Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 62 $7.88K <0.01% +2 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 61 $7.75K 0.01% -15 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 57 $7.25K <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 57 $7.25K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 59 $7K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 53 $6.74K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 51 $6.48K <0.01% -35 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 50 $6.36K <0.01% 0 13F-HR/A Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 50 $6.36K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 50 $6.36K 0.01% 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 49 $6.25K 0.01% -6 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 47 $5.98K <0.01% +42 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 47 $5.97K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 47 $5.97K <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 47 $5.97K <0.01% +7 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 46 $5.87K <0.01% -3 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 43 $5.47K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 40 $5.13K <0.01% -32 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 39 $4.96K <0.01% -161 13F-HR Timeline CNB Bank More: the full row for CNB Bank 38 $4.83K <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 36 $4.61K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 35 $4.45K <0.01% 0 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 34 $4.32K <0.01% -1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 89 $4.2K <0.01% +58 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 33 $4.2K <0.01% +24 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 35 $4K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 30 $3.81K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 30 $3.81K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 28 $3.57K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 26 $3.31K <0.01% +9 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 26 $3.31K <0.01% +15 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 26 $3.26K <0.01% +5 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 24 $3.06K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 24 $3K <0.01% 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 22 $2.8K <0.01% new 13F-HR Timeline Group CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 22 $2.8K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 22 $2.8K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 22 $2.8K <0.01% -3 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 22 $2.8K <0.01% +12 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 21 $2.67K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 21 $2.67K <0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 20 $2.56K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 20 $2.54K <0.01% +20 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 19 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 18 $2K <0.01% -6 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 15 $1.91K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 15 $1.91K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,440 $1.83K 0.07% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 14 $1.78K <0.01% -373 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.78K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 13 $1.66K <0.01% new 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 13 $1.65K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 13 $1.65K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 12 $1.53K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 11 $1.42K 0.08% -7 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 11 $1.4K <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 10 $1.27K <0.01% 0 13F-HR Timeline Group NVWM, LLC More: the full row for NVWM, LLC 10 $1.27K <0.01% +5 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 10 $1.27K <0.01% -80 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 10 $1.27K <0.01% 0 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 9 $1.14K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 9 $1.14K <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 8 $1.02K <0.01% -185 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 8 $1.02K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 7 $890 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 6 $763 <0.01% +4 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 6 $763 <0.01% new 13F-HR/A Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 6 $763 <0.01% new 13F-HR/A Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 5 $636 <0.01% 0 13F-HR/A Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $628 <0.01% new 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 4 $509 <0.01% -124,971 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $509 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $509 <0.01% 13F-HR Timeline Flaharty Asset Management, LLC More: the full row for Flaharty Asset Management, LLC 3 $381 <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 2 $254 <0.01% new 13F-HR Timeline City State Bank More: the full row for City State Bank 2 $254 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 1 $128 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $121 <0.01% -7 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 0 $31 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 0 $12 <0.01% new 13F-HR Timeline Group 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 -1,528 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 $112K -799 13F-HR Timeline Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.