Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,500 $7.5K <0.01% +1,345 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 1,482 $7.41K <0.01% 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,350 $6.75K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 1,213 $6.06K <0.01% +18 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,024 $5.12K <0.01% 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 1,000 $5K <0.01% -1,313 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,000 $5K <0.01% -1,000 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 963 $4.82K <0.01% +963 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 858 $4.29K <0.01% -259 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 807 $4.04K <0.01% -13,500 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 799 $4K <0.01% -40 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 747 $3.73K <0.01% -6,511 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 739 $3.69K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 737 $3.69K <0.01% new 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 680 $3.4K <0.01% +10 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 671 $3.35K <0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 642 $3.21K <0.01% +601 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 582 $2.91K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 575 $2.88K <0.01% +473 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 519 $2.6K <0.01% new 13F-HR/A Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 511 $2.56K <0.01% -157,580 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 500 $2.5K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 494 $2.47K <0.01% +69 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 494 $2.47K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 454 $2.27K <0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 432 $2.16K <0.01% +6 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 405 $2.02K <0.01% 0 13F-HR Timeline Group DANSKE BANK A/S More: the full row for DANSKE BANK A/S 400 $2K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 337 $1.69K <0.01% +16 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 328 $1.66K <0.01% 0 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 310 $1.55K <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 278 $1.39K <0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 272 $1.36K <0.01% +4 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 260 $1.3K <0.01% 0 13F-HR Timeline Group Front Row Advisors LLC More: the full row for Front Row Advisors LLC 250 $1.27K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 250 $1.25K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 219 $1.09K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 211 $1.05K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 204 $1K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 200 $1K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 200 $1K <0.01% 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 197 $985 <0.01% -1,400 13F-HR Timeline Group Turning Point Benefit Group, Inc. More: the full row for Turning Point Benefit Group, Inc. 176 $880 <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 167 $835 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 151 $755 <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 134 $670 <0.01% new 13F-HR Timeline Group Caitlin John, LLC More: the full row for Caitlin John, LLC 131 $656 <0.01% +2 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 130 $650 <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 120 $600 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 117 $585 <0.01% 13F-HR/A Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 113 $565 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 112 $560 <0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 111 $555 <0.01% -800 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 100 $500 <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 99 $495 <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 95 $475 <0.01% new 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 93 $473 <0.01% 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 86 $438 <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 68 $340 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 47 $235 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 45 $225 <0.01% +1 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 44 $220 <0.01% 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 42 $210 <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 35 $175 <0.01% +24 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 34 $170 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 32 $160 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $115 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 10 $50 <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 3 $14 <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 3 $14 <0.01% 0 13F-HR Timeline Weiss Asset Management LP in group Weiss Asset Management LP More: the full row for Weiss Asset Management LP 1 $5 <0.01% 0 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Key Financial Inc More: the full row for Key Financial Inc 1 $5 <0.01% 0 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 1 $5 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 0 $0 0% -1 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.