MIDLAND WEALTH ADVISORS, LLC More: the full row for MIDLAND WEALTH ADVISORS, LLC 2,036 $212K 0.01% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 2,036 $212K 0.01% -70 13F-HR Timeline Phoenix Financial Ltd. in group Phoenix Financial Ltd. More: the full row for Phoenix Financial Ltd. 2,030 $211K <0.01% new 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 2,029 $211K 0.04% new 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 2,012 $209K 0.05% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 2,000 $208K 0.02% new 13F-HR Timeline LaSalle St. Investment Advisors, LLC More: the full row for LaSalle St. Investment Advisors, LLC 2,000 $208K 0.03% -121 13F-HR Timeline Kraft, Davis & Associates, LLC More: the full row for Kraft, Davis & Associates, LLC 1,921 $201K 0.04% -1,666 13F-HR Timeline Granite Bay Wealth Management, LLC More: the full row for Granite Bay Wealth Management, LLC 1,932 $201K 0.02% new 13F-HR Timeline Sloy Dahl & Holst, LLC More: the full row for Sloy Dahl & Holst, LLC 1,925 $200K 0.02% new 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 1,900 $198K 0.02% +49 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 1,862 $194K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 1,796 $187K 0.01% +1,707 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1,666 $173K 0.05% -2 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 1,661 $173K 0.03% +34 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,582 $164K 0.07% 0 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,520 $158K <0.01% -303 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 1,500 $156K 0.11% 0 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 1,500 $156K 0.08% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 1,472 $153K 0.03% 0 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 1,400 $146K 0.03% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,371 $143K <0.01% +8 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,296 $135K <0.01% -1,750 13F-HR Timeline Group PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 1,200 $125K <0.01% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 1,100 $114K 0.01% -100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 1,093 $114K 0.06% 0 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,074 $112K <0.01% +54 13F-HR Timeline Group Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 1,039 $108K 0.02% 13F-HR Timeline Group PRUDENTIAL PLC in group PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC 1,000 $104K <0.01% new 13F-HR Timeline Group Crewe Advisors LLC More: the full row for Crewe Advisors LLC 889 $92.4K 0.01% -122 13F-HR Timeline BAYBAN More: the full row for BAYBAN 860 $89.4K 0.07% 0 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 854 $88.8K 0.02% 0 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 850 $88.4K 0.08% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 836 $86.9K 0.01% 0 13F-HR Timeline Group Hoese & Co LLP More: the full row for Hoese & Co LLP 833 $86.6K 0.06% -615 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 832 $86.5K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 742 $77.1K 0.01% 0 13F-HR Timeline CASTLEKEEP INVESTMENT ADVISORS LLC More: the full row for CASTLEKEEP INVESTMENT ADVISORS LLC 726 $75.5K 0.04% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 714 $74.2K 0.02% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 700 $72.8K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 679 $70.6K 0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 667 $69.3K <0.01% 0 13F-HR Timeline Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 644 $67K 0.01% new 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 629 $65.4K <0.01% +182 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 620 $64.5K 0.02% new 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 606 $63K <0.01% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 600 $62.4K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 596 $62K 0.03% +484 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 590 $61.3K <0.01% -140 13F-HR Timeline Group Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 542 $56.3K 0.02% new 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 535 $55.6K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 534 $55.6K 0.02% 0 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 513 $53.3K 0.01% 0 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 500 $52K <0.01% -250 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 494 $51.4K <0.01% 0 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 481 $50K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 458 $47.6K 0.01% 0 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 444 $46.2K <0.01% -239 13F-HR Timeline Group GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 427 $44.4K <0.01% -174 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 405 $42K <0.01% 0 13F-HR Timeline Centerpoint Advisors, LLC More: the full row for Centerpoint Advisors, LLC 402 $42K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 398 $41.9K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 382 $39.7K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 368 $38.3K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 342 $35.6K <0.01% 0 13F-HR Timeline Group MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 335 $34.8K 0.02% 0 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 326 $33.9K <0.01% -334 13F-HR Timeline Group Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 324 $33.7K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 315 $32.7K <0.01% 0 13F-HR Timeline Pflug Koory, LLC More: the full row for Pflug Koory, LLC 313 $32.6K 0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 290 $30.1K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 290 $30.1K 0.01% new 13F-HR Timeline Trust Co More: the full row for Trust Co 287 $29.8K <0.01% +15 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 283 $29.4K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 282 $29.3K 0.02% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 267 $27.8K <0.01% 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 250 $26K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 230 $23.9K <0.01% 0 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 225 $23.4K <0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 222 $23.1K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 213 $22.1K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 209 $21.7K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 201 $20.9K <0.01% 0 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 200 $20.8K 0.01% 0 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 196 $20.4K <0.01% 0 13F-HR Timeline Group Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 196 $20.4K <0.01% 0 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 196 $20.3K <0.01% +195 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 188 $19.5K <0.01% 0 13F-HR Timeline Glassman Wealth Services More: the full row for Glassman Wealth Services 184 $19.1K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 169 $17K <0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 160 $16.6K 0.01% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 159 $16.5K <0.01% +75 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 138 $14.3K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 130 $13.5K <0.01% +124 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Tidemark, LLC More: the full row for Tidemark, LLC 129 $13.4K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 125 $13K <0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 114 $11.9K <0.01% -284 13F-HR Timeline Collier Financial More: the full row for Collier Financial 106 $11K 0.01% -401 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 100 $10.4K <0.01% 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 85 $8.84K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 83 $8.63K <0.01% 0 13F-HR/A Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 77 $8.1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 73 $8K <0.01% new 13F-HR Timeline VAN ECK ASSOCIATES CORP in group VAN ECK ASSOCIATES CORP More: the full row for VAN ECK ASSOCIATES CORP 74 $7.69K <0.01% -55 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 69 $7.17K <0.01% -331 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 75 $7K <0.01% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 65 $6.76K <0.01% 0 13F-HR Timeline Group Gleason Group, Inc. More: the full row for Gleason Group, Inc. 50 $5.2K <0.01% 0 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 45 $4.68K <0.01% -40 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 43 $4.47K <0.01% -50 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 41 $4.21K <0.01% new 13F-HR Timeline Midway Capital Research & Management More: the full row for Midway Capital Research & Management 40 $4.16K <0.01% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 39 $4.05K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 33 $3.43K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 21 $2.18K <0.01% +5 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 18 $1.9K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 16 $1.66K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 13 $1.37K <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 12 $1.25K <0.01% new 13F-HR Timeline ALERUS FINANCIAL NA More: the full row for ALERUS FINANCIAL NA 5 $520 <0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 4 $416 <0.01% -10 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 4 $416 <0.01% new 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 1 $150 <0.01% new 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 1 $0 0% -2,800 13F-HR Timeline Group Value filed as zero, left out of ratios.