Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,788 $196K 0.01% +162 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,630 $178K 0.02% +27 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 1,596 $175K 0.07% -113 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 1,562 $171K <0.01% +50 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1,562 $171K 0.02% -313 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,524 $167K 0.02% -9 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1,523 $167K 0.02% 0 13F-HR/A Timeline Oslo Pensjonsforsikring AS More: the full row for Oslo Pensjonsforsikring AS 1,407 $154K 0.02% +320 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,399 $153K 0.19% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,393 $152K 0.05% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 1,379 $151K 0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,283 $140K <0.01% +30 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,266 $138K 0.01% -81 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 1,259 $138K 0.01% +352 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,112 $134K 0.07% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,217 $133K <0.01% +74 13F-HR Timeline TOBAM More: the full row for TOBAM 1,210 $132K 0.04% -221 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SENTRY INVESTMENT MANAGEMENT LLC More: the full row for SENTRY INVESTMENT MANAGEMENT LLC 1,209 $132K 0.06% -197 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,198 $131K <0.01% +71 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,142 $125K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 1,110 $121K 0.06% -155 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 1,053 $115K 0.06% -110 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 1,042 $114K 0.02% -49 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 1,041 $114K 0.01% -43 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,000 $109K 0.01% -400 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 1,000 $109K 0.09% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 954 $104K 0.01% -1,347 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 900 $103K <0.01% -69 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 928 $102K 0.01% +3 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 922 $101K 0.01% +2 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 919 $101K 0.03% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 911 $99.7K 0.02% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 906 $99.2K 0.04% +12 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 900 $98.5K 0.01% +700 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 898 $98K 0.02% +73 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 879 $96.2K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 841 $92K 0.02% +478 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 834 $91.2K 0.04% -13 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 787 $86.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 759 $83.1K 0.06% +129 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 741 $81.5K 0.05% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 738 $81K 0.02% 0 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 719 $78.7K <0.01% +238 13F-HR Timeline Group PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 706 $77.2K 0.01% -109 13F-HR Timeline Aspetuck Financial Management LLC More: the full row for Aspetuck Financial Management LLC 670 $73.3K 0.06% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 651 $71.2K 0.06% -142 13F-HR Timeline S.A. Mason LLC More: the full row for S.A. Mason LLC 646 $70.7K 0.04% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 642 $70.2K -907 Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 600 $66K 0.01% 0 13F-HR/A Timeline INTACT INVESTMENT MANAGEMENT INC. in group INTACT INVESTMENT MANAGEMENT … More: the full row for INTACT INVESTMENT MANAGEMENT INC. 600 $65.6K <0.01% -30 13F-HR Timeline Group EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 600 $65.6K 0.02% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 592 $64.8K 0.02% 0 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 575 $62.9K 0.04% 0 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 568 $62.1K 0.01% +67 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 566 $61.9K <0.01% +77 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 556 $60.8K 0.03% -13 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 550 $60.2K <0.01% -25 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 533 $58.3K <0.01% new 13F-HR/A Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 529 $57.9K <0.01% -58 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 500 $55K 0.02% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 500 $54.7K 0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 487 $53.2K 0.04% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 470 $51.4K 0.01% +181 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 475 $51K <0.01% +100 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 460 $50.3K 0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 450 $49.2K 0.03% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 417 $45.6K <0.01% +14 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 414 $45.3K 0.01% +58 13F-HR Timeline ESL Trust Services, LLC More: the full row for ESL Trust Services, LLC 410 $44.9K 0.01% +400 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 403 $44.1K <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 400 $43.8K 0.01% -465 13F-HR Timeline CNB Bank More: the full row for CNB Bank 400 $43.8K 0.02% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 389 $42.6K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 365 $39.9K 0.02% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 360 $39.4K 0.01% -22 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 357 $39.1K 0.01% +300 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 350 $38.3K 0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 346 $37.9K 0.01% new 13F-HR Timeline Group Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 340 $37.2K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 334 $36.5K 0.01% -15 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 332 $36.3K 0.02% 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 331 $36.2K <0.01% +110 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 319 $34.9K <0.01% new 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 319 $34.9K 0.03% 13F-HR/A Timeline Covestor Ltd More: the full row for Covestor Ltd 301 $33K 0.02% +6 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 300 $32.8K <0.01% 0 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 300 $32.8K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 300 $32.8K 0.03% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 300 $32.8K 0.62% 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 293 $32.1K 0.01% +93 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 279 $30.5K 0.01% 0 13F-HR Timeline West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 247 $27K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 241 $26.4K 0.01% +234 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 240 $26.3K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 238 $26K 0.01% +72 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 225 $24.6K <0.01% 0 13F-HR Timeline Group Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 