JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 25,175,463 $1.25B 0.08% +97,596 13F-HR/A Timeline Group ADVENTIST HEALTH SYSTEM SUNBELT HEALTHC… More: the full row for ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 8,806,000 $438M 15.34% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 3,613,292 $180M 0.04% +765,835 13F-HR/A Timeline Group Bramshill Investments, LLC More: the full row for Bramshill Investments, LLC 3,101,884 $154M 13.3% -58,086 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 2,990,293 $149M 0.01% -269,857 13F-HR Timeline Group Kensington Asset Management, LLC More: the full row for Kensington Asset Management, LLC 2,853,597 $142M 7.73% +1,748,029 13F-HR/A Timeline LPL Financial LLC More: the full row for LPL Financial LLC 2,526,786 $126M 0.03% +515,238 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 2,008,209 $100M 1.14% +63,160 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,759,740 $87.6M 0.09% +141,018 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 1,431,950 $71.3M 14.73% +121,797 13F-HR Timeline Wharton Business Group, LLC More: the full row for Wharton Business Group, LLC 1,424,204 $70.9M 2.68% +5,670 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,123,799 $55.9M 14.19% +121,962 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 893,268 $44.3M 0.07% +892,730 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 881,609 $43.8M 0.4% new 13F-HR Timeline Charter Oak Capital Management, LLC More: the full row for Charter Oak Capital Management, LLC 872,856 $43.5M 3.37% +294,373 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 833,617 $41.5M 0.01% +138,315 13F-HR Timeline Group ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 696,300 $34.7M 0.01% +251,914 13F-HR Timeline Group Red Wave Investments LLC More: the full row for Red Wave Investments LLC 660,081 $32.9M 9.82% +6,343 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 646,922 $32.2M 0.04% +119,588 13F-HR Timeline CAPITAL ADVISORS INC/OK More: the full row for CAPITAL ADVISORS INC/OK 580,847 $28.9M 0.46% new 13F-HR Timeline Fortitude Advisory Group L.L.C. More: the full row for Fortitude Advisory Group L.L.C. 548,519 $27.3M 12.29% +40,232 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 527,010 $26.2M 6.72% +10,095 13F-HR Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 521,180 $25.9M 0.19% +112,050 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 495,682 $24.7M 3.85% +40,729 13F-HR Timeline Fonville Wealth Management LLC More: the full row for Fonville Wealth Management LLC 494,490 $24.6M 4.69% +11,608 13F-HR Timeline Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 491,571 $24.5M 3.97% +11,047 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 481,143 $24M 0.07% +451 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 466,556 $23.2M 7.38% +14,161 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 463,552 $23.1M 0.31% +380,544 13F-HR Timeline Global Wealth Management, LLC More: the full row for Global Wealth Management, LLC 440,250 $21.9M 11.95% +61,180 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 435,003 $21.7M 1.08% +26,285 13F-HR Timeline TITLEIST ASSET MANAGEMENT, LLC More: the full row for TITLEIST ASSET MANAGEMENT, LLC 416,126 $20.7M 1.56% +59,103 13F-HR Timeline NKCFO LLC More: the full row for NKCFO LLC 403,600 $20.1M 5.96% +34,350 13F-HR Timeline Eagle Capital Management, LLC More: the full row for Eagle Capital Management, LLC 389,904 $19.4M 7.65% -17,805 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 378,989 $18.8M 1.27% +256,234 13F-HR Timeline Coyle Financial Counsel LLC More: the full row for Coyle Financial Counsel LLC 369,912 $18.4M 3.9% +7,948 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 365,235 $18.2M 0.03% +78,246 13F-HR Timeline Group David Kennon Inc More: the full row for David Kennon Inc 360,196 $17.9M 6.43% -32,090 13F-HR Timeline Capital Advantage, Inc. More: the full row for Capital Advantage, Inc. 347,908 $17.3M 2.26% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 346,011 $17.2M 0.02% +43,363 13F-HR Timeline