DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 61 $8.49K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 60 $8.35K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 59 $8.21K <0.01% 0 13F-HR/A Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 59 $8.21K 0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 58 $8.07K <0.01% +22 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 56 $7.79K 0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 55 $7.65K <0.01% +2 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 54 $7.56K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 54 $7.51K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 53 $7.44K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 51 $7.27K <0.01% +31 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 50 $6.96K <0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 50 $6.96K 0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46 $6.4K <0.01% +42 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 43 $5.98K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 43 $5.98K <0.01% -15 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 42 $5.85K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 42 $5.84K <0.01% new 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 40 $5.56K <0.01% 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 36 $5.01K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 42 $5K <0.01% +20 13F-HR/A Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 35 $5K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 35 $4.87K <0.01% -31 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 35 $4.87K <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 34 $4.73K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 33 $4.7K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 33 $4.59K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 32 $4.45K <0.01% new 13F-HR Timeline Group ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 30 $4.17K <0.01% -10 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 30 $4.17K <0.01% -25 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 29 $4.04K <0.01% +2 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 29 $4.03K <0.01% +3 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 27 $3.76K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 26 $3.62K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 26 $3.62K <0.01% +10 13F-HR/A Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 25 $3.48K <0.01% 0 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 $3.48K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $3.41K <0.01% -4 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 24 $3.34K <0.01% +18 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 23 $3.2K <0.01% -4 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 23 $3.17K <0.01% +15 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 22 $3.06K <0.01% 0 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 22 $3.06K <0.01% -14 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 21 $2.88K <0.01% -94 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 20 $2.78K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 19 $2.69K <0.01% -1 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 19 $2.64K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 19 $2.64K <0.01% +16 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 18 $2.52K <0.01% 0 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 18 $2.5K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 18 $2.5K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 18 $2.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 15 $2.2K <0.01% -30 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 15 $2.09K <0.01% 13F-HR Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 14 $1.96K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $1.81K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 12 $1.67K <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 12 $1.67K <0.01% +10 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 11 $1.53K <0.01% -40,000 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 11 $1.53K <0.01% -3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.53K <0.01% +3 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.42K <0.01% -2 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 10 $1.39K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 10 $1.39K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $1.25K <0.01% +7 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 8 $1.11K <0.01% new 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 8 $1.11K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 8 $1.11K <0.01% +3 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 8 $1.11K <0.01% new 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 7 $974 <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $974 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 7 $974 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 6 $835 <0.01% new 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 6 $835 <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 4 $599 <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 4 $556 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $556 <0.01% +2 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 3 $348 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1 $178 <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1 $143 <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1 $141 <0.01% -2 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1 $110 <0.01% 0 13F-HR Timeline Group 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.