Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 2,097 $216K 0.01% -48 13F-HR Timeline MOTCO More: the full row for MOTCO 2,091 $215K 0.02% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 2,100 $214K 0.08% -155 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 2,077 $214K 0.03% new 13F-HR Timeline Eaton Financial Holdings Company, LLC More: the full row for Eaton Financial Holdings Company, LLC 2,072 $213K 0.06% new 13F-HR Timeline L & S Advisors Inc More: the full row for L & S Advisors Inc 2,068 $213K 0.02% new 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 2,041 $210K 0.1% +98 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 2,032 $209K 0.06% -174 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 2,020 $208K 0.01% +127 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1,986 $204K <0.01% +891 13F-HR Timeline Group FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 1,974 $203K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,974 $203K 0.12% 0 13F-HR Timeline EQ LLC More: the full row for EQ LLC 1,973 $203K 0.05% -372 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,971 $203K <0.01% -10 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 1,969 $202K <0.01% new 13F-HR Timeline Curry Webb Wealth Management LLC More: the full row for Curry Webb Wealth Management LLC 1,961 $202K 0.08% new 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 1,952 $201K 0.1% -347 13F-HR Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 1,887 $194K 0.11% 0 13F-HR Timeline TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 1,870 $192K 0.18% 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,833 $188K 0.01% +1,663 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 1,830 $188K 0.08% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,808 $186K 0.01% +254 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,775 $182K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,739 $179K 0.1% +11 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 1,686 $173K 0.01% -17 13F-HR Timeline Group Clean Yield Group More: the full row for Clean Yield Group 1,682 $173K 0.04% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,666 $171K 0.01% -106 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 1,644 $169K <0.01% +191 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,479 $152K <0.01% -374 13F-HR Timeline Group Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,365 $140K 0.11% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,297 $133K 0.02% +36 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,251 $129K <0.01% +752 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,199 $123K 0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,198 $122K <0.01% +56 13F-HR Timeline Fort Vancouver Investment Management, L… More: the full row for Fort Vancouver Investment Management, LLC 1,090 $112K 0.05% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,084 $111K <0.01% +1,001 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 1,063 $109K 0.05% -5,660 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 1,030 $106K 0.02% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 981 $101K <0.01% +14 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 967 $99.4K 0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 957 $98.4K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 937 $96.3K 0.02% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 931 $95.8K <0.01% +147 13F-HR Timeline Group Hurley Capital, LLC More: the full row for Hurley Capital, LLC 929 $95.5K 0.05% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 882 $90.7K 0.01% -29 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 871 $89.5K 0.03% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 833 $85.6K 0.03% -24 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 799 $82.1K 0.05% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 783 $80.5K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 772 $79.4K 0.01% 13F-HR Timeline Group 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 767 $78.8K 0.04% +39 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 765 $78.7K 0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 763 $78.4K 0.05% -9 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 763 $78.4K 0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 750 $77.5K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 725 $74.5K 0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 711 $73.1K 0.05% +11 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 710 $73K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 707 $72.7K 0.02% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 703 $72.3K 0.02% -340 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 691 $71.1K <0.01% +45 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 685 $70.4K 0.01% +1 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 673 $69.2K 0.02% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 670 $68.9K 0.01% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 670 $68.8K 0.05% +4 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 658 $68K <0.01% -232 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 657 $67.5K <0.01% 0 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 647 $66.5K 0.05% 0 13F-HR Timeline StrongBox Wealth, LLC More: the full row for StrongBox Wealth, LLC 646 $66.4K 0.02% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 645 $66.3K <0.01% -110 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 650 $66K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 620 $63.7K 0.01% 0 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 615 $63.2K 0.04% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 592 $60.9K 0.02% +187 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 589 $60.6K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 577 $59.3K 0.02% +4 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 568 $58.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 551 $56.7K <0.01% +21 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 549 $56.4K 0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 537 $55.2K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 517 $53.2K <0.01% +97 13F-HR Timeline Group IFG Advisory, LLC More: the full row for IFG Advisory, LLC 479 $49.2K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 477 $49K 0.01% -24 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 437 $44.9K 0.03% +7 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 427 $43.9K 0.02% new 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 411 $42.3K <0.01% +6 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 402 $41.3K <0.01% +107 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 367 $37.7K <0.01% -214 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 353 $36.3K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 321 $33K 0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 323 $33K 0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 320 $32.9K <0.01% -221 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 305 $31.4K <0.01% -2,445 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 302 $31K 0.01% +4 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 300 $30.8K <0.01% 0 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 299 $30.7K 0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 265 $27.2K <0.01% -212 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 260 $26.8K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 254 $26.1K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 232 $23.9K <0.01% 0 13F-HR Timeline Group Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 222 $22.8K 0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 221 $22.7K <0.01% +5 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 211 $21.7K 0.02% +3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 208 $21K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 185 $19K <0.01% 0 13F-HR Timeline Group Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 178 $18K 0.01% +12 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 176 $18K <0.01% +160 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 169 $17.3K 0.01% +3 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 164 $16.9K 0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 160 $16.4K <0.01% 0 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 157 $16K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 145 $14.9K <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 141 $14.5K 0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 149 $14K 0.01% +26 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 138 $14K <0.01% -26 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Abound Wealth Management More: the full row for Abound Wealth Management 134 $13.8K <0.01% +1 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 126 $13K <0.01% 0 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 102 $10.4K <0.01% +52 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 99 $10.2K <0.01% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 92 $9.46K <0.01% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 89 $9.15K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 82 $8.43K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 79 $8.17K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 73 $7.5K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 66 $7.07K <0.01% 0 13F-HR Timeline Commonwealth Retirement Investments LLC More: the full row for Commonwealth Retirement Investments LLC 63 $6.48K <0.01% new 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 62 $6.36K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 59 $6.03K <0.01% +1 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 61 $6K <0.01% 0 13F-HR Timeline Group EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 55 $5.66K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 52 $5.35K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 50 $5.14K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 44 $4.52K <0.01% +23 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 41 $4.19K <0.01% +1 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 40 $4.11K <0.01% -29,212 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 27 $2.78K <0.01% 0 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 24 $2.47K <0.01% 0 13F-HR Timeline Group Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 22 $2.26K <0.01% new 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20 $2.06K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 18 $1.85K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 13 $1.34K <0.01% +2 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 11 $1.13K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 9 $925 <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 8 $823 <0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 6 $617 <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 5 $558 <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 5 $514 <0.01% -3 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 2 $206 <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 1 $103 <0.01% -40 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 1 $84 <0.01% 0 13F-HR Timeline