Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 134 $8.17K 0.04% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 131 $8.02K <0.01% 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 127 $7.72K <0.01% -25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 125 $7.62K <0.01% -695 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 125 $7.62K <0.01% +4 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 121 $7.36K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 119 $7.25K <0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 115 $7.01K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 120 $7K <0.01% 0 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $6.99K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 114 $6.95K <0.01% 0 13F-HR Timeline Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 108 $6.62K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 107 $6.52K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 105 $6.44K 0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 93 $6.32K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 103 $6.28K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $6.1K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 100 $6.1K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 100 $6.1K <0.01% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $6.1K 0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 100 $6.1K <0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 100 $6.1K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 100 $6.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 98 $5.97K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 97 $5.91K <0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 94 $5.69K <0.01% new 13F-HR Timeline Group Red Tortoise LLC More: the full row for Red Tortoise LLC 92 $5.61K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 92 $5.61K <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 90 $5.49K <0.01% 0 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 88 $5.37K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 88 $5.34K <0.01% +14 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 86 $5.25K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 86 $5.24K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 85 $5.18K <0.01% new 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 85 $5.18K <0.01% 0 13F-HR Timeline Sawyer & Company, Inc More: the full row for Sawyer & Company, Inc 100 $5K <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 81 $4.94K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 81 $4.94K <0.01% -7,446 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 81 $4.94K <0.01% new 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 80 $4.88K <0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 73 $4.45K <0.01% +25 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 71 $4.33K <0.01% +14 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 68 $4.15K <0.01% +16 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 81 $4K <0.01% -12 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 75 $4K <0.01% +3 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 65 $3.99K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 46 $3.74K <0.01% +25 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 59 $3.6K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 58 $3.54K <0.01% -302 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 55 $3.35K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 55 $3.35K <0.01% new 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 53 $3.23K <0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 53 $3.21K <0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 50 $3.05K <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 48 $2.93K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 46 $2.81K <0.01% +5 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 44 $2.7K <0.01% -16 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 44 $2.68K <0.01% +34 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 43 $2.62K <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 42 $2.56K <0.01% 0 13F-HR Timeline Alexis Investment Partners, LLC More: the full row for Alexis Investment Partners, LLC 41 $2.5K <0.01% new 13F-HR Timeline Texas Capital Bancshares Inc/TX More: the full row for Texas Capital Bancshares Inc/TX 39 $2.38K <0.01% new 13F-HR Timeline Palisade Asset Management, LLC More: the full row for Palisade Asset Management, LLC 38 $2.32K <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 36 $2.19K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 35 $2.13K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 33 $2.01K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 31 $1.89K <0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 29 $1.77K <0.01% -25 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 29 $1.77K <0.01% -10 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 27 $1.65K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 26 $1.58K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 61 $1.46K <0.01% +37 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 20 $1.42K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 21 $1.28K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 20 $1.22K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 19 $1.16K <0.01% 0 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 19 $1.15K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 18 $1.1K <0.01% 0 13F-HR Timeline Guerra Advisors Inc More: the full row for Guerra Advisors Inc 18 $1.1K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 18 $1.1K <0.01% new 13F-HR Timeline LMR Partners LLP in group LMR Partners LLP More: the full row for LMR Partners LLP 17 $1.04K <0.01% new 13F-HR Timeline Group Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 17 $1.04K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 17 $1.02K 0.04% -17 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 16 $976 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 15 $915 <0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 14 $854 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 13 $793 <0.01% new 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 12 $732 <0.01% +2 13F-HR Timeline Group Lavaca Capital LLC More: the full row for Lavaca Capital LLC 10 $610 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 10 $610 <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 10 $610 <0.01% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 10 $610 <0.01% 0 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 10 $610 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 9 $567 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 9 $549 <0.01% +1 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 9 $549 <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 9 $549 <0.01% new 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $549 <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 8 $491 <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 7 $427 <0.01% new 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 7 $427 <0.01% 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 7 $427 <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 7 $423 <0.01% -163 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 6 $366 <0.01% new 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 6 $366 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 6 $366 0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 5 $305 <0.01% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 4 $244 <0.01% 0 13F-HR Timeline Group MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 2 $89 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $62 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 1 $61 <0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 0 $32 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 14 $0 0% -6,404 13F-HR Timeline Value filed as zero, left out of ratios. Smithfield Trust Co More: the full row for Smithfield Trust Co 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% -13,523 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.