Magnus Financial Group LLC More: the full row for Magnus Financial Group LLC 21,790 $108K 0.01% new 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 21,626 $107K <0.01% +6,283 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 21,000 $104K <0.01% new 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 15,053 $103K 0.01% 0 13F-HR Timeline SEEDS INVESTOR LLC More: the full row for SEEDS INVESTOR LLC 20,607 $102K 0.02% +4,958 13F-HR Timeline Independent Advisor Alliance More: the full row for Independent Advisor Alliance 20,404 $101K <0.01% new 13F-HR Timeline Sicart Associates LLC More: the full row for Sicart Associates LLC 20,000 $98.9K 0.03% 0 13F-HR Timeline Centric Wealth Management More: the full row for Centric Wealth Management 22,500 $98.8K 0.02% +7,500 13F-HR Timeline Tradition Wealth Management, LLC More: the full row for Tradition Wealth Management, LLC 19,399 $96K 0.01% 0 13F-HR Timeline GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 19,251 $95.3K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 19,236 $95.1K 0.02% new 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 18,922 $94K 0.01% -51,950 13F-HR Timeline Successful Portfolios LLC More: the full row for Successful Portfolios LLC 18,141 $89.8K 0.05% -1,478 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 17,482 $86.5K 0.01% 0 13F-HR Timeline PFG Investments, LLC More: the full row for PFG Investments, LLC 17,307 $85.7K <0.01% +5 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 16,660 $82.5K 0.01% -4,476 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 16,571 $82K <0.01% +501 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 16,061 $79K <0.01% +5,160 13F-HR Timeline Group Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 15,235 $75.4K 0.01% new 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 15,000 $74.2K 0.03% 0 13F-HR Timeline MIRABELLA FINANCIAL SERVICES LLP More: the full row for MIRABELLA FINANCIAL SERVICES LLP 14,944 $74K 0.01% new 13F-HR/A Timeline Moors & Cabot, Inc. More: the full row for Moors & Cabot, Inc. 14,500 $71.8K <0.01% 0 13F-HR Timeline CoreCommodity Management, LLC More: the full row for CoreCommodity Management, LLC 14,392 $71.2K 0.01% -169,425 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 14,296 $70.7K <0.01% -1,886 13F-HR/A Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 13,005 $64.4K 0.01% +4 13F-HR Timeline FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 12,728 $63K <0.01% new 13F-HR Timeline EAGLE ROCK INVESTMENT COMPANY, LLC More: the full row for EAGLE ROCK INVESTMENT COMPANY, LLC 12,241 $60.6K 0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 12,189 $60.3K 0.02% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 11,903 $58.9K <0.01% +6,903 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 11,502 $56.9K 0.01% -2,795 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 10,799 $56.6K <0.01% new 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 11,221 $55.5K <0.01% +8 13F-HR Timeline Walker Asset Management, LLC More: the full row for Walker Asset Management, LLC 11,200 $55.4K 0.03% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10,700 $53K 0.01% 0 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 24,114 $52.9K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 10,680 $52.8K 0.26% 0 13F-HR Timeline CASTLE WEALTH MANAGEMENT LLC More: the full row for CASTLE WEALTH MANAGEMENT LLC 10,617 $52.6K 0.02% 0 13F-HR Timeline WESBANCO BANK INC More: the full row for WESBANCO BANK INC 10,400 $51.5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 10,000 $49.5K <0.01% new 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 10,000 $49.5K 0.01% 0 13F-HR Timeline Independent Wealth Network Inc. More: the full row for Independent Wealth Network Inc. 10,000 $49.5K 0.02% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 9,750 $48.3K <0.01% 0 13F-HR Timeline Mondrian Investment Partners LTD More: the full row for Mondrian Investment Partners LTD 6,275 $43.2K <0.01% 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 8,000 $39.6K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 7,587 $37.6K <0.01% +30 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 10,000 $36.1K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 6,147 $30.4K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,880 $29.1K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 5,309 $26.3K <0.01% -111,653 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 5,256 $26.2K 0.01% -2,650 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,113 $25.3K <0.01% +1,679 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,760 $18.6K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 3,740 $18.5K 0.01% 0 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,200 $15.8K <0.01% new 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 3,163 $15.7K <0.01% 0 13F-HR Timeline Group Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 2,799 $13.9K <0.01% new 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,400 $11.9K <0.01% new 13F-HR Timeline Group Abound Wealth Management More: the full row for Abound Wealth Management 2,289 $11.3K <0.01% +9 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 2,020 $10K <0.01% +20 13F-HR Timeline Group West Branch Capital LLC More: the full row for West Branch Capital LLC 1,661 $8.22K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,434 $7.1K <0.01% -23,522 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,048 $5.19K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 825 $4.08K <0.01% +774 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 650 $3.22K <0.01% +250 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 611 $3.02K <0.01% -258 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 580 $2.87K <0.01% +260 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 550 $2.72K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 419 $2.07K <0.01% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 400 $1.98K <0.01% new 13F-HR Timeline Group Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 350 $1.73K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 300 $1.49K <0.01% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 259 $1.29K <0.01% new 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 250 $1.24K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 238 $1.18K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 200 $1K <0.01% new 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 200 $990 <0.01% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 160 $792 <0.01% -3,317 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 112 $554 <0.01% -888 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 105 $519 <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 50 $248 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 47 $233 <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 33 $164 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 1 $5 <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 0 $1 <0.01% -49 13F-HR Timeline Amount filed as zero, left out of ratios.