Kilter Group LLC More: the full row for Kilter Group LLC 495 $59.5K 0.03% -14 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 449 $57.7K 0.03% +49 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 476 $57K 0.01% +1 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 472 $56.8K 0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 466 $56.4K 0.01% +451 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 467 $56.1K 0.06% -863 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 466 $56.1K 0.01% +266 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 699 $55.3K 0.02% -663 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 460 $55.3K 0.04% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 460 $55.3K 0.02% -113 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 460 $55.3K 0.04% +4 13F-HR Timeline FIDUCIARY ADVISORS, INC. More: the full row for FIDUCIARY ADVISORS, INC. 453 $54.5K 0.04% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 429 $51.6K 0.02% +356 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 426 $51.2K 0.01% new 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 425 $51.1K 0.02% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 420 $50.9K 0.02% 0 13F-HR/A Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 412 $49.6K 0.04% -163 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 411 $49.5K 0.03% new 13F-HR Timeline AXS Investments LLC More: the full row for AXS Investments LLC 408 $49.1K 0.02% -119 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 407 $49K 0.02% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 380 $45.8K <0.01% +30 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 400 $45.3K 0.02% -1,000 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 374 $45K 0.77% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 374 $45K 0.01% +80 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 375 $44.9K 0.04% +328 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 370 $44.5K 0.01% +34 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 365 $43.9K 0.01% +1 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 361 $43.4K 0.01% +16 13F-HR Timeline Evergreen Advisors, LLC More: the full row for Evergreen Advisors, LLC 359 $43.2K 0.01% new 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 347 $41.7K 0.02% 0 13F-HR/A Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 333 $40.1K 0.04% +233 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 328 $39.5K 0.03% +25 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 327 $39.3K <0.01% 0 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 324 $39K 0.02% new 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 320 $38.4K 0.02% -42 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 319 $38.4K 0.01% +60 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 312 $37.5K 0.04% 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 301 $36.2K 0.03% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 297 $36K 0.01% 0 13F-HR Timeline Horizons Wealth Management More: the full row for Horizons Wealth Management 298 $35.8K 0.02% -46 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 296 $35.6K 0.01% new 13F-HR Timeline Barnes Dennig Private Wealth Management… More: the full row for Barnes Dennig Private Wealth Management LLC 294 $35.4K 0.04% 0 13F-HR Timeline Harbor Asset Planning, Inc. More: the full row for Harbor Asset Planning, Inc. 285 $34.3K 0.03% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 283 $34K 0.03% +25 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 272 $32.8K 0.01% -684 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 272 $32.8K 0.01% +31 13F-HR Timeline Security National Bank More: the full row for Security National Bank 267 $32.1K <0.01% -1,365 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 267 $32.1K 0.01% 0 13F-HR Timeline Western Pacific Wealth Management, LP More: the full row for Western Pacific Wealth Management, LP 263 $31.7K 0.03% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 261 $31.4K 0.02% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 255 $30.7K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 251 $30.2K 0.01% new 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 250 $30.1K 0.01% 0 13F-HR Timeline ABOUND FINANCIAL, LLC More: the full row for ABOUND FINANCIAL, LLC 246 $29.6K 0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 245 $29.5K 0.01% +24 13F-HR Timeline PROTECTIVE LIFE CORP More: the full row for PROTECTIVE LIFE CORP 241 $29K 0.1% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 239 $28.9K 0.01% +78 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 235 $28.3K 0.02% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 229 $27.7K 0.02% 0 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 223 $26.8K 0.01% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 220 $26.5K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 220 $26.5K 0.02% new 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 210 $25.3K <0.01% -60 13F-HR Timeline Bullseye Investment Management, LLC More: the full row for Bullseye Investment Management, LLC 209 $25.1K 0.01% -18 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 209 $24.7K 0.01% +59 13F-HR Timeline Knights of Columbus Asset Advisors LLC More: the full row for Knights of Columbus Asset Advisors LLC 200 $24.1K <0.01% 0 13F-HR Timeline Sellwood Investment Partners LLC More: the full row for Sellwood Investment Partners LLC 200 $24.1K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 199 $23.9K 0.02% 0 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 193 $23.2K 0.01% +18 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 269 $22.7K <0.01% -1,285 