Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 35 $46.2K 0.01% -1,540 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 35 $46K 0.03% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 33 $43.6K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 33 $43.6K <0.01% -5,595 13F-HR/A Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 32 $43.5K 0.02% 0 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 32 $42.3K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $42.3K 0.03% -14 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 32 $42.3K 0.38% -17 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 32 $42.3K 0.04% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 31 $41.4K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 31 $40.9K 0.01% new 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 31 $40.9K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 31 $40.9K 0.03% +4 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 31 $40.9K 0.03% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 26 $40.7K <0.01% +16 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 30 $39.6K <0.01% +3 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 30 $39.6K 0.03% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 30 $39.6K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 29 $38.8K 0.02% new 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 29 $38.5K 0.02% -118 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 29 $38.3K 0.03% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 29 $37.6K <0.01% new 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 28 $37K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 28 $37K 0.01% -4 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 27 $35.8K 0.02% -15 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 26 $34.3K 0.02% +7 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 26 $34.3K 0.03% +2 13F-HR/A Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 26 $34.1K 0.01% +5 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 26 $34.1K 0.01% +10 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 25 $33K 0.01% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 25 $33K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 24 $31.7K 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 24 $31.7K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 23 $30.4K <0.01% -102 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 23 $30.4K <0.01% +1 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 22 $29.2K 0.02% -4 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 22 $29.1K 0.01% +3 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 22 $29.1K <0.01% -664 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 22 $29.1K 0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 22 $29.1K 0.01% +5 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 21 $27.7K 0.01% +11 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 21 $27.7K 0.02% 0 13F-HR Timeline RETIREMITTEN FINANCIAL LLC More: the full row for RETIREMITTEN FINANCIAL LLC 21 $27.7K 0.01% 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 20 $26.4K <0.01% 0 13F-HR Timeline Group Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 20 $26.4K 0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 20 $26.4K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 20 $26.4K <0.01% +10 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 20 $26.4K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 20 $26.4K 0.01% 0 13F-HR Timeline Group Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 20 $26.4K 0.02% +1 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 19 $25.1K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 19 $25.1K 0.01% +3 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 19 $25.1K <0.01% +1 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 17 $22.7K <0.01% +3 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 17 $22.5K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 17 $22.5K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 16 $21.1K <0.01% -5 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 16 $21.1K 0.01% +11 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 16 $21.1K <0.01% 0 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 16 $21.1K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 15 $19.8K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 15 $19.8K <0.01% +5 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 15 $19.8K 0.01% -2 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 15 $19.8K 0.01% new 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 15 $19.8K <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $19.5K <0.01% +4 13F-HR Timeline Asset Management One Co., Ltd. More: the full row for Asset Management One Co., Ltd. 14 $18.5K <0.01% -4 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 14 $18.5K 0.01% new 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 14 $18K <0.01% 0 13F-HR/A Timeline Financial Life Planners More: the full row for Financial Life Planners 13 $17.3K 0.01% new 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 13 $17.2K 0.01% 0 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 13 $17.2K 0.01% 0 13F-HR Timeline NFJ INVESTMENT GROUP, LLC More: the full row for NFJ INVESTMENT GROUP, LLC 12 $15.8K <0.01% -5 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 12 $15.8K 0.01% new 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 12 $15.8K <0.01% new 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 12 $15.8K <0.01% 0 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 11 $15K <0.01% 0 13F-HR Timeline Group MASECO LLP More: the full row for MASECO LLP 11 $14.6K <0.01% -32 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 11 $14.5K 0.01% +6 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 11 $14.5K 0.01% -10,688 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 10 $14.4K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 10 $13.2K 0.01% 0 13F-HR Timeline True Link Financial Advisors, LLC More: the full row for True Link Financial Advisors, LLC 10 $13.2K <0.01% new 13F-HR/A Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 10 $13.2K 0.01% new 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 10 $13.2K 0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $13.2K <0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 10 $13.2K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 10 $13.2K 0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10 $13.2K 0.01% 0 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 10 $13.2K 0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 10 $13.2K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 9 $11.9K <0.01% +5 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 9 $11.9K <0.01% 0 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 8 $10.9K <0.01% new 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 8 $10.6K 0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 8 $10.6K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 8 $10.6K <0.01% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 8 $10.6K 0.01% -7 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 8 $10.6K 0.01% new 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 8 $10.6K 0.01% +2 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 7 $9.25K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 7 $9.25K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. JNBA Financial Advisors More: the full row for JNBA Financial Advisors 7 $9.25K <0.01% +2 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 7 $9.25K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $9.25K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 7 $9.25K <0.01% 0 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 7 $9.25K <0.01% new 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 7 $9.25K <0.01% 0 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 7 $9.25K <0.01% 0 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 6 $7.92K <0.01% -6 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6 $7.92K <0.01% -4 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 6 $7.92K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 6 $7.92K <0.01% 0 13F-HR Timeline BAYBAN More: the full row for BAYBAN 6 $7.92K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 6 $7.92K 0.01% +4 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 6 $7.92K 0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 6 $7.92K <0.01% 0 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 7 $7.49K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 5 $7.05K 0.24% -3 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 5 $7.05K <0.01% new 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 5 $6.69K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 5 $6.67K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 5 $6.61K <0.01% -20 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 5 $6.6K <0.01% +1 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 5 $6.6K <0.01% -2 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 5 $6.6K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 4 $5.28K <0.01% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 4 $5.28K <0.01% 0 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 4 $5.28K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 4 $5.28K <0.01% 0 13F-HR Timeline Ninepoint Partners LP More: the full row for Ninepoint Partners LP 4 $5.28K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 4 $5.28K <0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 4 $5.28K <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 4 $5.28K <0.01% 0 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 4 $5.28K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 4 $5.28K 0.04% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 4 $5.28K <0.01% -822 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 4 $5K <0.01% -2 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 4 $5K <0.01% 0 13F-HR Timeline Inspire Investing, LLC in group Inspire Investing, LLC More: the full row for Inspire Investing, LLC 3 $4.53K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 3 $3.97K <0.01% 0 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 3 $3.96K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 3 $3.96K <0.01% 0 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 3 $3.96K <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 3 $3.96K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $3.96K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 3 $3.96K <0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 3 $3.96K <0.01% 0 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3 $3.95K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 2 $2.64K <0.01% -2 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2 $2.64K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2 $2.64K <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 2 $2.64K <0.01% 0 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $2.55K <0.01% 0 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1 $1.32K <0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1 $1.32K <0.01% 0 13F-HR/A Timeline Trust Co More: the full row for Trust Co 1 $1.32K <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $1.32K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 1 $1.32K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $1.32K <0.01% -8 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 1 $1.32K 0.01% -13 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $1.32K <0.01% new 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 1 $1.32K <0.01% new 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1 $1.32K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. LM Advisors LLC More: the full row for LM Advisors LLC 1,306 $989 +332 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.