OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 591,903 $24.1M 7.67% -28,740 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 492,977 $20.1M 0.01% 13F-HR/A Timeline Group Bison Wealth, LLC More: the full row for Bison Wealth, LLC 273,519 $11.1M 1.36% 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 248,363 $10.1M 2.51% -5,000 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 216,995 $8.84M 0.05% -234 13F-HR Timeline Group PRECEDENT WEALTH PARTNERS, LLC More: the full row for PRECEDENT WEALTH PARTNERS, LLC 160,471 $6.54M 2.13% +671 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 148,816 $6.06M 2.59% -3,370 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 119,042 $4.85M 0.01% -2,951 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 85,845 $3.5M 0.01% -3,483 13F-HR Timeline Group Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 75,558 $3.08M 0.44% +2,542 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 71,009 $2.89M 0.01% -16,976 13F-HR Timeline ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 55,916 $2.28M <0.01% +1,708 13F-HR Timeline Group OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 52,863 $2.15M <0.01% -8,450 13F-HR/A Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 49,586 $2.02M 0.06% -6,121 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 47,737 $1.94M <0.01% -249 13F-HR Timeline Group Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 38,141 $1.55M 0.89% -37 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,933 $1.42M 0.03% +9,897 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 34,277 $1.4M 1.56% 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 32,219 $1.31M 0.04% -24,255 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 31,293 $1.27M 0.43% 13F-HR Timeline HICKORY ASSET MANAGEMENT, INC. More: the full row for HICKORY ASSET MANAGEMENT, INC. 28,841 $1.17M 1% 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,947 $1.06M <0.01% +4,122 13F-HR Timeline Group Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 24,491 $1.01M 0.03% -3,575 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 24,215 $987K 0.13% 0 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 23,255 $947K <0.01% +3,337 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 22,026 $903K 0.2% 0 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 20,466 $834K <0.01% -10,764 13F-HR Timeline BRASS TAX WEALTH MANAGEMENT, INC More: the full row for BRASS TAX WEALTH MANAGEMENT, INC 19,659 $801K 0.17% -56 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 19,319 $787K 0.04% +328 13F-HR/A Timeline Group WETZEL INVESTMENT ADVISORS, INC. More: the full row for WETZEL INVESTMENT ADVISORS, INC. 18,379 $749K 0.37% -269 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 16,348 $668K 0.06% -217 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 15,592 $635K 0.02% -2,397 13F-HR Timeline Group FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 15,370 $626K 0.06% +7,262 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 15,156 $617K 0.02% +7,048 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 13,308 $542K 0.06% 0 13F-HR Timeline JIM SAULNIER & ASSOCIATES, LLC More: the full row for JIM SAULNIER & ASSOCIATES, LLC 13,131 $535K 0.46% 0 13F-HR Timeline Cambridge Advisors Inc. More: the full row for Cambridge Advisors Inc. 12,525 $510K 0.11% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 11,270 $459K 0.01% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 11,014 $449K <0.01% -3,011 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 10,862 $443K 0.38% 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 10,813 $441K 0.05% -1,084 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 9,847 $401K <0.01% -4,089 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 9,500 $387K 0.02% 0 13F-HR Timeline Comprehensive Financial Consultants Ins… More: the full row for Comprehensive Financial Consultants Institutional, Inc. 9,407 $383K 0.14% -156 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 9,205 $375K 0.17% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 9,153 $373K 0.04% 0 13F-HR Timeline Santori & Peters, Inc. More: the full row for Santori & Peters, Inc. 8,737 $356K 0.14% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 7,886 $321K 0.03% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 7,629 $311K 0.06% new 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 7,042 $287K 0.02% 0 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,426 $262K <0.01% -47 13F-HR Timeline Group Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 6,250 $255K 0.15% 0 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 6,231 $254K <0.01% -1,681 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 6,181 $252K <0.01% -48 13F-HR Timeline Group RETIREMENT GUYS FORMULA LLC More: the full row for RETIREMENT GUYS FORMULA LLC 6,026 $245K 0.12% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 5,940 $242K 0.22% 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 5,545 $226K <0.01% -12,754 13F-HR Timeline Group Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 5,533 $225K 0.01% -1,065 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,362 $218K 0.04% 0 13F-HR/A Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 5,157 $214K 0.21% -207 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 4,940 $201K 0.01% -270 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 3,228 $132K <0.01% 0 13F-HR/A Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,916 $119K 0.12% 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 2,744 $112K <0.01% -8,000 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 2,613 $106K 0.01% 0 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,538 $103K <0.01% +1,088 13F-HR/A Timeline Group NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 2,318 $94.4K <0.01% +1,683 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,245 $50.7K 0.02% 0 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 1,215 $49K 0.02% -1,400 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,121 $45.7K <0.01% +28 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 729 $29.7K <0.01% new 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 678 $27.6K <0.01% 0 13F-HR Timeline Group CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 528 $21.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 375 $15.3K <0.01% 0 13F-HR Timeline