MEYER CAPITAL GROUP
FINANCIAL ARCHITECTS INC Legal Name
Adviser information for MEYER CAPITAL GROUP last updated from Form ADV on April 17th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 18 |
|---|---|
| Investment Advisory/Research | 10 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 10 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,043 | $993.0M |
| Non-Discretionary | 263 | $491.0M |
| Total | 2,306 | $1.5B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 609 | $478.2M |
| HNW Individuals | 165 | $866.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 27 | $21.0M |
| Charitable organizations | <5 | $177,114 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 17 | $118.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 8 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)ADVICE ON MATTERS NOT INVOLVING SECURITIES. |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Principal Office
525 ROUTE 73N, SUITE 312MARLTON
NJ
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 856-985-8400, Fax: 856-985-8151
Chief Compliance Officer
THOMAS MEYER
PRESIDENT
525 ROUTE 73N, SUITE 312
MARLTON
NJ
United States
Tel:
856-985-8400
T*****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEYER, THOMAS, CLARENCE | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 01/1989 | > 75% |
| Zuccarelli, Nina | Individual | – | CHIEF OPERATING OFFICER | 01/2014 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2023 for period ending June 30th, 2023
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 3M CO | COM | 223K | 2K | FINANCIAL ARCHITECTS |
| ABBOTT LABS | COM | 1M | 11K | FINANCIAL ARCHITECTS |
| ABBVIE INC | COM | 3M | 23K | FINANCIAL ARCHITECTS |
| ACCENTURE PLC IRELAND | SHS CLASS A | 2M | 7K | FINANCIAL ARCHITECTS |
| ADOBE SYSTEMS INCORPORATED | COM | 416K | 851 | FINANCIAL ARCHITECTS |
| AFLAC INC | COM | 307K | 4K | FINANCIAL ARCHITECTS |
| AIR PRODS & CHEMS INC | COM | 473K | 2K | FINANCIAL ARCHITECTS |
| AIRBNB INC | COM CL A | 732K | 6K | FINANCIAL ARCHITECTS |
| ALLIANT ENERGY CORP | COM | 227K | 4K | FINANCIAL ARCHITECTS |
| ALPHABET INC | CAP STK CL A | 3M | 28K | FINANCIAL ARCHITECTS,PARAMETRICS |
| ALPHABET INC | CAP STK CL C | 3M | 29K | FINANCIAL ARCHITECTS |
| ALTRIA GROUP INC | COM | 297K | 7K | FINANCIAL ARCHITECTS |
| AMAZON COM INC | COM | 4M | 31K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| AMDOCS LTD | SHS | 336K | 3K | FINANCIAL ARCHITECTS |
| AMERICAN ELEC PWR CO INC | COM | 300K | 4K | FINANCIAL ARCHITECTS |
| AMERICAN EXPRESS CO | COM | 320K | 2K | FINANCIAL ARCHITECTS |
| AMERICAN TOWER CORP NEW | COM | 243K | 1K | FINANCIAL ARCHITECTS |
| AMERICAN WTR WKS CO INC NEW | COM | 642K | 4K | FINANCIAL ARCHITECTS |
| AMGEN INC | COM | 596K | 3K | FINANCIAL ARCHITECTS |
| AMPLIFY ETF TR | BLACKSWAN GRWT | 1M | 39K | FINANCIAL ARCHITECTS |
| AON PLC | SHS CL A | 563K | 2K | FINANCIAL ARCHITECTS |
| APPLE INC | COM | 35M | 179K | FINANCIAL ARCHITECTS |
| ARK ETF TR | FINTECH INNOVA | 475K | 23K | FINANCIAL ARCHITECTS |
| ASTRAZENECA PLC | SPONSORED ADR | 245K | 3K | FINANCIAL ARCHITECTS |
| AT&T INC | COM | 315K | 20K | FINANCIAL ARCHITECTS,PARAMETRICS |
| ATI INC | COM | 563K | 13K | FINANCIAL ARCHITECTS |
| AUTOMATIC DATA PROCESSING IN | COM | 682K | 3K | FINANCIAL ARCHITECTS |
| BANK AMERICA CORP | COM | 957K | 33K | FINANCIAL ARCHITECTS |
| BANK NEW YORK MELLON CORP | COM | 204K | 5K | FINANCIAL ARCHITECTS |
| BCE INC | COM NEW | 4M | 82K | FINANCIAL ARCHITECTS |
| BLACKROCK INC | COM | 223K | 323 | FINANCIAL ARCHITECTS |
| BLACKSTONE INC | COM | 3M | 33K | FINANCIAL ARCHITECTS |
| BOEING CO | COM | 204K | 965 | FINANCIAL ARCHITECTS |
| BRISTOL-MYERS SQUIBB CO | COM | 455K | 7K | FINANCIAL ARCHITECTS |
| BROADCOM INC | COM | 401K | 462 | FINANCIAL ARCHITECTS |
| CAMBRIA ETF TR | GLB ASSET ALLO | 2M | 69K | FINANCIAL ARCHITECTS |
| CATERPILLAR INC | COM | 1M | 6K | FINANCIAL ARCHITECTS |
| CENTRAL SECS CORP | COM | 308K | 8K | FINANCIAL ARCHITECTS |
| CHEVRON CORP NEW | COM | 1M | 8K | FINANCIAL ARCHITECTS |
| CHUBB LIMITED | COM | 280K | 1K | FINANCIAL ARCHITECTS |
| CISCO SYS INC | COM | 462K | 9K | FINANCIAL ARCHITECTS |
| CLOROX CO DEL | COM | 275K | 2K | FINANCIAL ARCHITECTS |
| COCA COLA CO | COM | 2M | 26K | FINANCIAL ARCHITECTS |
| COMCAST CORP NEW | CL A | 604K | 15K | FINANCIAL ARCHITECTS |
| CONSOLIDATED EDISON INC | COM | 370K | 4K | FINANCIAL ARCHITECTS,PARAMETRICS |
| COPART INC | COM | 204K | 2K | FINANCIAL ARCHITECTS |
| CORNING INC | COM | 670K | 19K | FINANCIAL ARCHITECTS |
| COSTCO WHSL CORP NEW | COM | 2M | 4K | FINANCIAL ARCHITECTS |
| CSX CORP | COM | 514K | 15K | FINANCIAL ARCHITECTS |
| CVS HEALTH CORP | COM | 1M | 15K | FINANCIAL ARCHITECTS |
| DESKTOP METAL INC | COM CL A | 1M | 650K | FINANCIAL ARCHITECTS |
| DIAGEO PLC | SPON ADR NEW | 737K | 4K | FINANCIAL ARCHITECTS |
| DISNEY WALT CO | COM | 790K | 9K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| DOMINION ENERGY INC | COM | 339K | 7K | FINANCIAL ARCHITECTS |
| DUKE ENERGY CORP NEW | COM NEW | 1M | 16K | FINANCIAL ARCHITECTS |
| EDWARDS LIFESCIENCES CORP | COM | 255K | 3K | FINANCIAL ARCHITECTS |
| ENSTAR GROUP LIMITED | SHS | 2M | 8K | FINANCIAL ARCHITECTS |
| ENTERPRISE PRODS PARTNERS L | COM | 286K | 11K | FINANCIAL ARCHITECTS |
| ESSENTIAL UTILS INC | COM | 869K | 22K | FINANCIAL ARCHITECTS |
| ETF SER SOLUTIONS | DEFIANCE NEXT | 1M | 41K | FINANCIAL ARCHITECTS |
| EXXON MOBIL CORP | COM | 1M | 13K | FINANCIAL ARCHITECTS |
| FEDEX CORP | COM | 757K | 3K | FINANCIAL ARCHITECTS |
| FIRST TR EXCHANGE TRADED FD | NASDQ CLN EDGE | 1M | 13K | FINANCIAL ARCHITECTS |
| FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 1M | 26K | FINANCIAL ARCHITECTS |
| GEN DIGITAL INC | COM | 189K | 10K | FINANCIAL ARCHITECTS |
| GENERAL ELECTRIC CO | COM NEW | 280K | 3K | FINANCIAL ARCHITECTS |
| GENERAL MLS INC | COM | 437K | 6K | FINANCIAL ARCHITECTS |
| GILEAD SCIENCES INC | COM | 215K | 3K | FINANCIAL ARCHITECTS |
| GLOBAL X FDS | CONSCIOUS COS | 690K | 22K | FINANCIAL ARCHITECTS |
| GLOBAL X FDS | US INFR DEV ETF | 217K | 7K | FINANCIAL ARCHITECTS |
| GLOBAL X FDS | US PFD ETF | 4M | 199K | FINANCIAL ARCHITECTS |
| HOME DEPOT INC | COM | 2M | 7K | FINANCIAL ARCHITECTS |
| HONEYWELL INTL INC | COM | 277K | 1K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | LADDERED ALC BFR | 2M | 65K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | LADERD ALCTN PWR | 1M | 29K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQT BUFR APR | 266K | 7K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQT PWR BUF | 905K | 29K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY BUF DEC | 623K | 17K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY BUFR JUN | 567K | 17K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY BUFR MAY | 355K | 11K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BF | 1M | 46K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 881K | 28K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 288K | 10K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 2M | 57K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 376K | 11K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 1M | 32K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 4M | 112K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 626K | 19K | FINANCIAL ARCHITECTS |
| INNOVATOR ETFS TR | US EQTY PWR BUF | 711K | 21K | FINANCIAL ARCHITECTS |
| INTEL CORP | COM | 1M | 31K | FINANCIAL ARCHITECTS |
| INTERNATIONAL BUSINESS MACHS | COM | 2M | 11K | FINANCIAL ARCHITECTS |
| INTUIT | COM | 284K | 619 | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRADED FD TR II | S&P 500 HB ETF | 541K | 7K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRADED FD TR II | S&P GBL WATER | 1M | 20K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 302K | 5K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRADED FD TR II | TAXABLE MUN BD | 2M | 71K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2023 CB | 2M | 92K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2024 CB | 2M | 75K | FINANCIAL ARCHITECTS |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 711K | 35K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | FINL PFD ETF | 779K | 54K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP400 PR | 792K | 4K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL FIN | 420K | 8K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL STP | 2M | 11K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL TEC | 1M | 4K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 10M | 66K | FINANCIAL ARCHITECTS |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 8M | 51K | FINANCIAL ARCHITECTS |
| INVESCO QQQ TR | UNIT SER 1 | 2M | 4K | FINANCIAL ARCHITECTS |
| INVESTMENT MANAGERS SER TR I | AXS CHANGE FINAN | 535K | 17K | FINANCIAL ARCHITECTS |
| ISHARES GOLD TR | ISHARES NEW | 332K | 9K | FINANCIAL ARCHITECTS |
| ISHARES INC | CORE MSCI EMKT | 209K | 4K | FINANCIAL ARCHITECTS |
| ISHARES INC | MSCI GBL MIN VOL | 864K | 9K | FINANCIAL ARCHITECTS |
| ISHARES TR | 0-5 YR TIPS ETF | 201K | 2K | FINANCIAL ARCHITECTS |
| ISHARES TR | 1 3 YR TREAS BD | 2M | 21K | FINANCIAL ARCHITECTS |
| ISHARES TR | 3 7 YR TREAS BD | 299K | 3K | FINANCIAL ARCHITECTS |
| ISHARES TR | BROAD USD HIGH | 441K | 13K | FINANCIAL ARCHITECTS |
| ISHARES TR | CONV BD ETF | 2M | 32K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE MSCI TOTAL | 6M | 92K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE S&P MCP ETF | 437K | 2K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE S&P SCP ETF | 13M | 129K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE S&P US GWT | 305K | 3K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE S&P US VLU | 390K | 5K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE S&P500 ETF | 2M | 3K | FINANCIAL ARCHITECTS |
| ISHARES TR | CORE US AGGBD ET | 227K | 2K | FINANCIAL ARCHITECTS |
| ISHARES TR | EAFE GRWTH ETF | 360K | 4K | FINANCIAL ARCHITECTS |
| ISHARES TR | ESG AW MSCI EAFE | 1M | 15K | FINANCIAL ARCHITECTS |
| ISHARES TR | ESG AWARE MSCI | 430K | 12K | FINANCIAL ARCHITECTS |
| ISHARES TR | ESG AWR MSCI USA | 369K | 4K | FINANCIAL ARCHITECTS |
| ISHARES TR | ESG AWR US AGRGT | 1M | 23K | FINANCIAL ARCHITECTS |
| ISHARES TR | ESG AWRE 1 5 YR | 1M | 53K | FINANCIAL ARCHITECTS |
| ISHARES TR | FLTG RATE NT ETF | 2M | 45K | FINANCIAL ARCHITECTS |
| ISHARES TR | GLOB HLTHCRE ETF | 2M | 27K | FINANCIAL ARCHITECTS |
| ISHARES TR | GLOBAL TECH ETF | 2M | 25K | FINANCIAL ARCHITECTS |
| ISHARES TR | IBOXX HI YD ETF | 309K | 4K | FINANCIAL ARCHITECTS |
| ISHARES TR | MSCI EAFE ETF | 475K | 7K | FINANCIAL ARCHITECTS |
| ISHARES TR | MSCI EAFE MIN VL | 4M | 53K | FINANCIAL ARCHITECTS |
| ISHARES TR | MSCI USA ESG SLC | 493K | 5K | FINANCIAL ARCHITECTS |
| ISHARES TR | MSCI USA MIN VOL | 16M | 218K | FINANCIAL ARCHITECTS |
| ISHARES TR | NATIONAL MUN ETF | 3M | 29K | FINANCIAL ARCHITECTS |
| ISHARES TR | PFD AND INCM SEC | 2M | 50K | FINANCIAL ARCHITECTS |
| ISHARES TR | RESIDENTIAL MULT | 267K | 4K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUS 1000 GRW ETF | 2M | 6K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUS 1000 VAL ETF | 1M | 7K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUS 2000 GRW ETF | 272K | 1K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUS 2000 VAL ETF | 232K | 2K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUS MID CAP ETF | 2M | 33K | FINANCIAL ARCHITECTS |
| ISHARES TR | RUSSELL 2000 ETF | 620K | 3K | FINANCIAL ARCHITECTS |
| ISHARES TR | S&P 500 GRWT ETF | 354K | 5K | FINANCIAL ARCHITECTS |
| ISHARES TR | SELECT DIVID ETF | 3M | 28K | FINANCIAL ARCHITECTS |
| ISHARES TR | SELF DRIVNG EV | 2M | 47K | FINANCIAL ARCHITECTS |
| ISHARES TR | SHRT NAT MUN ETF | 2M | 21K | FINANCIAL ARCHITECTS |
| ISHARES TR | TIPS BD ETF | 550K | 5K | FINANCIAL ARCHITECTS |
| ISHARES TR | TRS FLT RT BD | 4M | 86K | FINANCIAL ARCHITECTS |
| ISHARES TR | U.S. FIN SVC ETF | 237K | 2K | FINANCIAL ARCHITECTS |
| ISHARES TR | U.S. MED DVC ETF | 530K | 9K | FINANCIAL ARCHITECTS |
| ISHARES TR | U.S. TECH ETF | 1M | 10K | FINANCIAL ARCHITECTS |
| ISHARES TR | USD GRN BOND ETF | 687K | 15K | FINANCIAL ARCHITECTS |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 20M | 354K | FINANCIAL ARCHITECTS |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 8M | 160K | FINANCIAL ARCHITECTS |
| JOHNSON & JOHNSON | COM | 8M | 45K | FINANCIAL ARCHITECTS |
| JPMORGAN CHASE & CO | ALERIAN ML ETN | 282K | 12K | FINANCIAL ARCHITECTS |
| JPMORGAN CHASE & CO | COM | 2M | 17K | FINANCIAL ARCHITECTS |
| KRANESHARES TR | QUADRTC INT RT | 295K | 14K | FINANCIAL ARCHITECTS |
| L3HARRIS TECHNOLOGIES INC | COM | 377K | 2K | FINANCIAL ARCHITECTS |
| LABORATORY CORP AMER HLDGS | COM NEW | 412K | 2K | FINANCIAL ARCHITECTS |
| LATCH INC | COM | 2M | 2M | FINANCIAL ARCHITECTS |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 9M | 333K | FINANCIAL ARCHITECTS |
| LIFESTANCE HEALTH GROUP INC | COM | 235K | 26K | FINANCIAL ARCHITECTS |
| LILLY ELI & CO | COM | 926K | 2K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| LOCKHEED MARTIN CORP | COM | 573K | 1K | FINANCIAL ARCHITECTS |
| LOWES COS INC | COM | 550K | 2K | FINANCIAL ARCHITECTS |
| MARKEL GROUP INC | COM | 257K | 186 | FINANCIAL ARCHITECTS |
| MARRIOTT INTL INC NEW | CL A | 227K | 1K | FINANCIAL ARCHITECTS |
| MASTERCARD INCORPORATED | CL A | 918K | 2K | FINANCIAL ARCHITECTS |
| MCDONALDS CORP | COM | 1M | 4K | FINANCIAL ARCHITECTS |
| MERCK & CO INC | COM | 2M | 15K | FINANCIAL ARCHITECTS |
| META PLATFORMS INC | CL A | 4M | 14K | FINANCIAL ARCHITECTS |
| METTLER TOLEDO INTERNATIONAL | COM | 1M | 1K | FINANCIAL ARCHITECTS |
| MFS GOVT MKTS INCOME TR | SH BEN INT | 48K | 15K | FINANCIAL ARCHITECTS |
| MICROSOFT CORP | COM | 22M | 64K | FINANCIAL ARCHITECTS |
| MIDDLESEX WTR CO | COM | 1M | 17K | FINANCIAL ARCHITECTS |
| MONDELEZ INTL INC | CL A | 611K | 8K | FINANCIAL ARCHITECTS |
| MONGODB INC | CL A | 4M | 10K | FINANCIAL ARCHITECTS |
| MOTOROLA SOLUTIONS INC | COM NEW | 291K | 991 | FINANCIAL ARCHITECTS |
| NATIONAL GRID PLC | SPONSORED ADR NE | 453K | 7K | FINANCIAL ARCHITECTS |
| NETFLIX INC | COM | 433K | 982 | FINANCIAL ARCHITECTS |
| NEXTERA ENERGY INC | COM | 1M | 19K | FINANCIAL ARCHITECTS |
| NIKE INC | CL B | 1M | 11K | FINANCIAL ARCHITECTS |
| NOVARTIS AG | SPONSORED ADR | 876K | 9K | FINANCIAL ARCHITECTS |
| NOVO-NORDISK A S | ADR | 490K | 3K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | ESG LARGE CAP | 300K | 8K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG EMRGN | 609K | 22K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG INTL | 1M | 36K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG LRGCP | 1M | 19K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG LRGVL | 904K | 26K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG SMLCP | 723K | 20K | FINANCIAL ARCHITECTS |
| NUSHARES ETF TR | NUVEEN ESG US | 2M | 78K | FINANCIAL ARCHITECTS |
| NVIDIA CORPORATION | COM | 2M | 4K | FINANCIAL ARCHITECTS |
| OPENDOOR TECHNOLOGIES INC | COM | 804K | 200K | FINANCIAL ARCHITECTS |
| OPKO HEALTH INC | COM | 73K | 34K | FINANCIAL ARCHITECTS |
| ORACLE CORP | COM | 1M | 10K | FINANCIAL ARCHITECTS |
| PACCAR INC | COM | 777K | 9K | FINANCIAL ARCHITECTS |
| PACER FDS TR | LUNT LRG CP ALTR | 799K | 21K | FINANCIAL ARCHITECTS |
| PACER FDS TR | PACER US SMALL | 827K | 20K | FINANCIAL ARCHITECTS |
| PACER FDS TR | SWAN SOS FD OF | 2M | 97K | FINANCIAL ARCHITECTS |
| PACER FDS TR | US CASH COWS 100 | 11M | 233K | FINANCIAL ARCHITECTS |
| PALANTIR TECHNOLOGIES INC | CL A | 3M | 201K | FINANCIAL ARCHITECTS |
| PALO ALTO NETWORKS INC | COM | 630K | 2K | FINANCIAL ARCHITECTS |
| PEPSICO INC | COM | 6M | 33K | FINANCIAL ARCHITECTS |
| PFIZER INC | COM | 809K | 22K | FINANCIAL ARCHITECTS |
| PHILIP MORRIS INTL INC | COM | 441K | 5K | FINANCIAL ARCHITECTS |
| PNC FINL SVCS GROUP INC | COM | 559K | 4K | FINANCIAL ARCHITECTS |
| PPL CORP | COM | 705K | 27K | FINANCIAL ARCHITECTS |
| PROCTER AND GAMBLE CO | COM | 1M | 8K | FINANCIAL ARCHITECTS |
| PROGRESSIVE CORP | COM | 2M | 16K | FINANCIAL ARCHITECTS |
| PROSHARES TR | PET CARE ETF | 354K | 7K | FINANCIAL ARCHITECTS |
| PUBLIC SVC ENTERPRISE GRP IN | COM | 760K | 12K | FINANCIAL ARCHITECTS |
| QUALCOMM INC | COM | 1M | 12K | FINANCIAL ARCHITECTS |
| QUANTA SVCS INC | COM | 467K | 2K | FINANCIAL ARCHITECTS |
| RAYTHEON TECHNOLOGIES CORP | COM | 442K | 5K | FINANCIAL ARCHITECTS |
| RENAISSANCERE HLDGS LTD | COM | 373K | 2K | FINANCIAL ARCHITECTS |
| REPUBLIC FIRST BANCORP INC | COM | 16K | 18K | FINANCIAL ARCHITECTS |
| SALESFORCE INC | COM | 959K | 5K | FINANCIAL ARCHITECTS |
| SCHOLASTIC CORP | COM | 276K | 7K | FINANCIAL ARCHITECTS |
| SCHWAB CHARLES CORP | COM | 347K | 6K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | 1 5YR CORP BD | 4M | 92K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1M | 41K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | INTERNL DIVID | 4M | 152K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 10M | 271K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SCHWAB FDT US LG | 7M | 118K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 2M | 41K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 240K | 9K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 883K | 27K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 512K | 15K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | SHT TM US TRES | 2M | 36K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 12M | 267K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 27M | 515K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 24M | 337K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 5M | 60K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2M | 35K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1M | 20K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 7M | 105K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 670K | 15K | FINANCIAL ARCHITECTS |
| SCHWAB STRATEGIC TR | US TIPS ETF | 504K | 10K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | FINANCIAL | 2M | 62K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI CONS DISCR | 587K | 3K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI CONS STPLS | 466K | 6K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | 1M | 10K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI INT-INDS | 2M | 20K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | 1M | 21K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | SBI MATERIALS | 261K | 3K | FINANCIAL ARCHITECTS |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 13M | 74K | FINANCIAL ARCHITECTS |
| SERVICENOW INC | COM | 365K | 649 | FINANCIAL ARCHITECTS |
| SNOWFLAKE INC | CL A | 5M | 31K | FINANCIAL ARCHITECTS |
| SOUTHERN CO | COM | 307K | 4K | FINANCIAL ARCHITECTS |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 1M | 3K | FINANCIAL ARCHITECTS |
| SPDR GOLD TR | GOLD SHS | 6M | 36K | FINANCIAL ARCHITECTS |
| SPDR S&P 500 ETF TR | TR UNIT | 2M | 5K | FINANCIAL ARCHITECTS |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 2M | 4K | FINANCIAL ARCHITECTS |
| SPDR SER TR | BBG CONV SEC ETF | 3M | 43K | FINANCIAL ARCHITECTS |
| SPDR SER TR | BLOOMBERG 1-3 MO | 449K | 5K | FINANCIAL ARCHITECTS |
| SPDR SER TR | BLOOMBERG 3-12 M | 246K | 2K | FINANCIAL ARCHITECTS |
| SPDR SER TR | BLOOMBERG INVT | 4M | 140K | FINANCIAL ARCHITECTS |
| SPDR SER TR | S&P DIVID ETF | 455K | 4K | FINANCIAL ARCHITECTS |
| SPDR SER TR | SSGA US LRG ETF | 272K | 2K | FINANCIAL ARCHITECTS |
| SSGA ACTIVE ETF TR | BLACKSTONE SENR | 3M | 82K | FINANCIAL ARCHITECTS |
| SSGA ACTIVE ETF TR | ULT SHT TRM BD | 298K | 7K | FINANCIAL ARCHITECTS |
| STARBUCKS CORP | COM | 290K | 3K | FINANCIAL ARCHITECTS |
| STRATEGY SHS | DAY HAGAN NED | 844K | 24K | FINANCIAL ARCHITECTS |
| STRATEGY SHS | NS 7HANDL IDX | 581K | 29K | FINANCIAL ARCHITECTS |
| SYNCHRONOSS TECHNOLOGIES INC | COM | 33K | 35K | FINANCIAL ARCHITECTS |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 494K | 5K | FINANCIAL ARCHITECTS |
| TARGET CORP | COM | 228K | 2K | FINANCIAL ARCHITECTS |
| TESLA INC | COM | 19M | 72K | FINANCIAL ARCHITECTS |
| TETRA TECH INC NEW | COM | 204K | 1K | FINANCIAL ARCHITECTS |
| THE CIGNA GROUP | COM | 254K | 905 | FINANCIAL ARCHITECTS |
| THERMO FISHER SCIENTIFIC INC | COM | 375K | 719 | FINANCIAL ARCHITECTS |
| TIDAL ETF TR | LEATHERBACK LNG | 2M | 77K | FINANCIAL ARCHITECTS |
| TJX COS INC NEW | COM | 386K | 5K | FINANCIAL ARCHITECTS |
| T-MOBILE US INC | COM | 285K | 2K | FINANCIAL ARCHITECTS |
| TORONTO DOMINION BK ONT | COM NEW | 329K | 5K | FINANCIAL ARCHITECTS |
| TWILIO INC | CL A | 636K | 10K | FINANCIAL ARCHITECTS |
| UNILEVER PLC | SPON ADR NEW | 212K | 4K | FINANCIAL ARCHITECTS |
| UNION PAC CORP | COM | 671K | 3K | FINANCIAL ARCHITECTS |
| UNITED PARCEL SERVICE INC | CL B | 1M | 8K | FINANCIAL ARCHITECTS |
| UNITEDHEALTH GROUP INC | COM | 501K | 1K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| VANGUARD BD INDEX FDS | INTERMED TERM | 2M | 31K | FINANCIAL ARCHITECTS |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 1M | 16K | FINANCIAL ARCHITECTS |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 803K | 11K | FINANCIAL ARCHITECTS |
| VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 2M | 37K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | GROWTH ETF | 7M | 25K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 921K | 7K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | MID CAP ETF | 2M | 8K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1M | 3K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | SM CP VAL ETF | 1M | 9K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | SMALL CP ETF | 360K | 2K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3M | 12K | FINANCIAL ARCHITECTS |
| VANGUARD INDEX FDS | VALUE ETF | 2M | 12K | FINANCIAL ARCHITECTS |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 1M | 20K | FINANCIAL ARCHITECTS,FINANCIAL ARCHITECTS |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 256K | 3K | FINANCIAL ARCHITECTS |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 9M | 186K | FINANCIAL ARCHITECTS |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 225K | 4K | FINANCIAL ARCHITECTS |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 243K | 3K | FINANCIAL ARCHITECTS |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 13M | 172K | FINANCIAL ARCHITECTS |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 6M | 36K | FINANCIAL ARCHITECTS |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 2M | 39K | FINANCIAL ARCHITECTS |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 14M | 135K | FINANCIAL ARCHITECTS |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 5M | 76K | FINANCIAL ARCHITECTS |
| VANGUARD WORLD FD | ESG INTL STK ETF | 1M | 24K | FINANCIAL ARCHITECTS |
| VANGUARD WORLD FD | ESG US STK ETF | 1M | 18K | FINANCIAL ARCHITECTS |
| VANGUARD WORLD FDS | HEALTH CAR ETF | 258K | 1K | FINANCIAL ARCHITECTS |
| VANGUARD WORLD FDS | INF TECH ETF | 276K | 625 | FINANCIAL ARCHITECTS |
| VERIZON COMMUNICATIONS INC | COM | 1M | 37K | FINANCIAL ARCHITECTS,PARAMETRICS |
| VISA INC | COM CL A | 4M | 15K | FINANCIAL ARCHITECTS |
| VISTRA CORP | COM | 481K | 18K | FINANCIAL ARCHITECTS |
| WALMART INC | COM | 1M | 7K | FINANCIAL ARCHITECTS |
| ZOOM VIDEO COMMUNICATIONS IN | CL A | 1M | 18K | FINANCIAL ARCHITECTS |