OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 685,737 $32M 9.16% -8,091 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. 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More: the full row for Nova Wealth Management, Inc. 67,735 $3.16M 2.23% -20,377 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 66,259 $3.09M 0.91% +22,855 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 62,684 $2.93M 0.91% new 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 58,700 $2.74M <0.01% -4,083 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 49,766 $2.32M 0.62% -97,533 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 42,684 $1.99M 0.47% new 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 40,139 $1.87M +12,367 Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 37,966 $1.77M 0.06% -5,617 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 29,826 $1.39M 0.53% -2,153 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 26,959 $1.26M <0.01% 0 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 26,277 $1.23M 0.03% +9,973 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 25,323 $1.18M 0.08% -18,531 13F-HR Timeline Ferguson Shapiro LLC More: the full row for Ferguson Shapiro LLC 24,991 $1.17M 0.38% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,940 $1.12M 0.11% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 23,841 $1.11M <0.01% +2,648 13F-HR Timeline Group Lunt Capital Management, Inc. More: the full row for Lunt Capital Management, Inc. 22,576 $1.05M 0.4% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 21,259 $993K 0.47% +2,454 13F-HR Timeline 1ST SOURCE BANK More: the full row for 1ST SOURCE BANK 20,460 $955K 0.05% new 13F-HR Timeline Falcon Wealth Planning More: the full row for Falcon Wealth Planning 20,379 $952K 0.09% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 20,262 $946K 0.11% 0 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 20,151 $941K 0.04% +731 13F-HR Timeline Group SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 19,568 $914K 0.02% new 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 18,693 $873K 0.13% +650 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 18,148 $847K 0.33% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 17,825 $832K 0.02% -4,671 13F-HR/A Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 17,552 $820K <0.01% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 17,300 $808K 0.02% +11,000 13F-HR Timeline Group Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 17,286 $807K <0.01% +5,081 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 16,617 $776K 0.01% new 13F-HR Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 14,838 $693K <0.01% -337 13F-HR Timeline Smart Money Group LLC More: the full row for Smart Money Group LLC 13,886 $648K 0.19% -557 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 13,727 $641K <0.01% +2,798 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 13,418 $627K 0.09% +600 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 12,163 $571K 0.01% 0 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 12,200 $570K 0.01% 0 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 12,093 $565K <0.01% +5,113 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 11,789 $551K <0.01% -2,150 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 11,353 $530K 0.54% 0 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 10,915 $510K 0.01% -445 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 10,712 $500K 0.13% +4,966 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 10,107 $472K 0.04% +2,235 13F-HR Timeline Certified Advisory Corp More: the full row for Certified Advisory Corp 10,000 $467K 0.04% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 9,473 $442K <0.01% +1,873 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 9,203 $430K 0.01% -4,075 13F-HR Timeline Patriot Financial Group Insurance Agenc… More: the full row for Patriot Financial Group Insurance Agency, LLC 9,181 $429K 0.05% new 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 8,666 $405K <0.01% +1,667 13F-HR Timeline LVZ, Inc. More: the full row for LVZ, Inc. 8,638 $403K 0.05% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 8,585 $401K 0.01% 0 13F-HR Timeline Group OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,066 $377K 0.01% -36,441 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 7,810 $365K 0.03% -2,190 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,717 $360K 0.02% -4,453 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 7,698 $359K 0.02% -31 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 7,198 $336K 0.27% -198 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 7,079 $331K 0.03% new 13F-HR Timeline Cottage Street Advisors LLC More: the full row for Cottage Street Advisors LLC 6,817 $318K 0.14% new 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 6,550 $306K 0.01% new 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 6,432 $300K <0.01% new 13F-HR Timeline Group BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 6,364 $297K 0.05% 0 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 6,282 $293K 0.05% +1,661 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 6,131 $286K 0.16% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 6,104 $285K 0.02% +209 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 6,017 $281K 0.04% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 6,000 $280K 0.09% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,970 $279K 0.1% 0 13F-HR Timeline United Advisor Group, LLC More: the full row for United Advisor Group, LLC 5,893 $275K 0.04% new 13F-HR Timeline Essex Financial Services, Inc. in group Essex Financial Services, Inc. More: the full row for Essex Financial Services, Inc. 5,885 $275K 0.02% +320 13F-HR Timeline Group Five Pine Wealth Management More: the full row for Five Pine Wealth Management 5,871 $274K 0.19% +1,149 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 5,700 $266K 0.03% 0 13F-HR Timeline Group WMG Financial Advisors, LLC More: the full row for WMG Financial Advisors, LLC 5,641 $263K 0.09% 0 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 5,502 $257K 0.03% +581 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 5,486 $256K 0.07% new 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 5,137 $240K 0.05% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 5,126 $239K 0.17% -1,424 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 5,094 $238K 0.02% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 4,659 $218K <0.01% +4,122 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 4,552 $213K 0.17% -388 13F-HR Timeline Meridian Wealth Management, LLC More: the full row for Meridian Wealth Management, LLC 4,550 $212K 0.01% -715 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 4,149 $194K <0.01% -440 13F-HR/A Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,858 $180K <0.01% new 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,316 $155K <0.01% new 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,658 $77.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 1,423 $66.4K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,145 $53.5K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,100 $51.4K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 972 $45.4K <0.01% +752 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 960 $44.8K <0.01% -288 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 752 $35.1K <0.01% -212 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 750 $35K <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 707 $33K <0.01% +146 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 700 $32.7K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 630 $29.4K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 534 $25K <0.01% +269 13F-HR Timeline Group Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 500 $23.3K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 205 $9.57K <0.01% 0 13F-HR/A Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 60 $2.8K <0.01% 0 13F-HR Timeline