PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 337 $77.3K 0.03% +81 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 337 $77.1K <0.01% -80 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 327 $74.7K <0.01% 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 326 $74.6K 0.05% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 320 $73.2K 0.04% +1 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 320 $73.2K 0.04% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 316 $72.3K 0.01% +25 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 315 $72.1K 0.01% +35 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 311 $71.1K 0.01% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 305 $69.8K <0.01% -58 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $68.6K 0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 299 $68.6K 0.01% +127 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 295 $68K <0.01% +1 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 296 $67.7K 0.03% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 294 $67.3K 0.01% +15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 290 $66.4K 0.04% +100 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 290 $66.4K 0.01% -14 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 288 $65.8K 0.01% +38 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 268 $61.3K 0.02% -116 13F-HR Timeline Gladwyn Financial Advisors, Inc. More: the full row for Gladwyn Financial Advisors, Inc. 253 $57.8K 0.04% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 249 $57.1K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 247 $56.5K 0.02% new 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 227 $51.9K <0.01% +33 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 222 $50.7K 0.01% +1 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 219 $50.1K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 248 $50K 0.03% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 217 $49.7K 0.01% -12 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 214 $49K 0.03% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 213 $48.8K 0.02% +27 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 212 $48.5K 0.04% -68 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 211 $48.3K 0.02% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 204 $46.6K 0.03% +1 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 200 $45.8K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 193 $44.2K 0.03% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 189 $43.2K 0.01% -11 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 691 $43K <0.01% -31,125 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 182 $42.8K 0.03% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 186 $42.6K 0.04% +97 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 185 $42.3K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 177 $40.5K 0.03% +3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 176 $40.3K 0.07% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 176 $40.3K <0.01% new 13F-HR Timeline Group Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 175 $40K <0.01% -27 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 174 $39.8K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 166 $38K <0.01% -15 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 166 $38K 0.03% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 162 $37.1K 0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 156 $35.8K 0.01% -31 13F-HR Timeline VEGA INVESTMENT SOLUTIONS More: the full row for VEGA INVESTMENT SOLUTIONS 154 $35.2K 0.01% -15,484 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 152 $34.7K 0.03% -999 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 150 $34.3K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 150 $34.3K 0.03% -61 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 145 $33.2K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 144 $33K <0.01% -11 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 137 $31.3K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 128 $29.3K 0.02% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 128 $29.3K 0.01% -2 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 125 $28.6K 0.01% -14 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 125 $28.6K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 123 $28.1K 0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 125 $28K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 122 $27.9K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 120 $27.5K 0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 120 $27.5K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 120 $27.5K 0.02% -14 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 118 $27K 0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 118 $27K 0.01% -116 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 117 $26.8K 0.01% new 13F-HR/A Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 115 $26.3K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 113 $25.9K 0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 111 $25.4K 0.02% +1 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 110 $25.2K 0.02% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 109 $24.9K 0.01% +13 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 108 $24.7K <0.01% new 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 105 $24K 0.01% -71 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 103 $23.6K 0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 102 $23.3K <0.01% -31 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 100 $22.9K 0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $22.9K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 100 $22.9K 0.02% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 100 $22.9K 0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 100 $22.9K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 100 $22.8K <0.01% +24 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 99 $22.7K 0.01% -24 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 99 $22.7K 0.02% +8 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 89 $20.4K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 89 $20.4K <0.01% +13 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 88 $20.1K <0.01% +38 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 91 $20K <0.01% +26 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 86 $19.7K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 84 $19K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 81 $18.5K 0.01% new 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 80 $18.3K <0.01% 0 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 80 $18.3K 0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 78 $17.8K 0.01% new 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 74 $16.9K 0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 72 $16.5K <0.01% +42 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 72 $16.5K 0.01% new 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 72 $16.5K 0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 71 $16.2K 0.01% +5 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 69 $15.8K 0.02% 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 68 $15.6K <0.01% +27 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 66 $15.2K <0.01% -134 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 65 $14.9K 0.01% new 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 64 $14.6K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $13.7K <0.01% +29 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 55 $12.5K <0.01% -1 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 54 $12.4K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 54 $12.4K <0.01% -6 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 54 $12.4K 0.01% +50 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 53 $12.1K <0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 52 $11.8K 0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 51 $11.7K <0.01% +33 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 51 $11.6K <0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 50 $11.4K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 50 $11.4K <0.01% 0 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 50 $11.4K <0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 49 $11.2K 0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 47 $10.8K 0.01% +37 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 47 $10.8K 0.01% -6 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 47 $10.8K <0.01% 13F-HR Timeline Fiduciary Wealth Partners, LLC More: the full row for Fiduciary Wealth Partners, LLC 46 $10.5K 0.01% -1,889 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 43 $9.84K 0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 42 $9.61K <0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 41 $9.38K <0.01% +40 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 40 $9.15K <0.01% -7 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 35 $8.01K <0.01% -42 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 35 $8.01K <0.01% +9 13F-HR/A Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 34 $7.78K <0.01% +7 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 34 $7.78K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 33 $7.55K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 33 $7K <0.01% -3,415 13F-HR Timeline Group Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 30 $6.87K <0.01% -32 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 30 $6.87K 0.01% 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 29 $6.68K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 29 $6.64K <0.01% +9 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 29 $6.64K 0.01% +7 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 29 $6.64K 0.01% 0 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 28 $6.41K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 27 $6.2K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 27 $6.18K <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 26 $5.95K <0.01% 0 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 26 $5.95K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 26 $5.95K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 25 $5.81K <0.01% +19 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 25 $5.72K <0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 25 $5.72K <0.01% new 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 25 $5.72K <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 25 $5.72K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 23 $5.28K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 23 $5.26K <0.01% -182 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 23 $5.26K <0.01% +5 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 22 $5.03K <0.01% 0 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 21 $4.8K <0.01% new 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 20 $4.64K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 19 $4.35K <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 18 $4.12K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 17 $3.96K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 17 $3.9K <0.01% +2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 16 $3.66K <0.01% -14 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 16 $3.55K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 15 $3.43K <0.01% +7 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 15 $3.43K <0.01% +9 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 15 $3.41K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 14 $3.2K <0.01% +12 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 13 $2.98K <0.01% +1 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 13 $2.98K <0.01% 0 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 12 $2.75K <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 12 $2.75K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 11 $2.5K <0.01% 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $2.29K <0.01% new 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 9 $2.26K <0.01% -152 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 9 $2.06K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 9 $2.06K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 9 $2.06K <0.01% +5 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 7 $1.6K <0.01% new 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 7 $1.6K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 7 $1.6K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 6 $1.37K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 5 $1.17K <0.01% -5 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 5 $1.15K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5 $1.14K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 4 $1K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 4 $705 <0.01% -2 13F-HR Timeline Group HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 3 $686 <0.01% new 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 3 $608 <0.01% 0 13F-HR/A Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 2 $458 <0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 1 $240 <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1 $122 <0.01% -5 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Soundwatch Capital LLC More: the full row for Soundwatch Capital LLC 411,004 $407K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios. PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 52,335 $52.3K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.