HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 375 $49.1K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 374 $49K 0.06% 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 368 $48.2K 0.04% 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 367 $48.1K 0.02% -80 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 361 $47.3K 0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 357 $47K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Leonteq Securities AG More: the full row for Leonteq Securities AG 350 $45.9K <0.01% +97 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 342 $44.8K 0.01% 0 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 307 $44.4K <0.01% new 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 331 $43.2K 0.02% -16 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 317 $41.5K 0.01% 0 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 316 $41.5K 0.01% +4 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 311 $40.8K 0.03% +4 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 310 $40.6K 0.02% 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 296 $38.8K 0.03% +14 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 293 $38.4K <0.01% -88 13F-HR Timeline OFI INVEST ASSET MANAGEMENT More: the full row for OFI INVEST ASSET MANAGEMENT 300 $38K <0.01% 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 288 $37.7K 0.02% new 13F-HR Timeline Kiely Wealth Advisory Group, Inc. More: the full row for Kiely Wealth Advisory Group, Inc. 280 $36.8K 0.02% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 269 $35.2K <0.01% 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 245 $34.9K <0.01% new 13F-HR Timeline Group CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 264 $34.6K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 263 $34.5K 0.01% +2 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 262 $34.5K 0.03% 13F-HR Timeline Clean Yield Group More: the full row for Clean Yield Group 262 $34.3K 0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 260 $34.1K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 258 $33K 0.02% +1 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 250 $32.8K 0.03% 13F-HR/A Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 233 $32.6K 0.03% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 242 $31.7K <0.01% 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 239 $31.3K <0.01% +3 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 228 $29.9K <0.01% +1 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 221 $28.9K <0.01% +75 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 220 $28.8K 0.03% 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 215 $28.2K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 210 $27.5K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 207 $27.1K 0.03% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 205 $26.9K 0.01% +1 13F-HR/A Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 204 $26.7K 0.02% +4 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 200 $26.2K 0.01% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 200 $26.2K 0.02% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 200 $26.2K 0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 200 $26.1K <0.01% -9 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 195 $25.6K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 200 $25.1K 0.03% -54 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 198 $25K 0.01% -26 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 191 $25K <0.01% new 13F-HR Timeline Group William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 189 $24.8K 0.02% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 174 $24.8K 0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 188 $24.6K <0.01% -18 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 187 $24.5K 0.01% +2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 186 $24.4K 0.01% new 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 185 $24.2K 0.01% +38 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 185 $24.2K 0.02% +90 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 179 $23.5K 0.01% 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 175 $23.1K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 175 $23K 0.01% -100 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 171 $22.5K 0.02% 0 13F-HR Timeline LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 170 $22.3K 0.01% new 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 165 $21.6K 0.01% -16 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 163 $21.4K 0.01% +8 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 164 $21.3K 0.01% 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 161 $21.1K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 160 $21K 0.01% -64 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 156 $20K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 150 $19.8K 0.02% 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 151 $19.7K 0.01% -4 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 150 $19.7K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 146 $19.1K 0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 150 $19K 0.02% 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 136 $17.8K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 135 $17K <0.01% -3 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 126 $16.5K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 124 $16.2K <0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 120 $15K 0.01% -2,436 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 113 $14.8K <0.01% 0 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 110 $14.4K 0.01% 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 107 $14K <0.01% -50 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 107 $14K 0.01% +77 13F-HR Timeline CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 105 $14K <0.01% 0 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 105 $13.8K <0.01% new 13F-HR Timeline Group Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 105 $13.8K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 104 $13.7K <0.01% -70 13F-HR/A Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 102 $13.4K 0.01% 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $13.2K <0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 100 $13.1K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 100 $13.1K 0.01% +95 13F-HR Timeline Kessler Investment Group, LLC More: the full row for Kessler Investment Group, LLC 100 $13.1K 0.01% 0 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 100 $13.1K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 100 $13.1K 0.01% -8 13F-HR Timeline AlphaMark Advisors, LLC More: the full row for AlphaMark Advisors, LLC 100 $13K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 93 $12.3K 0.01% -12 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 88 $11.6K <0.01% -59 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 88 $11.6K 0.01% +17 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 86 $11.3K <0.01% -11 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 84 $11K 0.01% new 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 83 $10.9K 0.02% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 80 $10.5K <0.01% new 13F-HR Timeline Group FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 80 $10.5K <0.01% -68 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 75 $9.83K 0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 74 $9.74K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 71 $9.3K 0.02% -185 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 71 $9.3K 0.01% 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 68 $8.91K <0.01% 0 13F-HR Timeline Founders Capital Management More: the full row for Founders Capital Management 65 $8.52K 0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 60 $7.86K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 60 $7.82K 0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 60 $7.82K 0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 59 $7.73K <0.01% -3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 53 $6.95K 0.01% new 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 52 $6.81K 0.01% 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 52 $6.79K <0.01% 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 50 $6.55K <0.01% new 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 50 $6.55K <0.01% -10 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 50 $6.55K <0.01% -558 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 50 $6.51K <0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 49 $6.42K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 45 $5.9K <0.01% +7 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 45 $5.84K <0.01% new 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 43 $5.63K <0.01% 13F-HR Timeline Group Davis Capital Management More: the full row for Davis Capital Management 40 $5.24K <0.01% 0 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 35 $5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 35 $4.59K <0.01% 0 13F-HR Timeline INVESTMENT COUNSEL CO OF NEVADA More: the full row for INVESTMENT COUNSEL CO OF NEVADA 34 $4.49K 0.01% 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 34 $4.46K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 33 $4.32K <0.01% 0 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 31 $4.06K <0.01% +6 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 29 $3.8K <0.01% -23 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 27 $3.57K <0.01% -5 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 27 $3.54K <0.01% 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 26 $3.41K <0.01% -300 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 25 $3.28K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 25 $3.28K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 26 $3K <0.01% +1 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 21 $2.75K <0.01% -4 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 20 $2.59K <0.01% -18 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 19 $2.46K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $2.23K <0.01% 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 16 $2.1K <0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 16 $2.1K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 16 $2.05K <0.01% 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 15 $1.97K <0.01% 0 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 14 $1.83K <0.01% -300 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 13 $1.7K <0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 12 $1.57K <0.01% 0 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 12 $1.57K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 11 $1.44K <0.01% -27 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 7 $985 0.09% -7,309 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 7 $917 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $655 <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $655 <0.01% 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 4 $524 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $524 <0.01% -1 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 4 $524 <0.01% 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 2 $269 <0.01% 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 2 $262 <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 165 $216 0.01% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 1 $131 <0.01% new 13F-HR Timeline Vinland Capital Management Gestora de R… More: the full row for Vinland Capital Management Gestora de Recursos LTDA. 0 $0 0% -6,405 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.