SIT INVESTMENT ASSOCIATES INC in group SIT INVESTMENT ASSOCIATES INC More: the full row for SIT INVESTMENT ASSOCIATES INC 880 $74K <0.01% 0 13F-HR Timeline Group PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 869 $73K 0.05% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 855 $72.2K 0.04% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 837 $70.7K 0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 835 $70.5K 0.04% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 801 $67.6K <0.01% 0 13F-HR Timeline Group Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 800 $67.6K 0.02% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 800 $67.6K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 804 $67K 0.02% 0 13F-HR/A Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 769 $64.9K <0.01% 0 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 744 $62.8K <0.01% +166 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 709 $59.9K <0.01% +26 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 700 $59.1K 0.02% 0 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 696 $58.8K 0.03% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 691 $58.3K 0.01% +475 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 673 $56.8K 0.03% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 672 $56.8K 0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 643 $54.3K 0.05% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 590 $49.8K 0.02% 0 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 584 $49.3K <0.01% -370 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 560 $47.3K 0.01% -107 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 490 $45.7K 0.03% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 537 $45.3K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 520 $43.9K <0.01% +518 13F-HR Timeline Group Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 506 $42.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 500 $42.2K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 500 $42.2K 0.03% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 496 $41.9K 0.05% new 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 $41.8K 0.02% 0 13F-HR Timeline Group MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 480 $40.5K 0.02% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 464 $39.2K 0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 445 $37.6K 0.03% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 438 $37K 0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 433 $36.6K <0.01% +92 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 431 $36.4K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 425 $35.9K 0.01% 0 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 410 $34.6K 0.01% 0 13F-HR Timeline Go Invest LLC More: the full row for Go Invest LLC 403 $34K 0.01% -43 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 381 $32.2K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 373 $31.5K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 2,626 $31.1K 0.52% +153 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 360 $30.4K 0.02% new 13F-HR Timeline 4Thought Financial Group Inc. More: the full row for 4Thought Financial Group Inc. 350 $29.5K 0.01% -34 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 346 $29.2K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 340 $29K <0.01% +11 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 335 $28.3K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 328 $27.7K 0.01% new 13F-HR/A Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 300 $25.3K <0.01% new 13F-HR Timeline Group McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 295 $24.9K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 287 $24.2K <0.01% -7,399 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 287 $24.2K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 276 $23.3K <0.01% -158 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 265 $22.4K <0.01% +178 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 256 $21.6K 0.01% -66 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 250 $21.1K <0.01% new 13F-HR Timeline Group Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 250 $21.1K 0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 236 $19.9K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 234 $19.8K <0.01% +56 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 225 $19K <0.01% +203 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 210 $17.7K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 197 $16.6K 0.01% 0 13F-HR/A Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 195 $16.5K 0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 189 $16K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 177 $14.9K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 165 $13.9K 0.01% +40 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 163 $13.8K <0.01% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 158 $13.3K <0.01% +7 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 158 $13K 0.01% +7 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 152 $13K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 152 $12.8K <0.01% -3,465 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 152 $12.8K 0.01% -52 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 148 $12.5K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 139 $12K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 138 $11.7K 0.03% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 136 $11.5K <0.01% 0 13F-HR Timeline Group HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 134 $11.3K 0.01% +90 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 126 $10.6K <0.01% +100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 117 $9.88K <0.01% +38 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 114 $9.63K <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 112 $9.43K <0.01% new 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 108 $9.12K <0.01% 0 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 108 $9.12K 0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 105 $8.87K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 105 $8.87K <0.01% +24 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 103 $8.7K <0.01% 0 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 100 $8.44K <0.01% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 100 $8.44K 0.01% +40 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 99 $8.34K <0.01% +18 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 97 $8.21K 0.01% 0 13F-HR Timeline Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 83 $7.01K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 81 $6.84K <0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 76 $6.42K <0.01% -58 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 76 $6.2K <0.01% -55 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 81 $6K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 70 $5.91K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 63 $5.39K <0.01% 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 63 $5.32K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 62 $5.23K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 60 $5.07K <0.01% new 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 67 $5K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 58 $4.9K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 56 $4.73K <0.01% +19 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 54 $4.52K <0.01% 0 13F-HR Timeline Group Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 53 $4.47K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 53 $4.47K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 50 $4.22K <0.01% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 50 $4.22K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 50 $4.22K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 46 $4.11K <0.01% 0 13F-HR Timeline Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 47 $3.97K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 47 $3.97K <0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 46 $3.88K <0.01% new 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 45 $3.8K <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 42 $3.55K <0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 43 $3.53K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 41 $3.51K <0.01% -1 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 41 $3.46K <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 39 $3.29K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 35 $2.96K <0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 34 $2.87K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 30 $2.53K <0.01% -97 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 30 $2.53K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 29 $2.45K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 26 $2.22K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 25 $2.11K <0.01% -395 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 25 $2.11K <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 24 $2.03K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 22 $1.86K <0.01% +2 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 22 $1.86K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 21 $1.77K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 17 $1.47K <0.01% new 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 17 $1.44K <0.01% new 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 15 $1.27K <0.01% -19,024 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 15 $1.27K <0.01% 0 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 15 $1.27K <0.01% -5 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 7 $591 <0.01% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -312 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.