REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 232 $124K 0.03% +147 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 221 $118K 0.01% +139 13F-HR Timeline Group 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 217 $116K 0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 216 $116K 0.01% -93 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 206 $110K 0.07% -150 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 203 $109K <0.01% -298 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 200 $107K <0.01% +8 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 199 $106K <0.01% 0 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 180 $96.3K 0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 170 $90.9K 0.01% -23 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 167 $89K 0.01% +16 13F-HR Timeline HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 152 $81K <0.01% -5 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 151 $80.6K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 150 $80.2K 0.04% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 136 $72.7K <0.01% new 13F-HR Timeline Group Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 131 $69.5K 0.01% -124 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 129 $69K 0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 123 $65.8K 0.01% +14 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 115 $61.3K 0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 114 $61K <0.01% +73 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 114 $61K 0.04% +14 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 110 $59K 0.02% +30 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 108 $57.8K <0.01% -9 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 107 $57.2K 0.01% -6 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 107 $57.2K 0.05% +54 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 106 $56.7K <0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 106 $56.7K 0.03% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 105 $56.2K 0.01% +55 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 105 $56.2K 0.02% +80 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 100 $53.5K 0.01% 0 13F-HR Timeline Groupe la Francaise in group Groupe la Francaise More: the full row for Groupe la Francaise 98 $52.4K <0.01% +12 13F-HR Timeline Group TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 81 $51.2K 0.02% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 95 $50.8K 0.01% 0 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 91 $48.9K 0.02% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 85 $45K <0.01% +9 13F-HR/A Timeline Group Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 81 $43.3K 0.01% +4 13F-HR Timeline TOBAM More: the full row for TOBAM 80 $43K 0.02% +76 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. DAGCO, INC. More: the full row for DAGCO, INC. 68 $36.4K 0.01% +10 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 58 $31K 0.01% -57 13F-HR/A Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 56 $30K 0.01% -2,209 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 55 $29.4K <0.01% -8 13F-HR Timeline Group Addison Advisors LLC More: the full row for Addison Advisors LLC 52 $27.8K 0.01% +3 13F-HR Timeline SRH ADVISORS, LLC More: the full row for SRH ADVISORS, LLC 50 $26.7K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 49 $26K 0.02% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 47 $25.1K 0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 47 $25.1K 0.02% -35 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 47 $25K <0.01% -3 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 40 $25K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 46 $24.9K 0.01% -96 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 45 $24.1K 0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 41 $21.9K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 40 $21.4K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 38 $20.3K <0.01% +5 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 37 $20K <0.01% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 35 $18.7K <0.01% 0 13F-HR/A Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 30 $16K <0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 30 $16K <0.01% +9 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 30 $16K <0.01% 0 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 30 $16K 0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 29 $15.5K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 25 $13.4K <0.01% -583 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 25 $13.4K <0.01% 0 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 25 $13.4K 0.01% 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 24 $12.8K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 23 $12.3K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 22 $11.8K <0.01% -1 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 22 $11.8K <0.01% 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 22 $11.8K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 21 $11.2K <0.01% +8 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 21 $11.2K <0.01% +15 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $10.7K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 20 $10.7K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 19 $10.2K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 19 $10.2K 0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 18 $9.63K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 18 $9.63K <0.01% new 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $9.09K 0.01% -15 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 16 $8.56K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16 $8.56K <0.01% +3 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 15 $8.02K <0.01% +7 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 15 $8.02K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 13 $6.95K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 13 $6.95K <0.01% +1 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 13 $6.95K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 12 $6.42K <0.01% +7 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 10 $5.35K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 10 $5.35K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 10 $5.35K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 10 $5.35K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 10 $5.35K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 9 $4.81K <0.01% new 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 9 $4.81K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 8 $4.28K <0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 8 $4.28K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 8 $4.28K <0.01% +4 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 8 $4.28K <0.01% -29 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 8 $4.28K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 9 $4K <0.01% +6 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 6 $3.21K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 6 $3.21K <0.01% new 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 6 $3.21K <0.01% +6 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 6 $3.21K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $3.11K <0.01% +4 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 7 $3K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 5 $2.68K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 5 $2.67K <0.01% new 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 5 $2.67K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 4 $2.14K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 4 $2.14K <0.01% +3 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4 $2.12K <0.01% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 3 $2K <0.01% -3,575 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $2K <0.01% -1 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 3 $1.61K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 3 $1.6K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $1.6K <0.01% +1 13F-HR Timeline PEAK6 LLC in group PEAK6 LLC More: the full row for PEAK6 LLC 2 $1.14K <0.01% -1 13F-HR/A Timeline Group HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 2 $1.07K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 2 $1.07K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2 $1.07K <0.01% new 13F-HR Timeline Group Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $1.07K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 2 $1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $543 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 1 $535 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 1 $535 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $535 <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1 $535 <0.01% -2 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 1 $535 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $535 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $535 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.