Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 289 $37.4K 0.02% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 276 $35.8K 0.01% -1,384 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 266 $34.5K 0.01% -148 13F-HR Timeline General Partner, Inc. More: the full row for General Partner, Inc. 264 $34.2K 0.02% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 264 $34.1K 0.02% +2 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 265 $34K 0.01% -40 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 250 $32.4K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 247 $32K 0.01% 0 13F-HR Timeline Clarity Asset Management, Inc. More: the full row for Clarity Asset Management, Inc. 241 $31.2K 0.02% +24 13F-HR Timeline Matrix Trust Co More: the full row for Matrix Trust Co 240 $31K <0.01% +84 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 239 $31K 0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 239 $30.9K 0.01% -71 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 220 $30.5K <0.01% -3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 230 $29.8K <0.01% -325 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 225 $29.1K <0.01% 0 13F-HR Timeline Walleye Capital LLC in group Walleye Capital LLC More: the full row for Walleye Capital LLC 224 $29K <0.01% -2,972 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 222 $28.8K 0.01% +22 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 221 $28.8K <0.01% +75 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 213 $28.6K <0.01% -34 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 220 $28.5K 0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 216 $28K 0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 214 $27.7K <0.01% +9 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 207 $26.8K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 205 $26.5K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 200 $25.9K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 200 $25.9K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 200 $25.9K <0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 200 $25.9K 0.01% +50 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $25.9K <0.01% -26 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 200 $25.9K 0.02% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 198 $25K <0.01% -4 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 185 $24.1K <0.01% +119 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 185 $24K 0.02% new 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 185 $24K <0.01% -289 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 170 $22K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 170 $22K 0.01% 0 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 167 $21.9K <0.01% -1,110 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 162 $20.9K 0.01% -3 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 160 $20.7K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 158 $20.5K <0.01% -4 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 155 $20.1K 0.01% -360 13F-HR/A Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 148 $19.2K 0.01% 0 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 147 $19K <0.01% +57 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 150 $19K <0.01% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 142 $18.4K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 139 $18K 0.01% +30 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 133 $17.2K <0.01% +16 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 133 $17.2K <0.01% +127 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 126 $16.3K <0.01% 0 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 125 $16.2K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 124 $16.1K 0.02% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 118 $15.3K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 115 $15K <0.01% +3 13F-HR/A Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 115 $14.9K <0.01% -709 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 113 $14.6K 0.01% +43 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 112 $14.5K 0.01% +51 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 111 $14.4K <0.01% -2 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 111 $14.4K 0.01% +1 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 109 $14.1K <0.01% +2 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 108 $14K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 106 $13.7K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 106 $13.7K <0.01% -88 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 101 $13.1K <0.01% -1 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 101 $13.1K <0.01% +91 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 101 $13.1K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 101 $13K 0.01% +49 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 99 $13K <0.01% -42 13F-HR Timeline Cedar Wealth Management, LLC More: the full row for Cedar Wealth Management, LLC 100 $13K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 100 $13K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 100 $13K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 100 $13K <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 96 $12.4K <0.01% +4 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 95 $12.3K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 95 $12.3K <0.01% +1 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 90 $11.7K 0.01% -46 13F-HR Timeline GFG Capital, LLC More: the full row for GFG Capital, LLC 86 $11.1K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 84 $10.9K 0.01% -348 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 82 $10.6K <0.01% +66 13F-HR Timeline C M BIDWELL & ASSOCIATES LTD More: the full row for C M BIDWELL & ASSOCIATES LTD 81 $10.5K 0.01% 0 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 81 $10.5K <0.01% new 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 77 $9.97K <0.01% -146 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 71 $9.52K <0.01% 0 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 73 $9.48K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 71 $9.11K 0.01% +1 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 69 $8.94K 0.01% 0 13F-HR/A Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 62 $8.67K <0.01% 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 65 $8.46K <0.01% 0 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 62 $8.03K 0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 64 $8K <0.01% -45 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 56 $7.89K <0.01% new 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 60 $7.77K <0.01% new 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 58 $7.57K <0.01% +7 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 59 $7K <0.01% +4 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 51 $6.61K <0.01% -4,069 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 50 $6.48K <0.01% new 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 50 $6.48K <0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 50 $6.48K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 47 $6.09K <0.01% -53 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 40 $5.2K <0.01% 0 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 38 $4.93K <0.01% -10 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 36 $4.66K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 35 $4.53K <0.01% -43 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 32 $4.14K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 29 $4.04K <0.01% +10 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 31 $4.03K <0.01% 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 31 $4.02K <0.01% +21 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 37 $4K <0.01% -45 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 35 $4K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 30 $3.93K <0.01% 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 30 $3.89K <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 30 $3.89K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 29 $3.77K <0.01% new 13F-HR Timeline Family Legacy Financial Solutions, LLC More: the full row for Family Legacy Financial Solutions, LLC 29 $3.76K <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $3.5K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 26 $3.37K <0.01% +23 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 25 $3.24K <0.01% 0 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 25 $3.24K <0.01% +2 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 25 $3.24K <0.01% new 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 25 $3.24K <0.01% -35 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 24 $3.11K <0.01% +20 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 23 $2.98K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 19 $2.46K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 18 $2.33K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 18 $2.33K <0.01% -1 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 17 $2.2K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 15 $2.1K <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 16 $2.07K <0.01% 0 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 21 $2K <0.01% 0 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 14 $1.81K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 14 $1.81K <0.01% -2,544 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 14 $1.81K <0.01% +1 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 13 $1.69K <0.01% -8 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 12 $1.55K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 11 $1.43K <0.01% +7 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 10 $1.3K <0.01% -10 13F-HR Timeline Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $1.3K <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 10 $1.3K <0.01% -8 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 10 $1.3K <0.01% -5 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 10 $1.29K <0.01% -35 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 10 $1.29K <0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 10 $1.29K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 10 $1.29K <0.01% -3 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 9 $1.17K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 9 $1.17K <0.01% -38 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 9 $1.17K <0.01% 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 8 $1.17K <0.01% -40 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 8 $1.04K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 5 $1K <0.01% 0 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 7 $907 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 7 $907 <0.01% -93 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 6 $777 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 6 $777 <0.01% +2 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 5 $648 <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 4 $554 <0.01% -12 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $521 <0.01% -59 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 4 $518 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $389 <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 1 $135 <0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 0 $18 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% -55 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.