223 $24.5K 0.02% -42 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 223 $24.4K 0.01% +1 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 220 $24.1K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 216 $23.6K 0.02% 0 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 204 $22K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 200 $22K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 200 $21.9K 0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 200 $21.9K 0.01% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 200 $21.9K 0.01% -1 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 198 $21.7K <0.01% +4 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 200 $21K 0.02% 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 188 $20.6K <0.01% 0 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 181 $19.8K <0.01% -105 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 180 $19.7K 0.01% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 170 $18.6K 0.01% 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 169 $18.4K 0.01% +1 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 163 $18K <0.01% +3 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 160 $17.5K 0.01% 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 160 $17.5K 0.01% 0 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 159 $17.4K 0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 156 $17.1K <0.01% 0 13F-HR Timeline Cyrus J. Lawrence, LLC More: the full row for Cyrus J. Lawrence, LLC 164 $17K <0.01% +14 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 150 $16.5K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 150 $16.4K 0.01% +45 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 150 $16.4K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 149 $16.3K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 146 $16K 0.01% +3 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 144 $15.8K 0.01% 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 133 $14.6K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 132 $14.4K 0.01% +1 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 122 $13.3K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 118 $12.9K <0.01% 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 115 $12.6K 0.01% 0 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 113 $12.4K 0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 111 $12.1K <0.01% -57 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 111 $12.1K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 106 $11.6K 0.01% 13F-HR Timeline HUDSON EDGE INVESTMENT PARTNERS INC. More: the full row for HUDSON EDGE INVESTMENT PARTNERS INC. 100 $10.9K <0.01% 0 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 100 $10.9K <0.01% new 13F-HR/A Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 100 $10.9K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 100 $10.9K 0.01% -105 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 97 $10.6K <0.01% +20 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 95 $10.4K 0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 94 $10.3K <0.01% -34 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 94 $10.3K <0.01% 0 13F-HR/A Timeline Atala Financial Inc More: the full row for Atala Financial Inc 90 $9.85K 0.01% 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 88 $9.63K <0.01% 0 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 85 $9.3K <0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 78 $8.53K 0.01% 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 76 $8.31K <0.01% +6 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 74 $8.1K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 82 $8K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 73 $7.99K <0.01% 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 72 $7.87K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 68 $7.44K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 68 $7.44K <0.01% 0 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 68 $7.4K <0.01% 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 67 $7.33K <0.01% -11 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 66 $7.26K <0.01% +11 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 63 $6.94K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 62 $6.78K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 60 $6.56K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 59 $6.46K <0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 56 $6.13K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 53 $5.8K 0.01% 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 52 $5.69K <0.01% +9 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 49 $5.36K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 48 $5.25K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 45 $4.92K <0.01% -9 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 45 $4.92K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 44 $4.81K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $4.71K <0.01% +16 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 42 $4.59K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 38 $4.16K <0.01% new 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 35 $4.12K <0.01% new 13F-HR Timeline Group Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 37 $4.05K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 41 $4K <0.01% +11 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 32 $3.54K <0.01% +13 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 31 $3.41K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. City State Bank More: the full row for City State Bank 31 $3.39K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 30 $3.28K <0.01% 0 13F-HR/A Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 29 $3.17K <0.01% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 29 $3.17K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 29 $3.17K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 36 $3K <0.01% -5 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 26 $2.85K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 23 $2.52K <0.01% -1,122 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 22 $2.41K 0.22% -22,573 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 20 $2.19K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 20 $2.19K <0.01% 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18 $2.06K <0.01% 0 13F-HR/A Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 17 $1.86K <0.01% +16 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 16 $1.75K <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 16 $1.75K <0.01% 0 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 14 $1.53K <0.01% -2 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 14 $1.53K <0.01% 13F-HR Timeline Group Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 12 $1.31K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $1.09K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 9 $1.02K <0.01% -21 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 9 $1.02K <0.01% -21 13F-HR Timeline Group Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 9 $985 <0.01% 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 8 $875 <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 6 $687 <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 6 $630 <0.01% 13F-HR Timeline