SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 690 $20.9K 0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 700 $20.4K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 674 $20.4K 0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 666 $20.2K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 20,166 $20.2K 0.03% +16,100 13F-HR/A Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 643 $20.1K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 658 $19.9K <0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 650 $19.7K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 620 $18.8K 0.02% -309 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 592 $17.9K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 591 $17.9K <0.01% +29 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 575 $17.6K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 576 $17.4K <0.01% +181 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 523 $15.8K <0.01% +146 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 508 $15K <0.01% +162 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 500 $15K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 647 $14.1K <0.01% +100 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 450 $13.6K <0.01% -15 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 446 $13.5K <0.01% -30 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 440 $13K <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 587 $12.8K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 405 $12.3K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $12.1K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $12.1K 0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 383 $11.9K 0.01% +2 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 386 $11.7K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 376 $11.4K <0.01% +2 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 372 $11.3K <0.01% +25 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 371 $11.2K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 379 $11K <0.01% +203 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 358 $10.8K <0.01% new 13F-HR/A Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 345 $10.4K <0.01% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 435 $10.3K <0.01% -40 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 338 $10.2K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 360 $10K <0.01% -8 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 320 $9.69K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 315 $9.54K <0.01% +249 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 305 $9.23K <0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $9K <0.01% +10 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 294 $8.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 291 $8.83K <0.01% -1 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 290 $8.78K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 282 $8.54K <0.01% -38 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 271 $8.21K <0.01% -8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 280 $8K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 279 $8K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 261 $7.9K <0.01% +40 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 252 $7.63K 0.01% -45 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 245 $7.42K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 241 $7.3K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 240 $7.27K <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 228 $7.12K <0.01% new 13F-HR Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 234 $7.09K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 232 $7.03K <0.01% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 230 $6.96K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 229 $6.94K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 225 $6.81K <0.01% -325 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 219 $6.63K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 212 $6.63K <0.01% +98 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 212 $6.47K <0.01% -208 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 211 $6.39K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 201 $6.12K <0.01% +10 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $6.06K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 200 $6.06K <0.01% 0 13F-HR Timeline Group NewSquare Capital LLC More: the full row for NewSquare Capital LLC 200 $6.06K <0.01% +46 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $6.06K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $6.06K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $6.06K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 208 $6K <0.01% -613 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 193 $5.84K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 243 $5.83K <0.01% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 190 $5.75K <0.01% new 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 180 $5.45K <0.01% -50 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 178 $5.39K <0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 175 $5.32K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 175 $5.32K <0.01% -249 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 175 $5.3K <0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 169 $5.12K -6,226 Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 159 $4.83K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 159 $4.82K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 156 $4.71K <0.01% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $4.57K <0.01% 0 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 200 $4.5K <0.01% -16 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 141 $4.27K <0.01% -59 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 135 $4.1K <0.01% -89 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $3.91K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 123 $3.73K <0.01% +65 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 121 $3.66K <0.01% +87 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 116 $3.51K <0.01% 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $3.51K 0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 111 $3.35K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 110 $3.33K <0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $3.33K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $3.3K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 108 $3.26K <0.01% -25 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $3.03K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $3.03K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $3K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 96 $2.91K <0.01% +48 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 91 $2.75K <0.01% -204 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 91 $2.75K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 87 $2.65K <0.01% -183 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 86 $2.6K <0.01% -596 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 82 $2.48K <0.01% -918 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 75 $2.27K <0.01% -724 13F-HR Timeline CNB Bank More: the full row for CNB Bank 75 $2.27K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 74 $2.24K <0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 67 $2.03K <0.01% -34 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 67 $2.02K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 69 $2K <0.01% +13 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 54 $1.64K <0.01% -279 13F-HR Timeline Group BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 52 $1.57K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $1.52K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 50 $1.51K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 50 $1.51K <0.01% +1 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 46 $1.39K <0.01% -3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 45 $1.37K <0.01% -73 13F-HR Timeline Trust Co More: the full row for Trust Co 43 $1.3K <0.01% 0 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 40 $1.21K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 40 $1.21K <0.01% -2,838 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 39 $1.19K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37 $1.12K <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 64 $1K <0.01% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 33 $999 <0.01% -2,244 13F-HR Timeline Group Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 32 $969 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 32 $969 <0.01% -7 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 32 $969 <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31 $939 <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 31 $939 <0.01% new 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 30 $914 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $909 <0.01% -10 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 29 $878 <0.01% -1,808 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 29 $878 -39,871 Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $777 <0.01% +3 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $757 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 25 $757 <0.01% +2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 23 $699 <0.01% +11 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 23 $697 <0.01% +7 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 22 $666 <0.01% +2 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 22 $666 <0.01% new 13F-HR/A Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 21 $648 <0.01% -76 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 21 $636 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 20 $609 <0.01% -233 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 20 $606 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 20 $606 <0.01% -24 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $606 0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 19 $575 <0.01% +11 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 18 $545 <0.01% +10 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 16 $513 <0.01% -119 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 16 $484 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 16 $484 <0.01% -118 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 16 $484 <0.01% -619 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 14 $424 <0.01% +12 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 13 $394 <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $363 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 10 $303 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 9 $273 <0.01% +1 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 750 $227 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 5 $151 <0.01% -15 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 1 $30 <0.01% 0 13F-HR Timeline 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.