Group Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 340,381 $16.9M 4.66% -4,266 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 339,054 $16.9M 0.18% -3,488 13F-HR Timeline Calder Financial LLC More: the full row for Calder Financial LLC 330,287 $16.4M 16.27% -580 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 326,580 $16.3M 0.78% +44,019 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 319,608 $15.9M 0.01% new 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 312,143 $15.5M 0.36% +187,745 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 309,795 $15.4M 9.13% +229,986 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 309,546 $15.4M +27,587 Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 305,294 $15.2M 0.08% +119,572 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 305,236 $15.2M 2.02% +94,780 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 301,213 $15M 0.02% +84,320 13F-HR Timeline BlueChip Wealth Advisors LLC More: the full row for BlueChip Wealth Advisors LLC 295,906 $14.7M 6.47% +57,641 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 276,542 $13.8M 0.02% +143,542 13F-HR Timeline Group OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 272,834 $13.6M 0.13% -10,776 13F-HR Timeline Focus Partners Wealth group of 2 filers holding More: the full row for Focus Partners Wealth 268,327 $13.4M +815 Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 264,935 $13.2M 0.29% +137,406 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 263,552 $13.1M 2.98% +17,634 13F-HR Timeline Mesirow Financial Investment Management… More: the full row for Mesirow Financial Investment Management, Inc. 260,296 $13M 0.21% +123,470 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 257,480 $12.8M 0.01% new 13F-HR Timeline Group CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 256,491 $12.8M 0.02% -22,242 13F-HR Timeline Blom & Howell Financial Planning, Inc. 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More: the full row for Warwick Investment Management, Inc. 163,530 $8.14M 1.18% +108,238 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 163,434 $8.14M 0.74% -24,783 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 162,850 $8.11M <0.01% -26,561 13F-HR Timeline Group Crews Bank & Trust More: the full row for Crews Bank & Trust 157,446 $7.84M 1.14% +24,145 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 155,608 $7.75M 0.12% -3,665 13F-HR Timeline EVERETT HARRIS & CO /CA/ More: the full row for EVERETT HARRIS & CO /CA/ 147,250 $7.33M 0.09% +7,850 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 147,088 $7.32M 0.04% +4,514 13F-HR Timeline Spectrum Planning & Advisory Services I… More: the full row for Spectrum Planning & Advisory Services Inc. 142,021 $7.07M 3.5% new 13F-HR Timeline Signature Wealth Management Group More: the full row for Signature Wealth Management Group 141,911 $7.07M 2.68% -1,945 13F-HR Timeline DeLarme Wealth Management, Inc. 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More: the full row for Beaumont Asset Management, L.L.C. 128,881 $6.42M 2.89% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 119,537 $5.95M 0.01% +4,198 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 119,216 $5.94M 0.15% new 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 118,370 $5.89M 0.32% +38,774 13F-HR Timeline Pine Harbor Wealth Management, LLC More: the full row for Pine Harbor Wealth Management, LLC 117,622 $5.86M 1.75% +5,845 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 117,388 $5.84M 0.4% +18,572 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 116,901 $5.82M 0.21% new 13F-HR Timeline Group 49 WEALTH MANAGEMENT, LLC More: the full row for 49 WEALTH MANAGEMENT, LLC 113,737 $5.66M 0.42% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 112,231 $5.59M 0.15% -14,755 13F-HR Timeline Group Relyea Zuckerberg Hanson LLC More: the full row for Relyea Zuckerberg Hanson LLC 108,095 $5.38M 0.54% +15,189 13F-HR Timeline Paragon Private Wealth Management, LLC More: the full row for Paragon Private Wealth Management, LLC 104,030 $5.18M 1.62% +6,163 13F-HR Timeline Fischer Financial Services, Inc. 