Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $40.4K 0.03% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 495 $40K 0.02% 0 13F-HR Timeline Group WELLINGTON-ALTUS USA INC. 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More: the full row for SOA Wealth Advisors, LLC. 425 $34.4K 0.01% +6 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 420 $33.9K 0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 410 $33.1K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 402 $32.5K <0.01% 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 401 $32.4K <0.01% new 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 399 $32.2K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 385 $31.1K 0.01% +374 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 384 $31K 0.02% new 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 381 $30.8K 0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,473 $30.6K 0.59% -27,844 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 373 $30.1K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 358 $28.9K <0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 348 $28.1K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 341 $27.5K <0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 335 $27K 0.02% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 329 $27K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 322 $26K 0.01% new 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 25,076 $25.6K 0.02% new 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 300 $24.2K 0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 295 $23.8K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $23.2K 0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. 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More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 138 $11.1K 0.03% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 139 $11K <0.01% +5 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 136 $11K <0.01% 0 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 134 $10.8K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 131 $10.6K <0.01% +72 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 127 $10.3K <0.01% +10 13F-HR Timeline Group Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 125 $10.1K 0.01% +35 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. 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More: the full row for Steigerwald, Gordon & Koch Inc. 63 $5.09K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 67 $5K <0.01% +24 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 62 $5K <0.01% +2 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 60 $4.84K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 58 $4.68K <0.01% 0 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54 $4.33K <0.01% +2 13F-HR Timeline Group Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 53 $4.28K <0.01% new 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 51 $4.12K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $4.04K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 50 $4.04K <0.01% new 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 50 $4.04K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 50 $4.04K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $4.04K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $3.92K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 48 $3.88K <0.01% 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 47 $3.79K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 47 $3.79K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 44 $3.55K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 43 $3.5K <0.01% 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 43 $3.47K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 42 $3.39K <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 42 $3.35K <0.01% +2 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 40 $3.23K <0.01% -1,294 13F-HR Timeline Group McMillan Office, Inc. More: the full row for McMillan Office, Inc. 39 $3.15K <0.01% 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 37 $2.99K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 35 $2.83K <0.01% 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $2.75K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $2.34K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 26 $2.16K <0.01% 0 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 26 $2.1K <0.01% -100 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $2.02K <0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22 $1.78K <0.01% new 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 22 $1.76K <0.01% -1,079 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 20 $1.61K <0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 20 $1.61K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $1.21K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 13 $1.05K <0.01% -23 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 8 $646 <0.01% 0 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2 $161 <0.01% -77 13F-HR Timeline Group