Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 540 $38.2K 0.01% -7 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 537 $38K 0.01% -3,000 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 525 $37.1K 0.03% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 514 $36.4K 0.11% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 500 $35.4K 0.02% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 490 $34.7K 0.04% -265 13F-HR/A Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 488 $34.5K 0.02% +1 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 483 $34.2K 0.01% new 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 479 $33.9K 0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 476 $33.7K 0.01% -1 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 463 $32.8K 0.03% 0 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 458 $32.4K 0.05% new 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 496 $31.6K 0.02% +2 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 435 $30.8K <0.01% -3,065 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. New Millennium Group LLC More: the full row for New Millennium Group LLC 418 $29.5K 0.02% -25 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 400 $28.7K 0.03% 0 13F-HR Timeline Twin Lakes Capital Management, LLC More: the full row for Twin Lakes Capital Management, LLC 400 $28.3K 0.02% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 400 $28.1K 0.02% -192 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 390 $27.6K 0.01% 0 13F-HR Timeline TOBAM More: the full row for TOBAM 376 $27K 0.01% -2,286 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 376 $27K <0.01% +1 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 368 $26K <0.01% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 375 $26K <0.01% -15,960 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 367 $26K 0.02% +360 13F-HR Timeline Horrell Capital Management, Inc. More: the full row for Horrell Capital Management, Inc. 359 $25.4K 0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 357 $25.4K 0.01% +8 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 355 $25.3K 0.01% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 352 $24.9K 0.01% 0 13F-HR Timeline MorganRosel Wealth Management, LLC More: the full row for MorganRosel Wealth Management, LLC 344 $24.3K 0.01% 0 13F-HR Timeline Riverview Trust Co More: the full row for Riverview Trust Co 330 $23.3K 0.03% -1,935 13F-HR Timeline Hara Capital LLC More: the full row for Hara Capital LLC 323 $22.9K 0.01% -400 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 312 $22.1K 0.01% 0 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 316 $22K 0.01% 0 13F-HR Timeline Midwest Capital Advisors, LLC More: the full row for Midwest Capital Advisors, LLC 310 $21.9K 0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 309 $21.9K 0.01% new 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 300 $21.3K 0.01% new 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 300 $21.2K 0.01% 0 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 295 $20.9K 0.01% -118 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 290 $20.5K 0.01% 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 290 $20.5K 0.01% +285 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 285 $20.2K 0.02% +45 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 284 $20.1K 0.02% 0 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 280 $19.8K 0.02% 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 277 $19.6K 0.01% -1 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 262 $18.5K 0.02% 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 261 $18.4K 0.02% +241 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 258 $18.2K 0.01% +21 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 255 $18K 0.01% +53 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 253 $18K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 250 $17.7K 0.01% -26 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 240 $17K 0.02% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 230 $16.3K 0.01% new 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 227 $16.1K 0.01% -6 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 200 $14.2K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 200 $14.2K 0.01% new 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 200 $14.2K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 196 $13.9K 0.01% +3 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 185 $13.1K 0.01% +66 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 183 $13K 0.01% +1 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 179 $12.7K <0.01% +144 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 165 $11.7K <0.01% 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 160 $11.3K 0.01% 13F-HR Timeline Sagard Holdings Management Inc. More: the full row for Sagard Holdings Management Inc. 154 $10.9K 0.03% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 151 $10.7K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 148 $10.5K 0.01% -100 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 147 $10.4K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 147 $10.4K <0.01% -133 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 145 $10.3K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 141 $9.98K <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 140 $9.9K <0.01% -2 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 133 $9.47K <0.01% +59 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 134 $9.46K <0.01% +1 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 127 $8.9K <0.01% 0 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 125 $8.84K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 105 $7.43K <0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 103 $7.29K 0.11% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 101 $7.16K <0.01% +1 13F-HR Timeline LONGFELLOW INVESTMENT MANAGEMENT CO LLC More: the full row for LONGFELLOW INVESTMENT MANAGEMENT CO LLC 101 $7.15K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 100 $7.08K <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 100 $7.05K 0.01% +11 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 98 $6.92K <0.01% +14 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 88 $6.23K <0.01% +21 13F-HR Timeline Group Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 83 $5.94K <0.01% -1,714 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 82 $5.78K <0.01% new 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 75 $5.28K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 74 $5.24K 0.26% -67 13F-HR Timeline Koesten, Hirschmann & Crabtree, INC. More: the full row for Koesten, Hirschmann & Crabtree, INC. 64 $4.5K <0.01% +47 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 5,892 $4.17K 0.16% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 58 $4.1K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 55 $3.89K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 53 $3.75K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 52 $3.68K 0.01% new 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 50 $3.54K <0.01% 0 13F-HR Timeline Evergreen Private Wealth LLC More: the full row for Evergreen Private Wealth LLC 47 $3.33K <0.01% new 13F-HR Timeline Robbins Farley More: the full row for Robbins Farley 44 $3.11K <0.01% 0 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 44 $3.11K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 40 $2.83K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 40 $2.83K <0.01% -80 13F-HR Timeline Group North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $2.12K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 27 $1.94K <0.01% -323 13F-HR Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 27 $1.88K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 22 $1.56K <0.01% new 13F-HR Timeline BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 21 $1.49K <0.01% 0 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 20 $1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 13 $1K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 8 $566 0.01% -103 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 6 $425 <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 3 $213 <0.01% 0 13F-HR Timeline Avenir Tech Ltd More: the full row for Avenir Tech Ltd 1 $71 <0.01% new 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 2 $0 0% -25 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 0 $0 0% -1,350 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.