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More: the full row for Palisades Hudson Asset Management, L.P. 95,237 $4.74M 1.85% +8,407 13F-HR Timeline Modera Wealth Management, LLC More: the full row for Modera Wealth Management, LLC 94,960 $4.73M 0.06% -6,426 13F-HR Timeline SAGE RHINO CAPITAL LLC More: the full row for SAGE RHINO CAPITAL LLC 93,497 $4.65M 0.87% -22,251 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 92,682 $4.61M 0.49% +88,324 13F-HR Timeline WEALTHSPAN PARTNERS, LLC More: the full row for WEALTHSPAN PARTNERS, LLC 92,021 $4.58M 1.61% new 13F-HR Timeline Capital Investment Services of America,… More: the full row for Capital Investment Services of America, Inc. 91,880 $4.57M 0.48% +12,405 13F-HR Timeline Hikari Power Ltd More: the full row for Hikari Power Ltd 90,620 $4.51M 0.39% new 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 88,684 $4.42M <0.01% +78,494 13F-HR Timeline Group Robinhood Asset Management, LLC More: the full row for Robinhood Asset Management, LLC 88,426 $4.4M 0.32% +23,490 13F-HR Timeline Greenspring Advisors, LLC More: the full row for Greenspring Advisors, LLC 87,741 $4.37M 0.27% +23,426 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 86,008 $4.28M 3.43% +57,970 13F-HR Timeline WEBSTERROGERS FINANCIAL ADVISORS, LLC More: the full row for WEBSTERROGERS FINANCIAL ADVISORS, LLC 85,914 $4.28M 1.22% -11 13F-HR Timeline LOWERY THOMAS, LLC More: the full row for LOWERY THOMAS, LLC 85,623 $4.26M 2.44% +10,120 13F-HR Timeline ASPIRIANT, LLC More: the full row for ASPIRIANT, LLC 85,605 $4.26M 0.12% -3,106 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 85,402 $4.25M 0.01% +21,771 13F-HR Timeline Group Enclave Advisors LLC More: the full row for Enclave Advisors LLC 82,572 $4.11M 0.59% -4,977 13F-HR Timeline Walker Financial Services, Inc. More: the full row for Walker Financial Services, Inc. 82,150 $4.09M 1.4% +1,028 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 82,079 $4.09M 0.15% -1,838 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 81,920 $4.08M 0.5% +8,509 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 80,853 $4.03M 1.5% +70,223 13F-HR Timeline CHATHAM CAPITAL GROUP, INC. More: the full row for CHATHAM CAPITAL GROUP, INC. 80,455 $4.01M 0.58% +12,750 13F-HR Timeline Mustard Seed Financial, LLC More: the full row for Mustard Seed Financial, LLC 80,011 $3.98M 2.39% +27,319 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 79,159 $3.94M <0.01% +8,738 13F-HR Timeline Group CAMBIENT FAMILY OFFICE, LLC More: the full row for CAMBIENT FAMILY OFFICE, LLC 77,866 $3.88M 0.54% -6,752 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 77,505 $3.86M 0.24% -7,794 13F-HR Timeline Pitcairn Wealth Advisors LLC in group PITCAIRN CO More: the full row for Pitcairn Wealth Advisors LLC 76,463 $3.81M 0.35% -1 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 75,628 $3.77M 0.04% +17,926 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75,452 $3.76M 0.07% +923 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 70,857 $3.53M 0.01% +13,543 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 70,556 $3.51M 2.05% -410 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 68,952 $3.43M 0.13% +33,231 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 67,462 $3.35M <0.01% +19,967 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 66,733 $3.32M 0.15% +25,550 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 66,175 $3.29M 0.02% -620 13F-HR Timeline Chesley Taft & Associates LLC More: the full row for Chesley Taft & Associates LLC 65,930 $3.28M 0.14% -1,408 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 65,538 $3.26M 0.08% +5,135 13F-HR Timeline Group XY Planning Network, Inc. More: the full row for XY Planning Network, Inc. 64,735 $3.21M 0.51% +13,270 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 64,071 $3.19M 0.08% +2,253 13F-HR Timeline CWS Financial Advisors, LLC More: the full row for CWS Financial Advisors, LLC 63,974 $3.18M 0.82% +17,042 13F-HR Timeline Aberdeen Wealth Management LLC More: the full row for Aberdeen Wealth Management LLC 