JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,866 $284K <0.01% +1,041 13F-HR/A Timeline Group CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,861 $282K <0.01% +54 13F-HR Timeline 111 Capital More: the full row for 111 Capital 2,859 $282K 0.05% -413 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 2,855 $282K 0.05% -6,616 13F-HR Timeline PERSONAL CFO SOLUTIONS, LLC More: the full row for PERSONAL CFO SOLUTIONS, LLC 2,822 $278K 0.06% -222 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 2,789 $275K -23,216 Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,782 $274K 0.01% -86 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 2,773 $274K <0.01% -393 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 2,716 $268K <0.01% -15 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 2,706 $267K <0.01% -65 13F-HR Timeline Group Phraction Management LLC More: the full row for Phraction Management LLC 2,700 $266K 0.09% new 13F-HR Timeline HORIZON KINETICS ASSET MANAGEMENT LLC More: the full row for HORIZON KINETICS ASSET MANAGEMENT LLC 2,665 $263K <0.01% -25 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 2,625 $259K 0.04% +99 13F-HR Timeline Ground Swell Capital, LLC More: the full row for Ground Swell Capital, LLC 2,612 $258K 0.59% new 13F-HR Timeline MONEYWISE, INC. More: the full row for MONEYWISE, INC. 2,586 $255K 0.14% 0 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,584 $255K <0.01% -99,498 13F-HR Timeline MQS Management LLC More: the full row for MQS Management LLC 2,558 $252K 0.14% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,540 $251K <0.01% -69 13F-HR Timeline Group Brown Miller Wealth Management, LLC More: the full row for Brown Miller Wealth Management, LLC 2,516 $248K 0.09% 0 13F-HR Timeline Beacon Financial Advisory LLC More: the full row for Beacon Financial Advisory LLC 2,469 $244K 0.07% 0 13F-HR Timeline Heritage Investment Group, Inc. More: the full row for Heritage Investment Group, Inc. 2,400 $237K 0.04% 0 13F-HR Timeline Western Wealth Management, LLC More: the full row for Western Wealth Management, LLC 2,391 $236K 0.02% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,390 $236K 0.02% +1,532 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,382 $235K 0.02% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 2,375 $234K 0.06% -100 13F-HR Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,356 $232K 0.07% -2,678 13F-HR Timeline HANCOCK WHITNEY CORP More: the full row for HANCOCK WHITNEY CORP 2,354 $232K 0.01% +55 13F-HR Timeline CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,327 $230K <0.01% new 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 2,313 $228K <0.01% +150 13F-HR Timeline Group MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 2,300 $227K 0.06% new 13F-HR Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. More: the full row for Hilltop Holdings Inc. 2,268 $224K 0.01% +110 13F-HR Timeline Group Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 2,255 $223K 0.02% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,253 $222K 0.01% -4,003 13F-HR Timeline Group PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 2,242 $221K 0.31% new 13F-HR Timeline PROFUND ADVISORS LLC More: the full row for PROFUND ADVISORS LLC 2,235 $220K 0.01% -31 13F-HR Timeline Moody Aldrich Partners LLC More: the full row for Moody Aldrich Partners LLC 2,216 $219K 0.05% -3,171 13F-HR Timeline CW Advisors, LLC More: the full row for CW Advisors, LLC 2,204 $218K <0.01% -45 13F-HR Timeline Lincoln Capital LLC More: the full row for Lincoln Capital LLC 2,123 $217K 0.05% +170 13F-HR Timeline Meiji Yasuda Asset Management Co Ltd. in group Meiji Yasuda Life Insurance Co More: the full row for Meiji Yasuda Asset Management Co Ltd. 2,170 $214K 0.01% -79 13F-HR Timeline Group CADINHA & CO LLC More: the full row for CADINHA & CO LLC 2,157 $213K 0.05% -62,184 13F-HR Timeline GATEWAY INVESTMENT ADVISERS LLC More: the full row for GATEWAY INVESTMENT ADVISERS LLC 2,154 $212K <0.01% +121 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,145 $212K 0.03% new 13F-HR Timeline Teza Capital Management LLC More: the full row for Teza Capital Management LLC 2,138 $211K 0.1% new 13F-HR Timeline HERITAGE INVESTORS MANAGEMENT CORP More: the full row for HERITAGE INVESTORS MANAGEMENT CORP 2,104 $208K 0.01% 0 13F-HR Timeline Financial Advocates Investment Manageme… More: the full row for Financial Advocates Investment Management 2,054 $203K 0.01% new 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 2,045 $202K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,160 $201K <0.01% +261 13F-HR Timeline Group Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 1,993 $197K <0.01% +1,367 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 1,990 $196K 0.01% +59 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,938 $191K 0.02% -270 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 1,924 $190K 0.01% -13,092 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,894 $187K 0.01% +54 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,800 $178K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,598 $158K 0.01% -48 13F-HR/A Timeline 10Elms LLP More: the full row for 10Elms LLP 1,506 $149K 0.15% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,408 $139K <0.01% -117 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 1,346 $133K 0.01% +443 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,224 $121K 0.02% -1 13F-HR Timeline Quarry LP More: the full row for Quarry LP 1,214 $120K 0.03% -739 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 1,165 $115K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,000 $109K 0.05% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,093 $108K <0.01% -554 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,042 $103K <0.01% +498 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 1,005 $99.1K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 915 $90.3K <0.01% +408 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 913 $90.1K <0.01% +54 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 877 $86.5K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 848 $83K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 785 $77.4K <0.01% +527 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 763 $72.8K <0.01% 0 13F-HR Timeline Group QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 721 $71.1K <0.01% +286 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 710 $70K <0.01% +189 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 675 $67.8K <0.01% +25 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 632 $63K 0.03% +417 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 614 $60.6K <0.01% -165 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 609 $60.1K 0.01% +373 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 609 $60.1K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 559 $55.1K <0.01% +440 13F-HR Timeline Group Riverview Trust Co More: the full row for Riverview Trust Co 550 $54.3K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 459 $46.2K <0.01% +240 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 447 $44.1K <0.01% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 4,296,184 $43.5K 6.65% -186,255 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 423 $41.7K 0.01% +17 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 399 $39.4K 0.03% -374 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 390 $38.5K 0.01% +100 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 363 $35.8K 0.01% +1 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 