TD Capital Management LLC More: the full row for TD Capital Management LLC 781 $30K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 727 $27.9K 0.01% new 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 711 $27.5K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 714 $27.4K 0.02% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 704 $27K <0.01% -996 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 710 $26.6K <0.01% new 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 685 $26.3K <0.01% new 13F-HR Timeline Group Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 677 $26K 0.03% +13 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 670 $25.7K 0.02% 0 13F-HR Timeline Birchwood Financial Partners, Inc. More: the full row for Birchwood Financial Partners, Inc. 666 $25.6K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 656 $25.2K <0.01% +458 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 654 $25.1K 0.02% +150 13F-HR Timeline Guardian Financial Partners, LLC More: the full row for Guardian Financial Partners, LLC 651 $25K 0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 625 $24K <0.01% -703 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 608 $23.4K 0.01% +125 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 600 $23.1K 0.01% -455 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 597 $22.9K 0.01% -325 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 594 $22.8K <0.01% -3,890 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 593 $22.8K 0.01% new 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 590 $22.7K 0.02% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 576 $22.1K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 572 $22K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 565 $21.7K 0.01% +33 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 551 $21.2K 0.02% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 542 $20.8K 0.01% -100 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 530 $20.4K <0.01% +5 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 525 $20.2K 0.01% new 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 516 $19.8K 0.02% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 486 $19K <0.01% +16 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 494 $19K <0.01% -126 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 480 $18.4K 0.01% new 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 479 $18.4K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 475 $18.2K 0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 469 $18K 0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 461 $17.7K <0.01% -13,279 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 460 $17.7K 0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 457 $17.6K 0.01% -50 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 449 $17.3K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 447 $17.2K <0.01% -35 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 447 $17.2K 0.02% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 440 $16.9K <0.01% +40 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 407 $15.6K <0.01% +105 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 404 $15.5K <0.01% -4,118 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 400 $15.4K 0.01% -450 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 400 $15.4K <0.01% -324 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 395 $15.2K <0.01% -400 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 384 $14.8K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 380 $14.6K <0.01% +323 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 379 $14.6K <0.01% +25 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 379 $14.6K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 375 $14.4K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 371 $14.3K <0.01% -485 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 369 $14.2K <0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 369 $14.2K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 352 $13.5K 0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 347 $13.3K <0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 333 $12.8K 0.01% 0 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 331 $12.7K <0.01% 0 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 329 $12.6K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 328 $12.6K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 325 $12.5K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 322 $12.4K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 305 $11.7K <0.01% +25 13F-HR Timeline Trust Co More: the full row for Trust Co 300 $11.5K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 295 $11.3K 0.01% 0 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 276 $10.6K <0.01% -83 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 267 $10.3K 0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 261 $10K <0.01% new 13F-HR Timeline Group Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 260 $9.99K 0.01% +120 13F-HR Timeline Philadelphia Investment Partners, LLC More: the full row for Philadelphia Investment Partners, LLC 258 $9.91K 0.01% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 253 $9.72K <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. 251 $9.64K <0.01% +201 13F-HR Timeline Group Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 238 $9.14K <0.01% -381 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 220 $8.45K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 216 $8.31K <0.01% +42 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 202 $7.76K <0.01% 0 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 201 $7.72K <0.01% -1,458 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 200 $7.68K <0.01% -35 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 200 $7.68K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 191 $7.34K <0.01% -42 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 190 $7.3K 0.01% 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 188 $7.22K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 185 $7.11K <0.01% 0 13F-HR Timeline Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 193 $7K <0.01% 0 13F-HR/A Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 173 $6.65K <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 165 $6.34K 0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 161 $6.19K <0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 160 $6.15K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 156 $5.99K <0.01% 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 155 $5.96K <0.01% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 148 $5.69K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 146 $5.61K <0.01% +20 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 144 $5.54K <0.01% +20 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 137 $5.26K <0.01% +1 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 132 $5.07K <0.01% +52 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 132 $5.07K <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 127 $4.88K <0.01% -48 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 125 $4.8K <0.01% +10 13F-HR Timeline Milestone Investment Advisors LLC More: the full row for Milestone Investment Advisors LLC 103 $3.96K <0.01% -86 13F-HR Timeline MSRH, LLC More: the full row for MSRH, LLC 102 $3.92K <0.01% 0 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 101 $3.88K <0.01% 0 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $3.84K <0.01% 0 13F-HR Timeline Shengqi Capital (Hong Kong) Ltd More: the full row for Shengqi Capital (Hong Kong) Ltd 100 $3.84K 0.01% new 13F-HR/A Timeline 2UniFi Bank More: the full row for 2UniFi Bank 100 $3.84K <0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 100 $3.84K <0.01% new 13F-HR Timeline Collier Financial More: the full row for Collier Financial 96 $3.69K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 84 $3.63K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 90 $3.46K <0.01% +5 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 84 $3.23K <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 80 $3.07K <0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 75 $2.9K <0.01% -159 13F-HR Timeline Group Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 74 $2.84K <0.01% -575 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 71 $2.73K <0.01% 0 13F-HR Timeline NATIXIS in group Natixis Investment Managers More: the full row for NATIXIS 64 $2.46K <0.01% -381 13F-HR Timeline Group Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 64 $2.46K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 63 $2.42K <0.01% -218 13F-HR Timeline First PREMIER Bank More: the full row for First PREMIER Bank 50 $2K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 51 $1.96K <0.01% +14 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 50 $1.92K <0.01% +20 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 41 $1.58K <0.01% new 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $1.34K <0.01% +24 13F-HR Timeline Leo H. Evart, Inc. More: the full row for Leo H. Evart, Inc. 33 $1.27K <0.01% 13F-HR/A Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 31 $1.2K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 30 $1.15K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 29 $1.11K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 29 $1.11K <0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 28 $1.06K <0.01% 0 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 23 $884 <0.01% +14 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 23 $884 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 20 $768 <0.01% -175 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 20 $768 <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 19 $730 <0.01% new 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 15 $577 <0.01% 0 13F-HR/A Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 15 $576 <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 15 $576 <0.01% new 13F-HR/A Timeline Align Financial, LLC More: the full row for Align Financial, LLC 12 $461 <0.01% -187 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 11 $423 <0.01% -62 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 11 $423 <0.01% 0 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $384 <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 10 $384 <0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 7 $269 <0.01% +5 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 4 $155 <0.01% +1 13F-HR Timeline