row for Amicus Financial Advisors, LLC 3,594 $2.47M 0.61% -34 13F-HR Timeline Fullerton Advisors, LLC More: the full row for Fullerton Advisors, LLC 3,594 $2.47M 2.31% +11 13F-HR Timeline Alaethes Wealth, LLC More: the full row for Alaethes Wealth, LLC 3,591 $2.47M 0.72% -77 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 3,583 $2.46M 0.37% +24 13F-HR Timeline SIMS INVESTMENT MANAGEMENT, LLC More: the full row for SIMS INVESTMENT MANAGEMENT, LLC 3,578 $2.46M 0.76% +30 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,577 $2.46M 1.11% +684 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 3,561 $2.45M 0.19% -42 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 3,539 $2.43M 2.11% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 3,532 $2.43M 0.24% -65 13F-HR Timeline First County Bank /CT/ More: the full row for First County Bank /CT/ 3,529 $2.42M 1.14% +65 13F-HR Timeline Goepper Burkhardt LLC More: the full row for Goepper Burkhardt LLC 3,527 $2.42M 0.73% +1,577 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 3,551 $2.42M 1.86% +197 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 3,515 $2.41M 0.32% +11 13F-HR Timeline Morey & Quinn Wealth Partners, LLC More: the full row for Morey & Quinn Wealth Partners, LLC 3,506 $2.41M 1.55% +243 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 3,494 $2.4M 1.05% +312 13F-HR Timeline Kesler, Norman & Wride, LLC More: the full row for Kesler, Norman & Wride, LLC 3,490 $2.4M 0.38% +193 13F-HR Timeline 17 CAPITAL PARTNERS, LLC More: the full row for 17 CAPITAL PARTNERS, LLC 3,483 $2.39M 1.09% +174 13F-HR Timeline CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 3,482 $2.39M 0.29% +293 13F-HR Timeline WASHBURN CAPITAL MANAGEMENT, INC. More: the full row for WASHBURN CAPITAL MANAGEMENT, INC. 3,479 $2.39M 1.18% -505 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 3,464 $2.38M 0.24% -2 13F-HR Timeline KILEY JUERGENS WEALTH MANAGEMENT, LLC More: the full row for KILEY JUERGENS WEALTH MANAGEMENT, LLC 3,464 $2.38M 0.37% +215 13F-HR Timeline Cutler Capital Management, LLC More: the full row for Cutler Capital Management, LLC 3,462 $2.38M 0.62% +285 13F-HR Timeline TLWM More: the full row for TLWM 3,460 $2.38M 0.39% +249 13F-HR Timeline Jackson Wealth Management, LLC More: the full row for Jackson Wealth Management, LLC 3,452 $2.37M 1.4% -61,076 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 5,659 $2.37M 1.58% new 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 3,440 $2.36M 0.66% -73 13F-HR Timeline MOGY JOEL R INVESTMENT COUNSEL INC More: the full row for MOGY JOEL R INVESTMENT COUNSEL INC 3,440 $2.36M 0.14% +167 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 3,437 $2.36M 0.91% -2 13F-HR Timeline Aspen Wealth Management LLC More: the full row for Aspen Wealth Management LLC 3,436 $2.36M 0.4% -25 13F-HR Timeline Calydon Capital More: the full row for Calydon Capital 3,435 $2.36M 0.35% +10 13F-HR Timeline Advocacy Wealth Management, LLC More: the full row for Advocacy Wealth Management, LLC 3,433 $2.36M 0.09% -227 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 3,422 $2.35M 0.02% -12,213 13F-HR Timeline Group Bestgate Wealth Advisors, LLC More: the full row for Bestgate Wealth Advisors, LLC 3,420 $2.35M 3.74% +432 13F-HR Timeline Geometric Wealth Advisors More: the full row for Geometric Wealth Advisors 3,417 $2.35M 0.25% -41 13F-HR Timeline Raab & Moskowitz Asset Management LLC More: the full row for Raab & Moskowitz Asset Management LLC 3,416 $2.35M 0.47% -8 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 3,411 $2.34M +39 Timeline Fearless Solutions, LLC dba Best Invest More: the full row for Fearless Solutions, LLC dba Best Invest 3,409 $2.34M 1.24% -336 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,403 $2.34M 0.52% -198 13F-HR Timeline Infinity Wealth Counsel, LLC More: the full row for Infinity Wealth Counsel, LLC 3,400 $2.34M 1.89% 0 13F-HR Timeline Gradient Investments LLC in group Gradient Investments LLC More: the full row for Gradient Investments LLC 3,399 $2.33M 0.03% +248 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 3,394 $2.33M 0.31% +2,743 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 3,714 $2.33M 1.99% -577 13F-HR Timeline Strategies Wealth Advisors, LLC More: the full row for Strategies Wealth Advisors, LLC 3,390 $2.33M 0.21% +13 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,390 $2.33M 0.13% +117 13F-HR Timeline Chemistry Wealth Management LLC More: the full row for Chemistry Wealth Management LLC 3,381 $2.32M 0.37% +409 13F-HR Timeline MCCARTER PRIVATE WEALTH SERVICES LLC More: the full row for MCCARTER PRIVATE