354 $34.9K <0.01% +236 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD group of 2 filers holding More: the full row for NOMURA ASSET MANAGEMENT CO LTD 350 $34.5K -12,134 Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 330 $32.6K 0.02% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 320 $31.6K <0.01% -3,700 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 317 $31K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 311 $30.7K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 310 $30.6K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 300 $29.6K 0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 286 $28.2K <0.01% -15 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 279 $27.5K <0.01% +29 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 268 $26.5K <0.01% -3 13F-HR/A Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 263 $26K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 243 $24K <0.01% +34 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 235 $23.2K <0.01% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 227 $23K 0.02% +97 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 228 $22.6K <0.01% -2 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 222 $22K <0.01% 0 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 220 $21.7K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 217 $21.4K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 210 $20.7K <0.01% -45 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 208 $20.5K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 208 $20.5K 0.01% 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 204 $20.1K <0.01% +110 13F-HR Timeline Group MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 186 $18.3K <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 183 $18K 0.01% -53 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 181 $17.9K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 171 $16.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 153 $16.5K <0.01% +60 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 165 $16K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 161 $15.9K <0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 157 $15.5K <0.01% 0 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 155 $15.3K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 151 $14.9K 0.01% -28 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 145 $14.3K <0.01% -58 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 142 $14K -30 Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 131 $13.7K <0.01% +55 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 135 $13.3K 0.01% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 131 $12.9K <0.01% +128 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 117 $11.5K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 113 $11.1K 0.01% -139 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 111 $11K <0.01% +1 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 101 $9.99K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 101 $9.96K 0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 100 $9.87K 0.01% new 13F-HR Timeline Security National Bank More: the full row for Security National Bank 100 $9.87K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 100 $9.87K <0.01% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 100 $9.87K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 100 $9.87K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 100 $9.87K 0.01% +50 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 96 $9.47K <0.01% new 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 95 $9.37K <0.01% +35 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 80 $7.89K <0.01% +5 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 78 $7.7K <0.01% +48 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 77 $7.6K <0.01% 0 13F-HR Timeline Group AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 76 $7.5K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 75 $7.4K <0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 68 $7.12K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 71 $7.01K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 69 $6.81K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 66 $6.51K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 65 $6.41K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 64 $6.31K <0.01% +29 13F-HR Timeline Group Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 16 $6.21K <0.01% -47 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 62 $6.12K <0.01% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 62 $6.12K 0.01% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 60 $5.92K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 60 $5.92K <0.01% new 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 60 $5.92K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 58 $5.72K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 55 $5.43K <0.01% -3 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 51 $5.03K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 59 $5K <0.01% +19 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 51 $4.95K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 50 $4.93K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 50 $4.93K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 50 $4.93K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 49 $4.8K 0.01% -384 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 46 $4.54K <0.01% -350 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 45 $4.44K <0.01% +40 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 40 $3.95K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 31 $3.02K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 30 $2.97K <0.01% new 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 30 $2.96K <0.01% -45 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 28 $2.76K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 25 $2.47K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 24 $2.38K <0.01% -12 13F-HR Timeline Group Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 22 $2.17K <0.01% 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 20 $2.01K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 21 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.48K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 13 $1.28K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 12 $1.18K <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 12 $1.18K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 11 $1.09K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 11 $1.08K <0.01% new 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 10 $987 <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $789 <0.01% new 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 8 $789 <0.01% +4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 7 $691 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $494 <0.01% +3 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $334 <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 3 $296 <0.01% new 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 3 $296 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $295 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 2 $198 <0.01% -1 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 2 $198 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $198 <0.01% 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $99 <0.01% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -310 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.