SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 375 $15K 0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 355 $14.1K 0.01% +47 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 355 $14.1K <0.01% -200 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 358 $14K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 307 $12.2K <0.01% -334 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 305 $12.1K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 290 $11.5K <0.01% 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 285 $11.3K 0.01% 0 13F-HR Timeline Ionic Capital Management LLC More: the full row for Ionic Capital Management LLC 278 $11K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 264 $10K <0.01% +80 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 250 $9.91K <0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 245 $9.71K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 227 $9K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 219 $8.95K <0.01% +8 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 219 $8.68K <0.01% -8,177 13F-HR Timeline Group Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 207 $8.21K <0.01% 0 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 199 $7.89K <0.01% +4 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 198 $7.85K <0.01% +27 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 195 $7.73K <0.01% -129 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 192 $7.61K <0.01% -250 13F-HR/A Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 180 $7.14K <0.01% -43 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 170 $7K <0.01% +40 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 176 $6.98K <0.01% +142 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 171 $6.78K <0.01% +32 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 159 $6.3K <0.01% -34 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 163 $6K <0.01% +26 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 152 $6K <0.01% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 150 $5.95K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 140 $5.56K <0.01% -325 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 139 $5.51K <0.01% -29 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 84 $5.31K <0.01% +48 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 124 $4.92K <0.01% new 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 124 $4.92K <0.01% +50 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 115 $4.56K <0.01% -113 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 100 $4.1K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $3.96K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 100 $3.96K <0.01% -800 13F-HR Timeline USCF Advisers LLC More: the full row for USCF Advisers LLC 100 $3.96K 0.39% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 100 $3.96K <0.01% -5 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 93 $3.68K <0.01% -1 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 92 $3.65K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 91 $3.61K <0.01% 0 13F-HR Timeline Group SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 88 $3.49K <0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 85 $3.37K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 44 $3.02K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 75 $2.97K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 75 $2.97K <0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 70 $2.77K <0.01% -499 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 57 $2.26K <0.01% -9 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 55 $2.18K <0.01% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 54 $2.14K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $2.04K <0.01% 0 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 50 $1.98K <0.01% new 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 50 $1.98K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 43 $1.71K <0.01% +25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 40 $1.59K <0.01% +4 13F-HR Timeline Group NFSG Corp More: the full row for NFSG Corp 39 $1.55K <0.01% -3,887 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 30 $1.19K <0.01% -350 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 30 $1.19K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 29 $1.15K <0.01% 0 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 28 $1.11K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 27 $1.07K <0.01% -48 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 33 $1K <0.01% +22 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 25 $992 <0.01% -10 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 23 $912 <0.01% -116 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 23 $912 <0.01% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 21 $833 <0.01% +5 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 21 $833 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 24 $805 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 20 $793 <0.01% -130 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 19 $753 <0.01% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 18 $714 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $714 <0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 18 $714 <0.01% -42 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 18 $713 <0.01% 0 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 17 $674 <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 16 $634 0.03% +5 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 16 $634 <0.01% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 15 $595 <0.01% 0 13F-HR/A Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 15 $595 <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 15 $595 <0.01% -85 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $555 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 10 $408 <0.01% new 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 10 $397 <0.01% -8 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 10 $397 <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 10 $397 <0.01% new 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 9 $357 <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 8 $317 <0.01% -13 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $278 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $214 <0.01% -5 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 5 $199 <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $199 <0.01% -24 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 5 $198 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 4 $159 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 4 $159 <0.01% -2 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3 $119 <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 3 $119 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 2 $80 <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 2 $80 <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 2 $79 <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1 $40 <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1 $40 <0.01% -21 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 0 $6 <0.01% -3 13F-HR Timeline Amount filed as zero, left out of ratios. Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 12 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 11 $0 0% +4 13F-HR/A Timeline Value filed as zero, left out of ratios. 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. INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 0 $0 0% -1,200 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.