Torren Management, LLC More: the full row for Torren Management, LLC 913 $12.1K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 879 $12K 0.01% 0 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 894 $11.8K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 855 $11.3K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 776 $10.2K <0.01% -4 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 726 $9.58K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 715 $9.44K <0.01% +85 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 705 $9.31K 0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 700 $9.24K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 672 $8.87K <0.01% -23 13F-HR Timeline Group Asset Dedication, LLC More: the full row for Asset Dedication, LLC 661 $8.73K <0.01% -1,000 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 612 $8K <0.01% +16 13F-HR/A Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 600 $7.92K <0.01% 0 13F-HR Timeline Group TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 588 $7.76K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 582 $7.68K <0.01% +60 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 563 $7.43K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 550 $7.26K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 550 $7.26K <0.01% +200 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 546 $7.21K <0.01% -45 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 500 $7K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 509 $6.72K <0.01% new 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 500 $6.6K <0.01% 0 13F-HR Timeline Group WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 500 $6.6K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 500 $6.6K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 500 $6.6K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 500 $6.6K 0.1% +250 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 468 $6.18K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 467 $6K <0.01% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 415 $5.48K <0.01% +104 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 405 $5.35K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 400 $5.28K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 400 $5.28K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 388 $5.12K <0.01% -2,500 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 387 $5.11K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 350 $4.62K <0.01% 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 344 $4.54K <0.01% +9 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 300 $4.31K <0.01% 0 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 300 $4K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 300 $3.96K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 300 $3.96K <0.01% 0 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 300 $3.96K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 267 $3.52K <0.01% new 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 265 $3.5K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 251 $3.31K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 250 $3.3K <0.01% new 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 250 $3.3K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 250 $3.3K <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 250 $3.3K <0.01% 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 13 $3.3K <0.01% -3 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 249 $3.29K <0.01% +3 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 235 $3.1K <0.01% new 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 220 $2.9K <0.01% -100 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 200 $2.85K <0.01% new 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 201 $2.65K <0.01% 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $2.64K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 200 $2.64K <0.01% +150 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 200 $2.64K <0.01% 0 13F-HR/A Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 200 $2.64K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $2.64K <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 198 $2.61K <0.01% -3,306 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 183 $2.42K <0.01% +83 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 181 $2.39K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 163 $2.15K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 153 $2.02K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 142 $1.87K <0.01% 0 13F-HR Timeline Group Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 125 $1.65K <0.01% -500 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 124 $1.64K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 113 $1.49K <0.01% -423 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 100 $1.32K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $1.32K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $1.32K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 93 $1.23K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 90 $1.19K <0.01% 0 13F-HR Timeline Group GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 82 $1.08K <0.01% -3,712 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 79 $1.04K <0.01% +37 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 70 $924 <0.01% new 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 70 $924 <0.01% 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 50 $660 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 50 $660 <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $660 <0.01% -50 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $660 <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 48 $634 <0.01% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 38 $502 <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 37 $489 <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 34 $449 <0.01% new 13F-HR Timeline Group Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 30 $396 <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 28 $370 <0.01% 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 27 $356 <0.01% new 13F-HR Timeline Group MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 13 $172 <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 12 $153 <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 7 $92 <0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 2 $27 <0.01% 0 13F-HR Timeline