CVA Family Office, LLC More: the full row for CVA Family Office, LLC 1,402 $98.4K 0.02% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 1,395 $97.9K 0.07% +28 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,390 $97.7K <0.01% +1,359 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,360 $95.5K <0.01% -100 13F-HR Timeline Group Grayhawk Investment Strategies Inc. More: the full row for Grayhawk Investment Strategies Inc. 1,355 $95.1K 0.22% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,353 $95K 0.01% +788 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 1,296 $91K 0.04% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,291 $90.6K <0.01% -892 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,250 $87.8K 0.03% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,230 $86.4K 0.08% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 1,094 $85.2K 0.08% -70 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 1,187 $83.3K 0.02% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,152 $80.8K 0.03% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,100 $79.6K 0.03% 0 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 1,125 $79K <0.01% 0 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,121 $78.7K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,100 $77.2K 0.03% 0 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 1,076 $75.5K <0.01% -2,599 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,055 $74.1K 0.03% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,053 $73.9K 0.01% -134 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,046 $73.6K <0.01% +21 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 1,038 $72.9K 0.03% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,019 $71.5K 0.02% +852 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 1,000 $70.2K 0.03% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 1,000 $70.2K 0.04% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 994 $69.8K 0.01% +18 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 975 $68.5K <0.01% +6 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 938 $65.9K <0.01% +422 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 924 $64.9K <0.01% -100 13F-HR Timeline CX Institutional More: the full row for CX Institutional 873 $61K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 865 $61K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 865 $60.7K 0.02% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 850 $59.7K 0.02% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 842 $59.1K 0.04% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 820 $57K <0.01% -205 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 792 $55.6K 0.03% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 792 $55K 0.01% -47 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 774 $54.4K 0.04% -77 13F-HR Timeline MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. in group Mirae Asset Global Investment… More: the full row for MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 755 $53K <0.01% -189 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 753 $52.9K 0.04% -450 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 740 $52.1K 0.02% +260 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 726 $51K 0.01% -52 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 720 $50.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 715 $50.2K 0.05% -1,445 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 705 $49.5K 0.01% -250 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 688 $48.3K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 682 $47.9K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 670 $47.1K <0.01% -606 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 650 $45.6K <0.01% 0 13F-HR Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 640 $44.9K 0.01% -2,960 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 625 $44K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 618 $43.4K 0.01% -20 13F-HR Timeline Curat Global, LLC More: the full row for Curat Global, LLC 605 $42.5K 0.05% 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 600 $42.1K 0.05% 0 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 600 $42.1K 0.03% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 576 $40.4K <0.01% -576 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 564 $39.6K <0.01% -39 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 558 $39.2K 0.04% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 520 $36.5K 0.13% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 506 $35.5K <0.01% +57 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 504 $35.4K 0.02% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 500 $35.1K <0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 500 $35.1K 0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 500 $35K <0.01% new 13F-HR Timeline Group Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 495 $34.8K 0.01% +164 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 492 $34.5K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 475 $33.4K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 453 $31.8K <0.01% +6 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 448 $31.5K <0.01% -50 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 435 $30.5K 0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 435 $30.5K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 400 $29.6K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 407 $28.6K <0.01% +155 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 400 $28.1K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 378 $27.6K 0.01% +256 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 384 $27K 0.01% +136 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 383 $26.9K 0.03% 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 375 $26K 0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 360 $25.6K 0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 351 $25K 0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 340 $23K <0.01% -3 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 335 $23K <0.01% +296 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 326 $22.9K 0.02% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 322 $22.6K <0.01% +223 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 309 $21.7K <0.01% 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 302 $21.2K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 295 $20.7K <0.01% +256 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 290 $20.4K 0.01% new 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 288 $20.2K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 288 $20.2K 0.01% 0 13F-HR Timeline Peoples Bank/KS More: the full row for Peoples Bank/KS 288 $20.2K 0.01% 0 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 281 $19.7K <0.01% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 278 $19.5K <0.01% +1 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 268 $18.8K 0.01% -225 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 246 $17.3K 0.01% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 245 $17.2K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 242 $17K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 236 $16.6K 0.01% -61 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 225 $16K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 219 $16K <0.01% -28 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 213 $15K <0.01% +9 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 205 $14.4K 0.01% 0 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 203 $14K 0.02% +1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 167 $11.7K <0.01% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 160 $11.2K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 157 $11K <0.01% +14 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 142 $9.97K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 141 $9.9K <0.01% -8 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 137 $9.62K <0.01% +105 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 128 $8.99K <0.01% 0 13F-HR Timeline Tacita Capital Inc More: the full row for Tacita Capital Inc 125 $8.78K 0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 115 $8.07K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 113 $7.93K <0.01% -152,812 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 105 $7.37K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 102 $7.17K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 89 $6.25K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 84 $6.21K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 83 $5.83K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 82 $5.73K <0.01% +2 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 75 $5.27K <0.01% +2 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 75 $5.27K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 84 $5K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 78 $5K <0.01% 0 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 72 $5K <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 63 $4.48K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 62 $4.35K <0.01% 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 62 $4.35K <0.01% +14 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 60 $4K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 43 $3.02K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 40 $2.81K <0.01% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 39 $2.74K <0.01% -261 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 33 $2.32K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 31 $2.18K <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 30 $2.11K 0.04% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 28 $1.97K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 28 $1.97K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 27 $1.9K <0.01% +2 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 27 $1.9K <0.01% +5 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 26 $1.82K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $1.61K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 15 $1.05K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 14 $983 <0.01% new 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 12 $843 <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 10 $703 <0.01% new 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $562 <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 2 $140 <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 0 $27 <0.01% -50 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -12,182 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 2 $39K -537 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.