Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 60 $8.94K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $8.65K 0.01% new 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 50 $8.62K <0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 48 $8.28K <0.01% new 13F-HR Timeline Group Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 47 $8.14K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 45 $7.72K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 44 $7.59K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 43 $7.35K <0.01% -28 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 42 $7.25K <0.01% -103 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 41 $7.06K 0.02% -450 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 47 $7K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 40 $6.9K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 40 $6.9K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 38 $6.55K 0.01% +17 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 38 $6.49K 0.01% +1 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 37 $6.38K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 36 $6.21K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 33 $5.69K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 38 $5.66K 0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 30 $5.17K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 30 $5.17K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 29 $5K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 29 $5K <0.01% -1 13F-HR Timeline McClarren Financial Advisors, Inc. More: the full row for McClarren Financial Advisors, Inc. 172 $5K <0.01% new 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 27 $5K <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 27 $4.66K <0.01% -4 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 27 $4.66K <0.01% -7 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 27 $4.57K <0.01% +1 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 25 $4.31K <0.01% 0 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 24 $4.14K <0.01% 0 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 2,461 $3.94K 0.15% +184 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 21 $3.62K <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 21 $3.62K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 20 $3.45K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 20 $3.42K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 21 $3.37K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 18 $3.1K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 18 $3.1K <0.01% 0 13F-HR Timeline Demars Financial Group, LLC More: the full row for Demars Financial Group, LLC 515,877 $2.99K 0.46% +213,746 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 17 $2.93K <0.01% new 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 17 $2.89K <0.01% +5 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 16 $2.76K <0.01% +4 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 16 $2.76K <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 16 $2.76K <0.01% +5 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 15 $2.59K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 16 $2.51K <0.01% +2 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 14 $2.42K <0.01% new 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. 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More: the full row for Raleigh Capital Management Inc. 13 $2.24K <0.01% -224 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 13 $2.24K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 12 $2.07K <0.01% 0 13F-HR Timeline OSTERWEIS CAPITAL MANAGEMENT INC in group OSTERWEIS CAPITAL MANAGEMENT … More: the full row for OSTERWEIS CAPITAL MANAGEMENT INC 10 $1.73K <0.01% new 13F-HR/A Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 10 $1.73K <0.01% -48 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 10 $1.73K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.72K <0.01% +3 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 9 $1.64K 0.09% -9 13F-HR Timeline JCIC Asset Management Inc. 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More: the full row for Blume Capital Management, Inc. 7 $1.21K <0.01% new 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 7 $1.21K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 7 $1.18K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 6 $1.03K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 6 $1.03K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $1.03K <0.01% 0 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6 $1.03K <0.01% 0 13F-HR Timeline Bollard Group LLC More: the full row for Bollard Group LLC 8 $1K <0.01% 0 13F-HR Timeline LOGAN CAPITAL MANAGEMENT INC More: the full row for LOGAN CAPITAL MANAGEMENT INC 5 $863 <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 5 $863 <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 5 $862 <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 4 $690 <0.01% 13F-HR Timeline Group Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 3 $518 <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 2 $345 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 2 $345 <0.01% 0 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 2 $345 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $345 <0.01% 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 1 $173 <0.01% -6 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -3,249 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.