NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 1,367 $67.2K <0.01% +135 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 1,274 $62.1K <0.01% +356 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,233 $60.1K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,200 $58.5K 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 1,198 $58.4K 0.02% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,105 $53.8K <0.01% -1,206 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 1,091 $53.2K 0.03% -7 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,041 $50.7K 0.02% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 1,000 $48.7K 0.02% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 1,000 $48.6K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 954 $46.5K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 944 $46K <0.01% +79 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 896 $43.7K 0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 869 $42.3K 0.02% new 13F-HR/A Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 824 $40.2K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 800 $39K 0.02% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 788 $38.4K <0.01% +22 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 745 $36.3K <0.01% +10 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 716 $34.9K 0.01% 0 13F-HR Timeline RHUMBLINE ADVISERS More: the full row for RHUMBLINE ADVISERS 694 $33.8K <0.01% -28 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 686 $33.4K 0.01% 0 13F-HR/A Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 695 $33.3K <0.01% +104 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 668 $32.6K <0.01% new 13F-HR/A Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 620 $30.2K <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 610 $30K <0.01% new 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 600 $29.2K 0.02% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 600 $29.2K <0.01% -142 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 588 $28.7K 0.01% +197 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 572 $27.9K 0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 569 $27.7K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 508 $24.8K 0.02% -68 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 500 $24.4K 0.01% +200 13F-HR Timeline Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 500 $24.4K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 492 $24K <0.01% +329 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 476 $23.2K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 471 $23K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 450 $21.9K <0.01% +90 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 436 $21.2K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 418 $20.4K <0.01% +53 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 409 $19.9K 0.01% +138 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 407 $19.8K <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 400 $19.5K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 400 $19.5K <0.01% -43,325 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 400 $19.5K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 400 $19.5K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 394 $19.2K <0.01% new 13F-HR Timeline Longview Financial Advisors, Inc. More: the full row for Longview Financial Advisors, Inc. 373 $18.2K 0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 368 $17.9K <0.01% +360 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 356 $17.4K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 320 $15.6K <0.01% -25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 292 $14.2K <0.01% 0 13F-HR Timeline Group NorthAvenue LLC More: the full row for NorthAvenue LLC 288 $14K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 287 $14K <0.01% -450 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 286 $13.9K <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. 268 $13.1K <0.01% new 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 209 $10.2K <0.01% +26 13F-HR Timeline MOTCO More: the full row for MOTCO 200 $9.75K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $9.75K <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 200 $9.75K 0.01% +37 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 186 $9.06K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 190 $9K <0.01% -98 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 183 $8.92K <0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 182 $8.89K <0.01% +2 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 176 $8.58K <0.01% +18 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 172 $8.38K <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 154 $8K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 162 $7.89K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 160 $7.8K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 140 $6.88K 0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 139 $6.77K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 137 $6.68K <0.01% +26 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 136 $6.63K <0.01% +17 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 127 $6.25K <0.01% 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 127 $6.19K <0.01% new 13F-HR/A Timeline Triumph Capital Management More: the full row for Triumph Capital Management 126 $6.17K <0.01% +114 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 130 $6K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 129 $6K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 121 $5.9K <0.01% +25 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 115 $5.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 110 $5.36K <0.01% -264 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 107 $5.21K <0.01% new 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 106 $5.17K <0.01% +10 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 105 $5.12K <0.01% 0 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 100 $4.87K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 96 $4.68K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 92 $4.28K <0.01% -94 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 87 $4.24K <0.01% +19 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 84 $4.09K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 80 $3.9K <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 80 $3.9K <0.01% +58 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 74 $3.61K <0.01% -8 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 74 $3.61K <0.01% -21 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 72 $3.51K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 71 $3.46K <0.01% -19 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 62 $3.02K <0.01% 0 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 60 $2.92K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 60 $2.92K <0.01% +7 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 58 $2.83K <0.01% +27 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 57 $2.78K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 51 $2.48K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 48 $2.34K <0.01% 13F-HR Timeline Polar Asset Management Partners Inc. More: the full row for Polar Asset Management Partners Inc. 46 $2.24K <0.01% -94,954 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 44 $2.16K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 44 $2.14K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 50 $2K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 41 $2K <0.01% new 13F-HR Timeline SOUTHERN MICHIGAN BANK & TRUST More: the full row for SOUTHERN MICHIGAN BANK & TRUST 37 $1.8K <0.01% 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 37 $1.8K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 34 $1.66K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 30 $1.46K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 28 $1.36K <0.01% -266 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 28 $1.3K <0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 25 $1.22K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 25 $1.16K <0.01% +10 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 20 $975 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 18 $878 <0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 16 $780 <0.01% 0 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 14 $683 <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 11 $537 <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 6 $292 <0.01% -40 13F-HR/A Timeline Group Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 5 $244 <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 1 $25 <0.01% 0 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 0 $0 0% -6,100 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.