Park Place Capital Corp More: the full row for Park Place Capital Corp 165 $50.8K 0.01% -22 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 162 $49.9K 0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 159 $49K 0.01% 0 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 157 $48.4K 0.03% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 157 $48.4K 0.05% 13F-HR/A Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 156 $48.1K 0.03% -201 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 152 $46.8K 0.04% +95 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 151 $46.5K 0.03% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 150 $46.2K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 146 $44.9K 0.02% -43 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 145 $44.8K 0.03% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 144 $44.4K <0.01% new 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 143 $44K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 143 $44K 0.03% -4 13F-HR/A Timeline BAYBAN More: the full row for BAYBAN 143 $44K 0.04% 13F-HR Timeline ANTIPODES PARTNERS Ltd More: the full row for ANTIPODES PARTNERS Ltd 141 $43.4K <0.01% +4 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 139 $42.8K 0.02% +135 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 139 $42.8K 0.02% -1,036 13F-HR Timeline Group O'Brien Wealth Partners LLC More: the full row for O'Brien Wealth Partners LLC 129 $39.7K 0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 125 $38.5K 0.03% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 125 $38.5K 0.02% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 123 $38K 0.02% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 121 $37.3K <0.01% 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 120 $37K 0.06% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 116 $35.7K 0.01% 0 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 115 $35.4K <0.01% -371 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 110 $34.2K 0.02% 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 109 $33.6K 0.01% -1 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 106 $32.7K 0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 106 $32.7K 0.04% +100 13F-HR Timeline Pandora Wealth, Inc. More: the full row for Pandora Wealth, Inc. 106 $32.7K 0.02% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 105 $32.3K 0.02% +14 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 105 $32.3K 0.01% new 13F-HR Timeline TOBAM More: the full row for TOBAM 104 $32K 0.01% -186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 104 $32K 0.02% 0 13F-HR Timeline Paladin Partners, LLC More: the full row for Paladin Partners, LLC 103 $31.7K 0.02% 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 101 $31.1K 0.02% +92 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 100 $30.8K 0.03% 13F-HR Timeline Gold Investment Management Ltd. More: the full row for Gold Investment Management Ltd. 100 $30.8K 0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $30.8K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 97 $30.1K 0.01% -31 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 95 $29K 0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 94 $29K <0.01% +8 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 91 $28K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 90 $27.8K 0.01% +9 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $27K <0.01% -180 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 87 $26.8K 0.01% +7 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 87 $26.7K 0.01% +1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 86 $26.5K 0.02% +25 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 86 $26.5K 0.01% -20 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 86 $26.5K 0.02% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 84 $25.9K <0.01% -4,966 13F-HR Timeline Group REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 82 $25.4K 0.01% 0 13F-HR Timeline BLUELINE ADVISORS LLC More: the full row for BLUELINE ADVISORS LLC 82 $25.3K 0.02% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 79 $24.3K 0.01% +48 13F-HR Timeline Group POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 76 $23.4K 0.01% +60 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 76 $23.4K 0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 76 $23.4K <0.01% 0 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 75 $23.1K 0.02% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 75 $23K 0.01% 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 74 $22.8K 0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 129 $21.5K 0.13% +6 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 69 $21.3K 0.01% +8 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 69 $21.3K 0.01% 13F-HR Timeline Estate Planners Group, LLC More: the full row for Estate Planners Group, LLC 68 $21K 0.01% 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 67 $20.6K 0.02% 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 66 $20.3K 0.03% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 65 $20K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 65 $20K <0.01% +31 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 65 $20K 0.01% 0 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 65 $20K 0.02% 13F-HR Timeline Intesa Sanpaolo Wealth Management in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo Wealth Management 65 $20K <0.01% 13F-HR Timeline Group Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 64 $19.8K 0.01% 0 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 63 $19.4K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 63 $19.4K 0.01% 0 13F-HR Timeline ARCADIA INVESTMENT ADVISORS LLC More: the full row for ARCADIA INVESTMENT ADVISORS LLC 62 $19.1K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 61 $18.8K 0.01% -90 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 61 $18.8K 0.01% 0 13F-HR Timeline Group Clark Wealth Partners More: the full row for Clark Wealth Partners 61 $18.8K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 58 $17.9K 0.01% new 