OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 762,538 $31.2M 10.26% -6,874 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 263,567 $10.8M <0.01% -147,054 13F-HR Timeline Group Foguth Wealth Management, LLC. More: the full row for Foguth Wealth Management, LLC. 190,162 $7.78M 1.89% +30,698 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 182,581 $7.47M 0.02% -2,700 13F-HR Timeline Group Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 178,663 $7.31M 0.71% +58,991 13F-HR Timeline Bison Wealth, LLC More: the full row for Bison Wealth, LLC 177,266 $7.25M 0.68% -21,196 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 169,466 $6.93M 1.72% -3,662 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 165,123 $6.76M 1.32% -25,256 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 163,060 $6.67M -2,997 Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 152,118 $6.22M 1.27% -21,662 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 150,253 $6.15M 0.01% -4,090 13F-HR Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 149,825 $6.13M 0.02% -3,224 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 132,717 $5.43M 4.82% -1,352 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 100,477 $4.11M 3.55% -29,002 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 98,655 $4.04M 0.02% -11,783 13F-HR Timeline Group Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 93,018 $3.8M 0.02% -12,234 13F-HR Timeline Group Cetera Investment Advisers More: the full row for Cetera Investment Advisers 85,775 $3.51M 0.01% +10,069 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 83,471 $3.41M 1.64% +19,687 13F-HR/A Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 74,599 $3.05M <0.01% -321 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 51,414 $2.15M +129 Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 51,088 $2.09M 0.01% -2,582 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 48,691 $1.99M 0.06% -7,415 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 44,962 $1.84M 0.6% -20,327 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 42,237 $1.73M <0.01% +8,298 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 40,841 $1.67M <0.01% new 13F-HR/A Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 34,855 $1.41M 0.12% +20,000 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 33,079 $1.35M 0.48% -8,350 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 32,428 $1.33M <0.01% +4,000 13F-HR Timeline Group Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 25,680 $1.2M 1.11% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 29,090 $1.19M 0.11% -14,764 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 25,395 $1.04M <0.01% -1,278 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 25,227 $1.03M 0.38% -186 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 24,720 $1.01M 0.06% -3,030 13F-HR/A Timeline Group Claro Advisors Inc. More: the full row for Claro Advisors Inc. 22,746 $930K 0.12% 0 13F-HR Timeline Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 22,576 $923K 0.34% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 22,576 $920K 0.09% 0 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 22,441 $918K 0.52% -438 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20,262 $829K 0.12% 0 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 19,292 $789K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 18,544 $758K 0.02% -921 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 18,420 $753K 0.26% -148,665 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 18,389 $752K 0.02% -241 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,552 $718K <0.01% -1,280 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 16,665 $682K <0.01% -11,049 13F-HR Timeline Group CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 16,654 $681K <0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 15,458 $632K <0.01% -1,172 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 13,060 $534K <0.01% 0 13F-HR Timeline Group Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 13,000 $532K 0.02% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 13,000 $532K 0.15% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 12,756 $522K 0.04% -505 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 12,252 $501K <0.01% -49,531 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,355 $500K 0.01% -200 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 12,060 $493K 0.05% -2,453 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 11,869 $485K 0.01% -1,215 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 11,828 $484K <0.01% +20 13F-HR Timeline Group Schwallier Wealth Management LLC More: the full row for Schwallier Wealth Management LLC 11,612 $475K 0.35% +4,582 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 11,598 $474K 0.05% -4,026 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 10,453 $428K <0.01% +72 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 10,348 $423K 0.19% -20 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,000 $409K 0.05% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,910 $406K 0.01% new 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,638 $353K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,585 $351K 0.01% 0 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 8,528 $349K 0.02% -29 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 8,527 $349K 0.04% -4,231 13F-HR Timeline Bouchey Financial Group, Ltd. More: the full row for Bouchey Financial Group, Ltd. 8,080 $330K 0.03% -476 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,896 $323K 0.31% +364 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 7,810 $319K 0.06% new 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,357 $301K 0.08% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,796 $278K <0.01% -12 13F-HR Timeline Orion Portfolio Solutions, LLC More: the full row for Orion Portfolio Solutions, LLC 6,796 $278K <0.01% -12 13F-HR/A Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,674 $273K 0.06% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 6,582 $269K 0.01% 0 13F-HR Timeline Group Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 6,550 $268K 0.22% -150 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 6,406 $262K <0.01% +6,367 13F-HR Timeline Group JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,131 $251K 0.2% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,000 $246K 0.1% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,970 $244K 0.11% -5,000 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 5,895 $241K 0.02% +5,890 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 5,746 $235K 0.08% +110 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,700 $233K 0.03% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,641 $231K 0.1% 0 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,565 $228K 0.02% 0 13F-HR Timeline Group Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 5,548 $227K 0.05% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,338 $218K 0.22% -66 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 5,265 $215K 0.01% +55 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,259 $215K 0.01% -3,926 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,137 $210K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,125 $210K 0.07% +110 13F-HR Timeline Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,059 $207K 0.17% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 4,922 $201K 0.03% -49 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,750 $112K 0.1% -141,166 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,477 $101K <0.01% +1,789 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 1,658 $66.8K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,423 $58.2K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,107 $45.3K <0.01% -6 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 964 $39.4K <0.01% -2,508 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 700 $28.6K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $25.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 561 $22.9K <0.01% -281 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 500 $20.4K <0.01% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 220 $9.24K <0.01% 0 13F-HR Timeline Group MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 205 $8.38K <0.01% 0 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 125 $5.11K <0.01% -128 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 60 $2.46K <0.01% -107 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -6,275 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.