13F-HR Timeline Group Burk Holdings LLC More: the full row for Burk Holdings LLC 184 $22.1K 0.01% new 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 176 $21.2K 0.1% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 166 $20K 0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 160 $19.2K <0.01% -460 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 158 $19K 0.05% -24,449 13F-HR Timeline Clal Insurance Enterprises Holdings Ltd in group Clal Insurance Enterprises Ho… More: the full row for Clal Insurance Enterprises Holdings Ltd 159 $19K <0.01% +1 13F-HR Timeline Group Portfolio Resources Advisor Group, Inc. More: the full row for Portfolio Resources Advisor Group, Inc. 148 $17.9K 0.02% -9 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 135 $16.2K 0.03% 13F-HR Timeline Luken Investment Analytics, LLC More: the full row for Luken Investment Analytics, LLC 134 $16.1K 0.01% -15 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 132 $15.9K 0.01% +1 13F-HR Timeline Financial Avengers, Inc. More: the full row for Financial Avengers, Inc. 131 $15.7K 0.01% -14 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 122 $14.7K <0.01% -15 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 175 $14.6K 0.01% new 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 119 $14.3K <0.01% 0 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 1,727 $14.3K 0.24% +215 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 117 $14K 0.01% -1,417 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 114 $13.7K <0.01% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 114 $13.7K 0.01% +82 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 111 $13.4K 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. 100 $12K <0.01% new 13F-HR Timeline Group MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 100 $12K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 100 $12K 0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 100 $12K 0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 105 $11.6K <0.01% +63 13F-HR Timeline Investors Towarzystwo Funduszy Inwestyc… More: the full row for Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna 96 $11.5K <0.01% new 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 94 $11.2K 0.08% -37 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 90 $10.8K 0.01% +35 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $10.5K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 87 $10.5K <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 87 $10.5K <0.01% -28 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 81 $10K 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 80 $9.62K 0.01% new 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 79 $9.52K <0.01% 0 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 81 $9K 0.01% 0 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 72 $8.67K <0.01% +1 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 70 $8.42K <0.01% +64 13F-HR Timeline Group WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 67 $8.06K <0.01% -139 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 58 $6.98K 0.03% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 57 $6.91K <0.01% -563 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 55 $6.62K <0.01% 0 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 51 $6.18K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 50 $5.98K <0.01% +1 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 49 $5.89K <0.01% -50 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 49 $5.89K <0.01% new 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 45 $5.49K 0.01% +20 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 45 $5.41K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 46 $5.31K 0.18% -13 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 39 $4.65K <0.01% +1 13F-HR Timeline Altshuler Shaham Ltd More: the full row for Altshuler Shaham Ltd 36 $4.33K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 35 $4.21K <0.01% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 27 $3.25K <0.01% -15 13F-HR Timeline Ball & Co Wealth Management Inc. More: the full row for Ball & Co Wealth Management Inc. 31 $3K <0.01% 0 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 24 $2.89K <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 24 $2.89K 0.05% -3 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 21 $2.53K <0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 20 $2.41K <0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 16 $1.93K <0.01% 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 13 $1.56K <0.01% -8 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 10 $1.22K <0.01% -547 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 10 $1.21K <0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 9 $1.08K <0.01% -100 13F-HR Timeline Nvest Wealth Strategies, Inc. More: the full row for Nvest Wealth Strategies, Inc. 9 $1.08K <0.01% new 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 9 $1.08K <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 6 $722 <0.01% -45 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 5 $602 <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 5 $586 <0.01% 0 13F-HR Timeline Walsh & Associates, LLC More: the full row for Walsh & Associates, LLC 4 $481 <0.01% new 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 2 $241 <0.01% new 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 1 $78 <0.01% new 13F-HR Timeline WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 3,553 (0.12%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 3,553 (0.12%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR