BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 11,387 $230K <0.01% new 13F-HR Timeline Group MBL Wealth, LLC More: the full row for MBL Wealth, LLC 11,316 $229K 0.02% -4,000 13F-HR Timeline Annex Advisory Services, LLC More: the full row for Annex Advisory Services, LLC 11,300 $229K <0.01% +1,231 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 12,723 $228K 0.03% +823 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 11,261 $228K 0.22% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,239 $227K <0.01% +30 13F-HR Timeline FIDUCIARY FAMILY OFFICE, LLC More: the full row for FIDUCIARY FAMILY OFFICE, LLC 11,186 $226K 0.07% 0 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 11,159 $226K 0.01% 0 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 11,118 $225K 0.18% new 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 11,100 $225K 0.04% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Alpha Omega Wealth Management LLC More: the full row for Alpha Omega Wealth Management LLC 11,093 $224K 0.04% +245 13F-HR Timeline Private Advisory Group LLC More: the full row for Private Advisory Group LLC 11,041 $223K 0.02% new 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 11,028 $223K 0.07% 0 13F-HR Timeline CLIFTONLARSONALLEN WEALTH ADVISORS, LLC More: the full row for CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 10,955 $222K <0.01% new 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 10,955 $222K 0.01% 0 13F-HR Timeline 5T Wealth, LLC More: the full row for 5T Wealth, LLC 10,893 $220K 0.09% -2,151 13F-HR Timeline Banco Santander, S.A. in group Banco Santander, S.A. More: the full row for Banco Santander, S.A. 10,779 $218K <0.01% 0 13F-HR Timeline Group CWA Asset Management Group, LLC More: the full row for CWA Asset Management Group, LLC 10,772 $218K 0.01% -8,546 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 10,723 $217K 0.2% 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 10,678 $216K 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 10,695 $216K <0.01% -2,541 13F-HR Timeline Group Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 10,585 $214K <0.01% -2,622 13F-HR Timeline FIRST CITIZENS BANK & TRUST CO More: the full row for FIRST CITIZENS BANK & TRUST CO 10,530 $213K <0.01% +532 13F-HR Timeline Sterling Investment Counsel, LLC More: the full row for Sterling Investment Counsel, LLC 9,663 $212K 0.06% new 13F-HR Timeline TRANSCEND CAPITAL ADVISORS, LLC More: the full row for TRANSCEND CAPITAL ADVISORS, LLC 10,424 $211K 0.02% -2,402 13F-HR Timeline KLCM Advisors, Inc. More: the full row for KLCM Advisors, Inc. 10,370 $210K 0.02% 0 13F-HR Timeline BURLING WEALTH PARTNERS, LLC More: the full row for BURLING WEALTH PARTNERS, LLC 10,287 $208K 0.03% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 10,262 $208K 0.01% -1,863 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 10,244 $207K 0.01% -273 13F-HR Timeline Callahan Advisors, LLC More: the full row for Callahan Advisors, LLC 10,200 $206K 0.02% -3,000 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 10,100 $204K 0.04% +9,700 13F-HR Timeline Forvis Mazars Wealth Advisors, LLC More: the full row for Forvis Mazars Wealth Advisors, LLC 10,019 $203K <0.01% new 13F-HR Timeline ELCO Management Co., LLC More: the full row for ELCO Management Co., LLC 10,013 $203K 0.13% -100 13F-HR Timeline Madison Park Capital Advisors, LLC More: the full row for Madison Park Capital Advisors, LLC 10,000 $202K 0.16% 0 13F-HR Timeline Astoria Portfolio Advisors LLC. More: the full row for Astoria Portfolio Advisors LLC. 10,616 $202K 0.05% +592 13F-HR Timeline True North Advisors, LLC More: the full row for True North Advisors, LLC 9,978 $202K 0.03% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 9,950 $201K 0.07% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 9,876 $200K 0.05% -25,908 13F-HR Timeline Hyposwiss Advisors SA More: the full row for Hyposwiss Advisors SA 9,760 $197K 0.19% 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 9,672 $196K <0.01% +7,946 13F-HR Timeline Camelot Portfolios, LLC More: the full row for Camelot Portfolios, LLC 9,135 $185K 0.11% -1,011 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 8,123 $164K 0.07% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 7,700 $156K 0.09% +144 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 7,700 $156K 0.01% +400 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 7,605 $154K 0.15% 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 7,142 $144K 0.02% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 6,828 $138K <0.01% -576 13F-HR Timeline Group Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 112,977 $132K <0.01% +10,200 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 6,161 $125K 0.01% -400 13F-HR Timeline Titiun Yejiel More: the full row for Titiun Yejiel 6,000 $121K 0.15% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 5,657 $114K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 5,637 $114K <0.01% -12,989 13F-HR Timeline VAUGHAN NELSON INVESTMENT MANAGEMENT, L… More: the full row for VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 5,625 $114K <0.01% -10,325 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 5,500 $111K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 5,437 $110K 0.01% +64 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 5,174 $105K 0.16% -6,098 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 4,856 $98.2K 0.04% 0 13F-HR Timeline Group Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4,830 $97.7K 0.03% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 4,630 $93.7K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 4,600 $93.1K 0.04% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 4,524 $91.5K 0.01% 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 4,244 $85.9K 0.03% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 4,205 $85.1K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 4,193 $84.8K 0.03% +2,524 13F-HR Timeline Mirae Asset Global Investments Co., Ltd. in group Mirae Asset Global Investment… More: the full row for Mirae Asset Global Investments Co., Ltd. 4,160 $84.2K <0.01% new 13F-HR Timeline Group Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 4,156 $84.1K 0.03% +96 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 4,128 $83.5K 0.01% +1,240 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 4,034 $81.6K <0.01% +728 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 3,673 $74.3K 0.01% +39 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 3,638 $73.6K -400 Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3,500 $70.8K <0.01% 0 13F-HR Timeline Group Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 3,500 $70.8K <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 3,500 $70.8K 0.06% -13,425 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 3,363 $68K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 3,400 $68K 0.02% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 3,302 $66.8K 0.02% -1,000 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 3,482 $65.6K 0.09% +80 13F-HR/A Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 3,190 $64.5K <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3,100 $62.7K 0.06% 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 3,068 $62.1K 0.06% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 3,041 $61.5K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 2,825 $57.1K 0.02% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,799 $56.6K <0.01% -151 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 2,700 $54.6K 0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 2,600 $52.6K 0.02% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 2,530 $51.2K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,520 $51K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 2,446 $49.5K 0.01% +1,000 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,399 $48.5K 0.01% +56 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,369 $48K <0.01% +1,603 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 2,300 $47K 0.02% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 2,271 $45.9K <0.01% +1,938 13F-HR Timeline Group Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 2,257 $45.7K 0.01% new 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 2,164 $43.8K 0.02% 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 2,063 $41.7K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 2,063 $41.7K <0.01% 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 2,000 $40.5K <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,908 $38.6K <0.01% -1,000 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,903 $38.5K 0.02% +44 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 1,835 $37.1K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 1,822 $36.9K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,800 $36.4K <0.01% -2,300 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 1,778 $36K <0.01% 0 13F-HR Timeline Group Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 1,725 $34.9K 0.03% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,700 $34.4K 0.02% 0 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 1,650 $33.4K <0.01% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,650 $33.4K 0.02% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,631 $33K 0.01% +384 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1,624 $32.9K 0.02% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 1,546 $31.3K <0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 1,433 $29K <0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,415 $28.6K <0.01% +33 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,403 $28.4K 0.01% +33 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 1,524 $28.4K 0.02% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,380 $28K <0.01% -17,180 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,340 $27.1K <0.01% +28 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1,330 $26.9K 0.01% 0 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 1,301 $26.4K 0.03% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,242 $25.1K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 1,222 $24.7K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 1,217 $24.6K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,202 $24.3K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 1,150 $23.3K <0.01% -75 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 1,120 $23.2K <0.01% 0 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 1,160 $23K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 1,150 $23K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,140 $23K <0.01% +40 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 1,110 $22.5K 0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 1,106 $22.4K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,100 $22.3K 0.01% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 1,099 $22.2K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1,078 $21.8K <0.01% +25 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,043 $21.1K <0.01% -977 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 1,039 $21K 0.02% -500 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,000 $20.2K <0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 1,000 $20.2K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 1,000 $20.2K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,000 $20.2K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 988 $20K <0.01% -5,477 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 957 $19.4K <0.01% -8,109 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 936 $18.9K 0.01% -828 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 900 $18.2K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 886 $17.9K <0.01% 0 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 835 $16.9K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 807 $16.3K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 769 $15.6K <0.01% -860 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 731 $14.8K <0.01% -13,484 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 728 $14.7K <0.01% 0 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 726 $14.7K 0.02% +16 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 719 $14.5K <0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 709 $14.3K <0.01% +677 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 700 $14.2K <0.01% -400 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 700 $14.2K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 700 $14.2K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 689 $13.9K <0.01% 0 13F-HR Timeline Reflection Asset Management More: the full row for Reflection Asset Management 671 $13.6K 0.01% 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 652 $13.2K <0.01% new 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 638 $12.9K <0.01% 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 600 $12.1K <0.01% -900 13F-HR Timeline Group Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 610 $12K <0.01% 0 13F-HR Timeline Group HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 543 $11K <0.01% -6,194 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 510 $10.3K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 509 $10.3K <0.01% +11 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 501 $10.1K <0.01% +158 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 482 $9.75K 0.01% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 477 $9.65K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 465 $9.41K 0.01% 0 13F-HR Timeline TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 459 $9.29K <0.01% new 13F-HR Timeline Group Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 458 $9.27K <0.01% 0 13F-HR Timeline FIL Ltd in group FIL Ltd More: the full row for FIL Ltd 456 $9.22K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 440 $8.9K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 429 $8.68K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 428 $8.66K <0.01% -1,372 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 402 $8.13K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 348 $7.04K <0.01% +8 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 329 $6.66K <0.01% 0 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 328 $6.63K <0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 322 $6.51K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 312 $6.31K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $6.07K <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 318 $6K <0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 274 $5.54K <0.01% 0 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 266 $5.38K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 250 $5.06K <0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 270 $5K <0.01% 0 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 238 $4.82K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 230 $4.65K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 210 $4.25K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 200 $4.05K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $4.05K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 220 $4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Avion Wealth More: the full row for Avion Wealth 200 $4K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 192 $3.88K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 190 $3.84K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 190 $3.84K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 189 $3.82K <0.01% 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 188 $3.8K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 180 $3.64K <0.01% -828 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 164 $3.32K <0.01% new 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 161 $3.26K <0.01% -9,899 13F-HR Timeline