63,411 $3.16M 1.44% new 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 63,408 $3.16M <0.01% -1,825 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 63,090 $3.14M 0.07% 0 13F-HR Timeline Payne Capital LLC More: the full row for Payne Capital LLC 59,334 $2.95M 2.71% -1 13F-HR Timeline Bristlecone Value Partners, LLC More: the full row for Bristlecone Value Partners, LLC 58,580 $2.92M 2.57% +6,579 13F-HR Timeline Lebenthal Global Advisors, LLC in group Lebenthal Global Advisors, LLC More: the full row for Lebenthal Global Advisors, LLC 57,416 $2.86M 0.42% +222 13F-HR Timeline Group Lakewood Asset Management LLC More: the full row for Lakewood Asset Management LLC 57,236 $2.85M 1.82% +4,127 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 56,881 $2.83M 0.05% +625 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 55,873 $2.78M 0.02% -2,206 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 54,824 $2.73M 0.1% -327 13F-HR Timeline SP Asset Management LLC More: the full row for SP Asset Management LLC 54,512 $2.71M 0.24% -19,888 13F-HR Timeline Stirlingshire Investments, Inc. More: the full row for Stirlingshire Investments, Inc. 53,339 $2.66M 2.33% +12,409 13F-HR Timeline Cascades Capital Asset Management, LLC More: the full row for Cascades Capital Asset Management, LLC 52,740 $2.63M 1.1% new 13F-HR Timeline Avidian Wealth Enterprises, LLC More: the full row for Avidian Wealth Enterprises, LLC 51,374 $2.56M 0.08% +2,898 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 51,309 $2.55M 0.02% +672 13F-HR/A Timeline Evergreen Wealth Management, LLC More: the full row for Evergreen Wealth Management, LLC 51,111 $2.54M 1.31% +4,595 13F-HR Timeline Dorsey & Whitney Trust CO LLC More: the full row for Dorsey & Whitney Trust CO LLC 50,297 $2.5M 0.14% -3,015 13F-HR Timeline Approach Retirement Advisors, LLC More: the full row for Approach Retirement Advisors, LLC 48,698 $2.42M 2.02% +6,809 13F-HR Timeline Applied Capital LLC More: the full row for Applied Capital LLC 47,522 $2.37M 0.88% +65 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 46,853 $2.33M 0.01% -3,892 13F-HR Timeline Alpha Zero LLC More: the full row for Alpha Zero LLC 45,913 $2.29M 1.16% new 13F-HR Timeline Two West Capital Advisors LLC More: the full row for Two West Capital Advisors LLC 45,483 $2.26M 1.2% +1,319 13F-HR Timeline EQUITY INVESTMENT CORP More: the full row for EQUITY INVESTMENT CORP 45,475 $2.26M 0.04% -1,125 13F-HR Timeline Wingate Wealth Advisors, Inc. More: the full row for Wingate Wealth Advisors, Inc. 45,125 $2.25M 1.2% +4,023 13F-HR Timeline Plum Street Advisors, LLC More: the full row for Plum Street Advisors, LLC 44,533 $2.22M 0.77% -10,384 13F-HR Timeline Elser Financial Planning, Inc More: the full row for Elser Financial Planning, Inc 44,179 $2.19M 0.11% new 13F-HR Timeline LEGACY SOLUTIONS, LLC More: the full row for LEGACY SOLUTIONS, LLC 43,295 $2.16M 2% +3,470 13F-HR Timeline Clearwater Capital Advisors, LLC More: the full row for Clearwater Capital Advisors, LLC 42,437 $2.11M 0.17% -1,693 13F-HR Timeline Equitable Holdings, Inc. in group Equitable Holdings, Inc. More: the full row for Equitable Holdings, Inc. 42,356 $2.11M 0.01% +35,769 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 42,377 $2.11M 0.22% -2,899 13F-HR Timeline MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC More: the full row for MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 41,845 $2.08M 0.36% 0 13F-HR Timeline MOODY NATIONAL BANK TRUST DIVISION in group MOODY NATIONAL BANK TRUST DIV… More: the full row for MOODY NATIONAL BANK TRUST DIVISION 41,394 $2.06M 0.2% new 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 41,284 $2.06M 0.01% +27,019 13F-HR Timeline Heirloom Wealth Management More: the full row for Heirloom Wealth Management 41,172 $2.05M 0.37% new 13F-HR Timeline TrueWealth Financial Partners More: the full row for TrueWealth Financial Partners 40,967 $2.04M 0.81% new 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 40,308 $2.01M 0.15% +19,289 13F-HR Timeline Compass Financial Group, Inc. 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