Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 2,000 $201K 0.02% 0 13F-HR Timeline Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 2,000 $201K <0.01% new 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 1,994 $201K 0.08% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,902 $192K 0.04% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 1,790 $180K 0.08% -19 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 1,769 $178K 0.01% -480 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 1,769 $178K 0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,641 $165K 0.01% +601 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,623 $163K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 1,609 $162K 0.06% +555 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 1,580 $159K 0.03% +501 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,555 $157K <0.01% -450 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 1,519 $153K 0.03% 0 13F-HR/A Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,430 $144K 0.04% 0 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 1,359 $137K 0.01% new 13F-HR Timeline Peck Wealth Management, LLC More: the full row for Peck Wealth Management, LLC 1,175 $118K 0.11% 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,108 $112K <0.01% +3 13F-HR Timeline Group OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,000 $101K 0.04% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 980 $98.7K 0.01% +100 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 955 $96.2K 0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 920 $92.6K 0.02% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 830 $84K <0.01% -250 13F-HR Timeline Group VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 799 $80K 0.01% -1,340 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 753 $75.8K <0.01% +689 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 735 $74K 0.03% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 725 $73K 0.05% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Aspect Partners, LLC More: the full row for Aspect Partners, LLC 700 $70.5K 0.03% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 645 $64.9K 0.01% 0 13F-HR Timeline Group Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 618 $62.2K 0.01% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 601 $60.5K 0.01% 0 13F-HR Timeline Register Financial Advisors LLC More: the full row for Register Financial Advisors LLC 594 $59.8K 0.02% +2 13F-HR Timeline Lummis Asset Management, LP More: the full row for Lummis Asset Management, LP 541 $54.5K 0.04% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 538 $54.2K 0.04% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 532 $53.6K 0.03% +277 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 528 $53.2K <0.01% new 13F-HR Timeline Group AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 459 $46.2K <0.01% +200 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 452 $45.5K 0.02% 0 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 413 $41.6K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 398 $40.1K 0.02% +6 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 395 $39.8K <0.01% -119 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 366 $36.9K <0.01% +3 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 364 $36.5K 0.01% new 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 355 $35.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 351 $35.3K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 324 $32.6K <0.01% 0 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 303 $30.5K 0.01% 13F-HR Timeline Group EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 296 $29.8K 0.03% +79 13F-HR/A Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 280 $28.2K <0.01% +30 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 278 $28K 0.01% new 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 246 $24.8K <0.01% -2,421 13F-HR Timeline Group 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 218 $21.9K 0.01% -52 13F-HR Timeline MORRIS FINANCIAL CONCEPTS, INC. More: the full row for MORRIS FINANCIAL CONCEPTS, INC. 213 $21.4K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 199 $20K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 4,124 $20K <0.01% +3,782 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 167 $16.8K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 163 $16.4K <0.01% -2,675 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 158 $15.9K <0.01% new 13F-HR Timeline Group Costello Asset Management, INC More: the full row for Costello Asset Management, INC 148 $14.9K 0.01% +1 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 140 $14.1K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 124 $12.5K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 117 $11.8K <0.01% 0 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 109 $11K <0.01% new 13F-HR Timeline Cordant, Inc. More: the full row for Cordant, Inc. 107 $10.8K <0.01% +7 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 100 $10.1K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 100 $10.1K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 100 $10.1K <0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 102 $10K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 99 $9.97K 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 99 $9.97K <0.01% 0 13F-HR Timeline Group Guerra Advisors Inc More: the full row for Guerra Advisors Inc 98 $9.87K <0.01% new 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) 92 $9.26K <0.01% -29 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 83 $8.36K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 81 $8.16K <0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 72 $7.25K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 70 $7.02K 0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 65 $6.57K <0.01% +1 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 65 $6.54K <0.01% 0 13F-HR Timeline Abich Financial Wealth Management LLC More: the full row for Abich Financial Wealth Management LLC 55 $5.54K <0.01% 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 53 $5.34K 0.02% -604 13F-HR Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 50 $5.04K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 50 $5.04K <0.01% new 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 39 $3.94K <0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 39 $3.91K <0.01% -5 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 36 $3.62K <0.01% new 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 35 $3.56K <0.01% -75 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 28 $2.82K <0.01% 0 13F-HR Timeline Group Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 27 $2.71K <0.01% +1 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 24 $2.42K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 23 $2.32K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 16 $1.61K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 12 $1.21K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 11 $1.11K <0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 7 $704 <0.01% 0 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2 $201 <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1 $69 <0.01% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 0 $3 <0.01% new 13F-HR Timeline Group Amount filed as zero, left out of ratios.