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 56 $17.3K <0.01% -40 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 55 $16.9K 0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 53 $16.3K 0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 53 $16.3K <0.01% +17 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 52 $16K <0.01% +18 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 52 $16K 0.01% 0 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 50 $15.4K <0.01% -91 13F-HR Timeline Garner Asset Management Corp More: the full row for Garner Asset Management Corp 49 $15.1K 0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 51 $15K <0.01% -14 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 48 $14.8K 0.01% new 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 46 $14.6K 0.01% +34 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 45 $13.9K 0.01% 0 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 44 $13.6K 0.01% new 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 43 $13.2K 0.01% new 13F-HR/A Timeline MANNING & NAPIER ADVISORS LLC More: the full row for MANNING & NAPIER ADVISORS LLC 42 $13.1K <0.01% new 13F-HR Timeline Merrithew & Thorsten Inc More: the full row for Merrithew & Thorsten Inc 43 $13K 0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 42 $12.9K <0.01% +6 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 5,253 $12.5K 1.22% -20,816 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 40 $12.3K 0.01% +31 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 38 $11.7K 0.34% +6 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 37 $11.4K 0.01% new 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 37 $11.4K 0.01% 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 37 $11.4K 0.01% 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 36 $11.1K 0.01% -53 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 32 $9.89K 0.01% +2 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 31 $9.55K <0.01% 0 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 30 $9.25K <0.01% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 30 $9.24K <0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 26 $8.08K <0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 26 $8.01K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 25 $7.86K <0.01% 0 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 25 $7.7K 0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 25 $7.7K <0.01% new 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 25 $7.7K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 24 $7.39K <0.01% +1 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 24 $7.39K 0.01% 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 23 $7.11K <0.01% +1 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 23 $7.1K 0.01% 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 23 $7.08K <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 20 $6.16K <0.01% 0 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 18 $6K 0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 18 $5.54K 0.01% 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 17 $5.44K <0.01% -14 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 16 $4.93K <0.01% new 13F-HR Timeline Dixon Mitchell Investment Counsel Inc. More: the full row for Dixon Mitchell Investment Counsel Inc. 15 $4.63K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 15 $4.62K <0.01% new 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 14 $4.31K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 13 $4K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 13 $4K <0.01% 0 13F-HR Timeline Arbor Wealth Management LLC\AZ More: the full row for Arbor Wealth Management LLC\AZ 12 $3.77K <0.01% 13F-HR Timeline PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 12 $3.7K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $3.7K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 11 $3.41K <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $3.08K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 8 $2.47K <0.01% 0 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 8 $2.46K <0.01% new 13F-HR Timeline Walleye Capital LLC group of 2 filers holding More: the full row for Walleye Capital LLC 7 $2.16K -32,936 Timeline Gould Capital, LLC More: the full row for Gould Capital, LLC 6 $1.85K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 6 $1.85K <0.01% 0 13F-HR Timeline Litman Gregory Wealth Management LLC More: the full row for Litman Gregory Wealth Management LLC 5 $1.54K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 5 $1.54K <0.01% new 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 5 $1.54K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 85 $1.43K <0.01% new 13F-HR Timeline Dorato Capital Management More: the full row for Dorato Capital Management 4 $1.3K <0.01% 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 4 $1.26K <0.01% -5 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 384 $1.25K 0.02% -561 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 4 $1.23K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 4 $1.23K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 4 $1.23K <0.01% 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 4 $1.23K <0.01% 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 4 $1.23K 0.02% +3 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4 $1.23K <0.01% 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3 $962 <0.01% 13F-HR/A Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 3 $925 <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2 $616 <0.01% -76 13F-HR/A Timeline Robbins Farley More: the full row for Robbins Farley 1 $309 <0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1 $309 <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 1 $308 <0.01% 0 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 0 $1 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -630 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Align Financial, LLC More: the full row for Align Financial, LLC 16,942 $16.9K 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.