Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 340 $22.9K 0.01% -1,407 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 335 $22.6K 0.02% +55 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 333 $22.5K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 328 $22.1K 0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 327 $22.1K 0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 325 $21.9K <0.01% -23 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 325 $21.9K 0.33% new 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 321 $21.6K 0.02% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 320 $21.6K 0.01% +214 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 318 $21.4K 0.01% +2 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $20.2K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $20.2K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 297 $20K 0.01% 0 13F-HR/A Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 300 $20K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 295 $19.9K 0.01% +145 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 286 $19.3K 0.01% -106 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 279 $18.8K 0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 274 $18.6K <0.01% +183 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 269 $18.1K 0.01% 0 13F-HR Timeline Accordant Advisory Group Inc More: the full row for Accordant Advisory Group Inc 269 $18.1K 0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 269 $18.1K 0.01% -14,950 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 265 $17.9K <0.01% +10 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 262 $17.7K 0.03% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 248 $16.7K 0.02% +3 13F-HR/A Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 244 $16.5K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 242 $16.3K 0.01% +2 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 241 $16.3K 0.01% +36 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 240 $16.2K 0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 238 $16.1K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 226 $15.2K <0.01% +23 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 225 $15.2K <0.01% 0 13F-HR Timeline WFA Asset Management Corp More: the full row for WFA Asset Management Corp 230 $15.1K 0.01% -61 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 228 $15K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 220 $14.8K 0.01% new 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 215 $14.5K 0.01% new 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 213 $14.4K 0.01% +44 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 219 $14K 0.01% +150 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 207 $14K <0.01% -100 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 207 $14K <0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 200 $13.5K 0.01% -17 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 200 $13.5K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clean Yield Group More: the full row for Clean Yield Group 200 $13.5K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 200 $13.5K 0.01% 0 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 200 $13.5K 0.01% 0 13F-HR Timeline CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 200 $13.5K 0.01% 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 200 $13.5K 0.01% 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 194 $13.1K <0.01% 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 209 $13K <0.01% +5 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 189 $12.7K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 177 $11.9K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 169 $11.4K <0.01% +12 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 168 $11.3K 0.03% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 167 $11.3K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 166 $11.2K 0.01% +1 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 166 $11.2K 0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 159 $10.7K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 159 $10.7K 0.01% +32 13F-HR Timeline MORGAN DEMPSEY CAPITAL MANAGEMENT LLC More: the full row for MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 154 $10.5K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 157 $10K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 145 $9.78K <0.01% +11 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 143 $9.64K 0.01% 0 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 142 $9.64K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 147 $9.5K 0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 140 $9.44K <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 138 $9.31K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 137 $9.29K <0.01% +33 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 135 $9.21K <0.01% +52 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 134 $9.04K <0.01% +39 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 148 $9K <0.01% +34 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 124 $8.36K <0.01% -22 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 122 $8.24K 0.01% +1 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 115 $7.76K 0.01% +45 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 103 $7.46K 0.08% -17 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 124 $7.41K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 108 $7.29K <0.01% +1 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 105 $7.08K <0.01% 0 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 104 $7.02K <0.01% +1 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 114 $7K <0.01% -13,732 13F-HR Timeline Group Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 100 $6.74K 0.01% 0 13F-HR Timeline TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 100 $6.74K <0.01% 0 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 100 $6.74K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 99 $6.68K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 97 $6.54K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 96 $6.47K <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 94 $6.34K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 91 $6.14K <0.01% 0 13F-HR Timeline Group Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 90 $6.07K <0.01% 0 13F-HR Timeline Sherman Asset Management, Inc. More: the full row for Sherman Asset Management, Inc. 90 $6.07K 0.01% 0 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 83 $6K <0.01% +8 13F-HR Timeline Group Transce3nd, LLC More: the full row for Transce3nd, LLC 82 $5.53K <0.01% 0 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 81 $5.46K <0.01% 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 80 $5.39K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 80 $5.39K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 78 $5.26K <0.01% -61 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 76 $5.12K 0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 73 $4.92K <0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 71 $4.79K <0.01% -16 13F-HR/A Timeline Group Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 70 $4.74K <0.01% new 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 70 $4.72K <0.01% new 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 69 $4.65K <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 69 $4.65K <0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 69 $4.65K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 68 $4.59K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 67 $4.52K <0.01% +33 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 67 $4.52K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 64 $4.32K <0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 62 $4.18K 0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 60 $4.05K <0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 3,979 $3.98K 0.01% +3,920 13F-HR/A Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 58 $3.91K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 58 $3.91K <0.01% 0 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 55 $3.71K <0.01% new 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 55 $3.71K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 52 $3.51K <0.01% +14 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 50 $3.37K <0.01% -50 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 50 $3.37K <0.01% 0 13F-HR Timeline Ryan Investment Management, Inc. More: the full row for Ryan Investment Management, Inc. 50 $3.37K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 48 $3.31K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 47 $3.17K <0.01% -1 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 43 $2.92K <0.01% +24 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 37 $2.55K <0.01% -1,635 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 38 $2.52K <0.01% -127 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 36 $2.43K <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 35 $2.36K <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 34 $2.29K <0.01% -25 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 33 $2.23K <0.01% 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 31 $2.09K 0.1% -17 13F-HR Timeline Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 30 $2.02K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 25 $1.69K <0.01% 0 13F-HR/A Timeline Eukles Asset Management More: the full row for Eukles Asset Management 25 $1.69K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 19 $1.28K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,835 $1.24K 0.05% +475 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 18 $1.21K <0.01% +8 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 17 $1.15K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 16 $1.09K <0.01% new 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 11 $1K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 14 $944 <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 12 $815 <0.01% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 10 $675 <0.01% 0 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10 $618 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 8 $552 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 5 $338 <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 5 $338 <0.01% -8 13F-HR Timeline Group BRIDGE GENERATIONS WEALTH MANAGEMENT LLC More: the full row for BRIDGE GENERATIONS WEALTH MANAGEMENT LLC 4 $270 <0.01% 0 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4 $265 <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1 $67 <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $67 <0.01% -265 13F-HR Timeline 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.