OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 303,524 $13.1M 3.75% -3,564 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 301,577 $13M 2.83% -18,899 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 272,473 $11.8M 3.47% -44,351 13F-HR Timeline Mutual Advisors, LLC More: the full row for Mutual Advisors, LLC 150,213 $6.57M 0.14% +1,095 13F-HR Timeline Per Stirling Capital Management, LLC. More: the full row for Per Stirling Capital Management, LLC. 137,648 $5.95M 0.71% +1,457 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 127,323 $5.5M <0.01% -120,060 13F-HR Timeline Group LCNB CORP More: the full row for LCNB CORP 124,208 $5.37M 1.88% +8,732 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 121,949 $5.27M 1.5% -2,616 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 112,698 $4.87M 0.01% -200,859 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 104,472 $4.46M 0.01% -8,610 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC group of 2 filers holding More: the full row for ENVESTNET ASSET MANAGEMENT INC 83,226 $3.6M +5,691 Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 79,650 $3.44M -3,928 Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 73,780 $3.19M 0.01% -66 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 56,968 $2.46M 0.17% +16,728 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 53,220 $2.3M <0.01% +1,633 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 52,196 $2.29M 0.03% -2,923 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 50,271 $2.17M <0.01% +666 13F-HR Timeline Group Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 50,195 $2.17M 0.37% +444 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 44,311 $1.91M 0.04% +2,255 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 34,473 $1.49M 0.05% +17,160 13F-HR Timeline Advance Capital Management, Inc. More: the full row for Advance Capital Management, Inc. 33,921 $1.47M 0.06% -583,337 13F-HR Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 33,783 $1.46M 0.06% +7,205 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 33,369 $1.44M <0.01% +3,698 13F-HR Timeline SMART Wealth LLC More: the full row for SMART Wealth LLC 31,943 $1.38M 0.52% -2,153 13F-HR Timeline Harvest Investment Services, LLC More: the full row for Harvest Investment Services, LLC 30,401 $1.31M 0.26% -1,905 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 30,174 $1.3M <0.01% -901 13F-HR Timeline Group Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 30,010 $1.3M 0.02% 0 13F-HR Timeline Group Castleview Partners, LLC More: the full row for Castleview Partners, LLC 29,819 $1.29M 0.7% -115 13F-HR Timeline McKinley Carter Wealth Services, Inc. More: the full row for McKinley Carter Wealth Services, Inc. 24,416 $1.05M 0.06% 0 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 22,466 $971K 0.16% -225 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 20,685 $894K 0.06% 0 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 20,000 $864K 0.01% 0 13F-HR Timeline Group BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 17,584 $760K 0.07% -3,217 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 17,570 $759K 0.25% 0 13F-HR/A Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 16,004 $691K 0.33% -23 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 15,972 $690K 0.71% +1 13F-HR/A Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 14,826 $640K 0.02% -2,455 13F-HR Timeline Group MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,499 $583K 0.01% -2,583 13F-HR Timeline WealthTrust Asset Management, LLC More: the full row for WealthTrust Asset Management, LLC 12,742 $550K 0.38% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 12,238 $529K 0.07% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 11,830 $511K 0.01% +142 13F-HR/A Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 11,829 $511K 0.01% -302 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 11,832 $511K <0.01% -26,229 13F-HR Timeline UPTICK PARTNERS, LLC More: the full row for UPTICK PARTNERS, LLC 11,777 $509K 0.13% 0 13F-HR Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 11,764 $508K 0.05% -283,527 13F-HR Timeline 1776 Wealth LLC More: the full row for 1776 Wealth LLC 10,658 $460K 0.18% 0 13F-HR Timeline Clear Creek Financial Management, LLC More: the full row for Clear Creek Financial Management, LLC 10,508 $454K 0.04% -9,790 13F-HR Timeline ARBOR CAPITAL MANAGEMENT INC /ADV More: the full row for ARBOR CAPITAL MANAGEMENT INC /ADV 9,811 $424K 0.34% -7 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 9,135 $395K <0.01% new 13F-HR Timeline Group Marshall Financial Group, LLC More: the full row for Marshall Financial Group, LLC 8,824 $381K 0.07% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 7,557 $327K <0.01% -6,689 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 7,530 $325K 0.13% 0 13F-HR Timeline Keystone Wealth Services, LLC More: the full row for Keystone Wealth Services, LLC 7,331 $317K 0.07% 0 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 6,539 $283K 0.03% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 6,430 $278K <0.01% -381 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 6,284 $271K 0.01% -1,746 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 5,893 $255K 0.04% -584 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 5,426 $234K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 5,364 $232K 0.04% 0 13F-HR Timeline Spectrum Asset Management, Inc. (NB/CA) More: the full row for Spectrum Asset Management, Inc. (NB/CA) 5,100 $220K 0.08% 0 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 5,025 $217K 0.18% -249 13F-HR Timeline Schulz Wealth, LTD. More: the full row for Schulz Wealth, LTD. 4,991 $216K 0.14% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 4,958 $214K 0.15% -1,418 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 4,835 $209K 0.01% -4,945 13F-HR Timeline Rockefeller Capital Management L.P. in group Rockefeller Capital Managemen… More: the full row for Rockefeller Capital Management L.P. 4,680 $202K <0.01% new 13F-HR Timeline Group BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 4,617 $199K 0.03% -182 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 3,875 $167K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,837 $166K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,211 $139K 0.01% -789 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 3,036 $131K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 2,960 $128K 0.01% -160 13F-HR Timeline Group WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 2,528 $111K 0.09% new 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 2,450 $106K 0.01% -460 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,205 $95.3K <0.01% new 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 2,120 $91.6K 0.03% 0 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 2,005 $86.6K <0.01% -1,165 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,939 $84K <0.01% 0 13F-HR Timeline Group DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 1,610 $69.6K 0.02% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,530 $66.1K <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 1,491 $64K <0.01% +71 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,293 $55.9K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,279 $55.3K <0.01% -4 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,033 $44.6K <0.01% new 13F-HR Timeline Group BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 871 $37.6K <0.01% -4,132 13F-HR/A Timeline Group PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 700 $30.2K <0.01% 0 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 225 $9.72K <0.01% new 13F-HR Timeline