Heritage Wealth Management, Inc. /CA/ More: the full row for Heritage Wealth Management, Inc. /CA/ 10,000 $102K 0.09% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 9,251 $94.7K <0.01% -1,186 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 8,913 $91.3K 0.02% -182 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 8,725 $90.3K 0.01% +2,949 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 8,764 $89.7K 0.04% 0 13F-HR Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 8,607 $88.1K 0.01% new 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 8,000 $81.9K 0.02% 0 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 8,000 $81.9K 0.07% -1,000 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 7,984 $81.8K <0.01% -1,000 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 7,879 $80.7K <0.01% +6,585 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 7,050 $72.2K 0.01% +3,723 13F-HR/A Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 6,640 $68K <0.01% +6,500 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3,517 $62.1K 0.04% -2,478 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 6,000 $61.4K <0.01% new 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 6,000 $61.4K 0.01% new 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 5,749 $58.9K 0.02% new 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 5,712 $58.5K <0.01% 0 13F-HR Timeline Group Cliffwater LLC More: the full row for Cliffwater LLC 5,472 $56K 0.01% 0 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 5,300 $54.3K 0.02% +500 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 4,768 $48.8K <0.01% -2,007 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 4,340 $44.4K 0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,250 $44.3K <0.01% +2,392 13F-HR Timeline RICHARDS, MERRILL & PETERSON, INC. More: the full row for RICHARDS, MERRILL & PETERSON, INC. 4,115 $42.1K 0.02% +1,250 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 3,815 $39.1K <0.01% +1,295 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 3,700 $37.9K 0.04% -980 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,684 $37.7K <0.01% +2,229 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 3,114 $31.9K <0.01% +1,325 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 3,057 $31K <0.01% -2,247 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 3,051 $31K <0.01% new 13F-HR Timeline Group Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 3,000 $30.7K 0.03% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 2,967 $30.4K <0.01% -609 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,861 $29K <0.01% +2,860 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 2,700 $27.6K <0.01% +1,400 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 2,497 $25.6K <0.01% -1,842 13F-HR Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 2,450 $25.1K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 2,409 $24.7K <0.01% +456 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 2,400 $24.6K <0.01% 0 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 2,325 $23.8K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 2,307 $23.6K <0.01% +61 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,304 $23.6K <0.01% +1,078 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 2,206 $22.6K <0.01% +2,199 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 2,018 $20.7K 0.01% 0 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 1,992 $20.4K <0.01% -221 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,989 $20.4K <0.01% +911 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,913 $19.6K <0.01% +443 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,907 $19.5K <0.01% +1,795 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 1,900 $19.5K <0.01% new 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 1,881 $19.3K <0.01% +999 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,850 $18.9K 0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,695 $17.4K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,633 $16.7K <0.01% 0 13F-HR Timeline Group Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,619 $16.6K <0.01% +660 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,519 $15.7K 0.01% 0 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,520 $15.6K <0.01% 0 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 1,300 $13.3K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 961 $11.3K <0.01% +276 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1,050 $10.8K <0.01% 0 13F-HR Timeline RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,000 $10.2K 0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 923 $9.45K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 805 $9.25K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 860 $8.81K <0.01% +110 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 800 $8.34K <0.01% -4,100 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 796 $8.15K <0.01% +311 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 772 $7.91K 0.01% 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 750 $7.68K <0.01% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 725 $7.42K <0.01% 0 13F-HR Timeline Finley Financial, LLC More: the full row for Finley Financial, LLC 570 $7.07K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 618 $6.33K <0.01% -881 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 600 $6.14K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 579 $5.93K <0.01% +7 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 547 $5.6K <0.01% +22 13F-HR Timeline Group Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 440 $4.51K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 405 $4.22K <0.01% new 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 400 $4.1K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 421 $4K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 400 $4K <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 340 $3.48K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 325 $3.33K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 321 $3.29K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 300 $3.07K <0.01% 0 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 370 $3K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 247 $2.53K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 231 $2.37K <0.01% 0 13F-HR/A Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 218 $2.23K <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 214 $2.19K <0.01% new 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 200 $2.05K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 198 $2.03K <0.01% 0 13F-HR Timeline Group Farmers & Merchants Trust Co of Chamber… More: the full row for Farmers & Merchants Trust Co of Chambersburg PA 160 $2K <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 178 $1.82K <0.01% new 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 160 $1.64K <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 156 $1.6K <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 153 $1.57K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 131 $1.34K <0.01% +15 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 127 $1.3K <0.01% new 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 107 $1.1K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 104 $1.06K <0.01% +29 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 102 $1.04K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 100 $1.02K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 92 $942 <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 81 $829 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 74 $758 <0.01% new 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 63 $646 <0.01% 0 13F-HR Timeline Kimelman & Baird, LLC More: the full row for Kimelman & Baird, LLC 55 $564 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 50 $512 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 45 $461 <0.01% +25 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 35 $359 <0.01% new 13F-HR Timeline Group Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 30 $307 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 26 $267 <0.01% -6 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 26 $266 <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 25 $256 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 22 $225 <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 20 $205 <0.01% 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 16 $164 <0.01% new 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 15 $154 <0.01% +12 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 14 $143 <0.01% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 10 $102 <0.01% -126 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 550 $56 <0.01% -1,400 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -13,470 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.