Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 27 $8.04K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 28 $8K <0.01% +24 13F-HR/A Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 25 $7.45K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 21 $7.2K <0.01% +20 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 24 $7.2K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 24 $7.15K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $7K <0.01% +1 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 23 $6.85K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 22 $6.63K <0.01% +14 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 23 $6K <0.01% new 13F-HR Timeline Nexus Investment Management ULC More: the full row for Nexus Investment Management ULC 20 $5.96K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 20 $5.96K <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 20 $5.96K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 20 $5.96K <0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 19 $5.66K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 19 $5.66K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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More: the full row for SJS Investment Consulting Inc. 17 $5.06K <0.01% +7 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 17 $5.06K <0.01% new 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 16 $4.76K <0.01% -43 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. 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Allen Investments, LLC 4 $1.19K <0.01% +3 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 4 $1.19K <0.01% new 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 4 $1.19K <0.01% new 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 4 $1.19K <0.01% 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 3 $1.03K <0.01% new 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 5 $1K <0.01% new 13F-HR Timeline Group Phillip James Consulting Co. 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More: the full row for Lloyd Advisory Services, LLC. 1 $298 <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1 $298 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 1 $298 <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 1 $298 <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 1 $298 <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $298 <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. 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