WEALTH SERVICES LLC 3,373 $2.32M 0.8% -82 13F-HR Timeline Leelyn Smith, LLC More: the full row for Leelyn Smith, LLC 3,373 $2.32M 0.28% 0 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 3,369 $2.31M 1.62% +74 13F-HR Timeline Green Ridge Wealth Planning LLC More: the full row for Green Ridge Wealth Planning LLC 3,360 $2.31M 0.97% -12 13F-HR Timeline Lexington Hill Partners, LLC More: the full row for Lexington Hill Partners, LLC 3,358 $2.31M 1.12% +10 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 3,357 $2.31M 1.32% 0 13F-HR Timeline Resolute Wealth Strategies, LLC More: the full row for Resolute Wealth Strategies, LLC 3,356 $2.3M 0.89% +9 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 3,355 $2.3M <0.01% +1,073 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 3,353 $2.3M 0.52% -187 13F-HR Timeline DENVER WEALTH MANAGEMENT, INC. More: the full row for DENVER WEALTH MANAGEMENT, INC. 3,338 $2.29M 0.66% -1,215 13F-HR Timeline Invst, LLC More: the full row for Invst, LLC 3,328 $2.29M 0.22% +151 13F-HR Timeline Frank, Rimerman Advisors LLC More: the full row for Frank, Rimerman Advisors LLC 3,313 $2.28M 0.13% 0 13F-HR Timeline William Mack & Associates, Inc. More: the full row for William Mack & Associates, Inc. 3,310 $2.27M 0.8% +818 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 3,307 $2.27M 0.07% -117 13F-HR Timeline Dash Acquisitions Inc. More: the full row for Dash Acquisitions Inc. 3,197 $2.27M 0.46% -477 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 3,305 $2.27M 0.34% +67 13F-HR Timeline Cornerstone Financial Group, LLC /NE/ More: the full row for Cornerstone Financial Group, LLC /NE/ 3,305 $2.27M 1.4% -1 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 3,300 $2.27M 1.22% 0 13F-HR Timeline RETIREMENT FINANCIAL SOLUTIONS, LLC More: the full row for RETIREMENT FINANCIAL SOLUTIONS, LLC 3,294 $2.26M 0.56% +96 13F-HR Timeline Lee Financial Co More: the full row for Lee Financial Co 3,292 $2.26M 0.29% +81 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 3,291 $2.26M 0.62% +10 13F-HR Timeline Kelman-Lazarov, Inc. More: the full row for Kelman-Lazarov, Inc. 3,288 $2.26M 0.3% +456 13F-HR Timeline Elevate Capital Advisors, LLC More: the full row for Elevate Capital Advisors, LLC 3,287 $2.26M 1.25% +2,266 13F-HR Timeline HFG Advisors, Inc. More: the full row for HFG Advisors, Inc. 3,283 $2.25M 1.41% +71 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 3,277 $2.25M 0.83% +782 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 3,275 $2.25M 0.19% +525 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 3,257 $2.24M 0.03% +765 13F-HR Timeline Compass Planning Associates Inc More: the full row for Compass Planning Associates Inc 3,257 $2.24M 1.21% +915 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,253 $2.23M 0.29% +69 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3,253 $2.23M 1.24% -214 13F-HR Timeline Edgemoor Investment Advisors, Inc. More: the full row for Edgemoor Investment Advisors, Inc. 3,251 $2.23M 0.15% +32 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 3,250 $2.23M 0.37% +29 13F-HR Timeline Sandro Wealth Management LLC More: the full row for Sandro Wealth Management LLC 3,248 $2.23M 1.61% +421 13F-HR Timeline Berkeley, Inc More: the full row for Berkeley, Inc 3,246 $2.23M 0.7% -47 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 3,245 $2.23M 0.1% -42 13F-HR Timeline FORTRESS FINANCIAL GROUP, LLC More: the full row for FORTRESS FINANCIAL GROUP, LLC 3,244 $2.23M 1.11% -67 13F-HR/A Timeline Aegis Wealth Management, Inc. More: the full row for Aegis Wealth Management, Inc. 3,240 $2.23M 1.44% -487 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 3,230 $2.22M 0.68% +10 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 3,228 $2.22M 1.17% -35 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 3,225 $2.21M 1.07% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 3,222 $2.21M 1.46% -15 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 3,221 $2.21M 0.85% +426 13F-HR Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 3,219 $2.21M 0.26% -341 13F-HR Timeline BEARING POINT CAPITAL, LLC More: the full row for BEARING POINT CAPITAL, LLC 3,219 $2.21M 0.3% +341 13F-HR Timeline Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 3,217 $2.21M 1.15% -300 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,215 $2.21M 1.43% +6 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 3,214 $2.21M 0.58% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 3,213 $2.21M 0.26% +285 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. 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