Trace Wealth Advisors, LLC More: the full row for Trace Wealth Advisors, LLC 21,245 $1.27M 0.83% +175 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 21,117 $1.26M 0.13% +1,581 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 21,098 $1.26M 0.04% -1,255 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 21,034 $1.26M 0.15% +7,073 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 20,981 $1.25M 0.25% +2,533 13F-HR Timeline FIRST AMERICAN BANK More: the full row for FIRST AMERICAN BANK 20,964 $1.25M 0.07% -331 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 20,953 $1.25M <0.01% +16,553 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. 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Root & Company, LLC More: the full row for D.B. Root & Company, LLC 19,594 $1.17M 0.25% +5,605 13F-HR Timeline Pictet North America Advisors SA More: the full row for Pictet North America Advisors SA 19,530 $1.17M 0.1% -530 13F-HR Timeline Long Road Investment Counsel, LLC More: the full row for Long Road Investment Counsel, LLC 19,500 $1.16M 0.43% 0 13F-HR Timeline TOWER BRIDGE ADVISORS More: the full row for TOWER BRIDGE ADVISORS 19,471 $1.16M 0.1% +100 13F-HR Timeline Astra Wealth Partners LLC More: the full row for Astra Wealth Partners LLC 19,449 $1.16M 0.65% +685 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 19,447 $1.16M 0.18% +9,373 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 19,423 $1.16M 0.07% -17,706 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 19,361 $1.16M 0.08% 0 13F-HR Timeline HORAN Wealth, LLC More: the full row for HORAN Wealth, LLC 19,305 $1.15M 0.14% -18,963 13F-HR/A Timeline Midwestern Financial, LLC /IA More: the full row for Midwestern Financial, LLC /IA 19,192 $1.15M 0.8% +22 13F-HR Timeline Phillip James Consulting Co. 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Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 17,106 $1.02M 0.19% +546 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 17,093 $1.02M 0.04% +2,553 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 16,959 $1.01M 0.26% -950 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Fulton Bank, N.A. 15,853 $946K 0.03% +1,001 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 15,833 $945K 0.09% +2,299 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 15,832 $945K 0.49% +257 13F-HR Timeline Clear Street Group Inc. in group Clear Street Group Inc. More: the full row for Clear Street Group Inc. 15,794 $943K <0.01% new 13F-HR Timeline Group WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 15,766 $941K 0.14% -13,277 13F-HR Timeline Hikari Tsushin, Inc. 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