GAMMA Investing LLC More: the full row for GAMMA Investing LLC 419 $39.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 415 $39.2K <0.01% 0 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 409 $38.7K 0.02% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $37.8K <0.01% 0 13F-HR Timeline Group Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 400 $37.8K <0.01% +300 13F-HR Timeline Group ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 399 $37.7K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 395 $37.4K 0.01% -5 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 380 $35.9K 0.01% +122 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 376 $35.6K 0.01% +282 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 357 $33.8K 0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 357 $33.8K 0.01% new 13F-HR Timeline CX Institutional More: the full row for CX Institutional 343 $32K <0.01% -108 13F-HR Timeline RED REEF ADVISORS LLC More: the full row for RED REEF ADVISORS LLC 337 $31.9K 0.03% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 337 $31.3K <0.01% -2 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 329 $30.8K <0.01% +165 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 325 $30.7K 0.01% new 13F-HR Timeline VANGUARD GROUP INC group of 2 filers holding More: the full row for VANGUARD GROUP INC 319 $30.2K -22 Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 318 $30.1K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 309 $29.2K 0.01% +256 13F-HR/A Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 305 $28.8K <0.01% 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 285 $28.6K 0.03% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 297 $28.1K <0.01% -258 13F-HR Timeline Capital Investment Counsel, Inc More: the full row for Capital Investment Counsel, Inc 295 $27.9K <0.01% -30 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 291 $27.5K 0.01% new 13F-HR Timeline Pioneer Family Office, LLC More: the full row for Pioneer Family Office, LLC 270 $25.5K 0.01% new 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 265 $25.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 265 $25K <0.01% -195 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 262 $25K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 263 $24.9K <0.01% -86 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 255 $24.1K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 254 $24K <0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 254 $24K 0.01% -788 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 251 $23.7K <0.01% -131 13F-HR Timeline Group ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 246 $23.3K <0.01% +50 13F-HR Timeline Group CARDIFF PARK ADVISORS, LLC More: the full row for CARDIFF PARK ADVISORS, LLC 242 $22.9K <0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 235 $22.2K 0.01% -11 13F-HR Timeline RATIONAL ADVISORS, INC. More: the full row for RATIONAL ADVISORS, INC. 231 $21.8K <0.01% -19,598 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 228 $21.6K <0.01% -11 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 223 $21.1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 218 $20.6K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 217 $20.5K 0.01% -782 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 210 $19.9K <0.01% -32 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 210 $19K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 196 $19K <0.01% +2 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 197 $18.6K 0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 181 $17.1K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 173 $16.4K <0.01% -263 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 172 $16.3K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 172 $16.3K <0.01% -13 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 169 $16K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 164 $15.5K 0.01% +1 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 163 $15.4K <0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 161 $15.2K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 160 $15.1K <0.01% -141 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 128 $12.1K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 128 $12.1K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 131 $12K <0.01% 0 13F-HR Timeline LOWE BROCKENBROUGH & CO INC More: the full row for LOWE BROCKENBROUGH & CO INC 126 $11.9K <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 122 $11.5K <0.01% -212 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 117 $11.1K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 114 $10.8K <0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 111 $10.5K <0.01% 0 13F-HR Timeline Topsail Wealth Management, LLC More: the full row for Topsail Wealth Management, LLC 108 $10.2K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 105 $9.93K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 105 $9.93K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 104 $9.84K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 100 $9.46K 0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 99 $9.36K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 93 $8.79K <0.01% -33,084 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 92 $8.7K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 91 $8.61K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 87 $8.23K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 86 $8.13K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 86 $8.13K <0.01% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 85 $8.04K <0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 85 $8.04K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 76 $7.19K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 72 $6.81K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 71 $6.71K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 71 $6.71K <0.01% -966 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 66 $6.24K <0.01% 0 13F-HR Timeline Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 65 $6.15K <0.01% 0 13F-HR Timeline Balentine LLC More: the full row for Balentine LLC 65 $6.15K <0.01% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 65 $6.15K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 65 $6.15K <0.01% 0 13F-HR Timeline First Bancorp, Inc /ME/ More: the full row for First Bancorp, Inc /ME/ 61 $5.77K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 61 $5.77K <0.01% +54 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 58 $5.46K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 56 $5.3K <0.01% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 55 $5.2K <0.01% -33 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 54 $5.11K <0.01% 0 13F-HR Timeline LifeSteps Financial, Inc. More: the full row for LifeSteps Financial, Inc. 51 $4.82K <0.01% new 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 51 $4.82K <0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 51 $4.82K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 50 $4.73K <0.01% -17 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 45 $4.26K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 44 $4.16K <0.01% 0 13F-HR Timeline REICON WEALTH ADVISORS, LLC More: the full row for REICON WEALTH ADVISORS, LLC 43 $4.07K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 42 $3.97K <0.01% +5 13F-HR Timeline Towne Trust Company, N.A More: the full row for Towne Trust Company, N.A 41 $3.88K <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 41 $3.88K <0.01% 0 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 40 $3.78K <0.01% 0 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 37 $3.5K 0.01% 0 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 296,006 $3.15K <0.01% +292,287 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 33 $3.12K <0.01% 0 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 32 $3.03K <0.01% -77,921 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 27 $2.55K <0.01% new 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 20 $1.89K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 19 $1.8K <0.01% +5 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 15 $1.42K <0.01% +12 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 15 $1.42K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 14 $1.34K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 12 $1.14K <0.01% -29 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 12 $1.12K <0.01% new 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 12 $1K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 10 $965 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $907 <0.01% -2 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 9 $851 <0.01% -53 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 8 $767 <0.01% +3 13F-HR Timeline Group Sankala Group LLC More: the full row for Sankala Group LLC 6 $579 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 6 $567 <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 5 $492 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 5 $490 <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 2 $189 <0.01% new 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1 $95 <0.01% 13F-HR Timeline Group Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 1 $95 <0.01% -302 13F-HR Timeline Group GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 4 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 35,652 $1.5K new 13F-HR Timeline Value about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.