Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 91 $13.4K 0.01% +8 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 90 $13.3K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 90 $13.3K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 89 $13.1K 0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 89 $13.1K <0.01% +18 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 89 $13.1K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 89 $13.1K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 94 $13K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 87 $12.9K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 83 $12.2K 0.01% new 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 82 $12.1K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 80 $11.8K <0.01% 0 13F-HR Timeline Saudi Central Bank More: the full row for Saudi Central Bank 77 $11.4K 0.06% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 76 $11.2K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 76 $11.2K <0.01% -7 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 80 $11K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 75 $11K <0.01% +34 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 75 $11K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 74 $10.9K 0.01% 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 72 $10.6K 0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 70 $10.3K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 66 $9.74K <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 61 $9K <0.01% +60 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $8.85K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 59 $8.7K <0.01% -8 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 58 $8.56K 0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 57 $8.41K <0.01% -18 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 56 $8.26K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 55 $8.11K <0.01% +50 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 55 $8.11K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 54 $7.97K <0.01% +4 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 54 $7.97K <0.01% 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 54 $7.97K 0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 53 $7.84K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 53 $7.82K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 50 $7.38K <0.01% new 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 50 $7.38K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 48 $7.14K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 45 $6.67K <0.01% -4 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 45 $6.67K <0.01% +11 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $6.34K 0.01% new 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 42 $6.16K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 40 $5.9K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 36 $5.31K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 36 $5.31K <0.01% +36 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 36 $5.31K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $5.02K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 35 $5K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 33 $4.91K 0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 33 $4.87K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 33 $4.87K <0.01% +28 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 32 $4.72K <0.01% -59 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 30 $4.43K <0.01% new 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 28 $4.12K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 27 $3.98K <0.01% +19 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 27 $3.98K <0.01% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27 $3.98K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $3.84K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 26 $3.84K <0.01% 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $3.69K <0.01% -1,480 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 25 $3.69K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $3.25K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 20 $2.94K <0.01% -110 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $2.83K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 19 $2.8K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 19 $2.8K <0.01% 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 18 $2.65K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $2.65K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $2.65K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $2.65K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 16 $2.36K <0.01% new 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 16 $2.36K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 16 $2.36K <0.01% +3 13F-HR Timeline Group Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 14 $2.07K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 22 $2K <0.01% 0 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 15 $2K <0.01% new 13F-HR Timeline Group DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.92K <0.01% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 12 $1.8K <0.01% +6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12 $1.77K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10 $1.48K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 8 $1.22K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 8 $1.11K <0.01% +1 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 7 $1.03K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $1K <0.01% 0 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 6 $885 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $790 <0.01% +2 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $737 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $737 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4 $632 <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 5 $623 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 4 $591 <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 3 $443 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 3 $443 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 3 $443 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $369 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $296 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $296 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $295 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $187 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $151 <0.01% -71 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -8,391 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.