Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4,388 $55.6K 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 4,000 $50.6K <0.01% 0 13F-HR Timeline Group Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 4,000 $50.6K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,775 $47.8K <0.01% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 3,132 $39.7K 0.02% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 3,117 $39.5K 0.04% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 3,101 $39K <0.01% +2,974 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 3,000 $38K 0.01% 0 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 2,395 $30.3K 0.02% +37 13F-HR Timeline Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 2,000 $25.3K 0.02% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,931 $24.4K 0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 1,925 $24.4K <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 1,858 $23.5K 0.01% 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 1,843 $23.3K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,724 $21.8K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,695 $21.5K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,604 $20.3K <0.01% 0 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,550 $19.6K 0.01% 0 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,534 $19.4K <0.01% +38 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,523 $19.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,517 $19.2K <0.01% new 13F-HR Timeline Group Truvestments Capital LLC More: the full row for Truvestments Capital LLC 1,497 $19K <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,468 $18.6K <0.01% 0 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 1,326 $17K <0.01% +193 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,297 $16.4K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 1,283 $16.2K <0.01% +749 13F-HR Timeline Garton & Associates Financial Advisors … More: the full row for Garton & Associates Financial Advisors LLC 1,248 $15.8K 0.01% 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,195 $15.1K <0.01% +756 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 1,090 $13.8K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,029 $13K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 1,027 $13K <0.01% new 13F-HR Timeline TOWER TRUST & INVESTMENT Co More: the full row for TOWER TRUST & INVESTMENT Co 974 $12.3K 0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 850 $11K <0.01% 0 13F-HR Timeline Group Field & Main Bank More: the full row for Field & Main Bank 866 $11K <0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 853 $10.8K <0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 799 $10.1K <0.01% 0 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 768 $9.72K <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 760 $9.62K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 615 $7.79K <0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 400 $5.06K <0.01% 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 345 $4.37K <0.01% 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 328 $4.15K <0.01% 0 13F-HR Timeline Group Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 308 $3.9K <0.01% 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 299 $3.79K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 270 $3.42K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 265 $3.35K <0.01% 13F-HR/A Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 208 $2.63K <0.01% 0 13F-HR Timeline Group CNB Bank More: the full row for CNB Bank 176 $2.23K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 162 $2.05K <0.01% 0 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 100 $1.27K <0.01% 0 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 28 $354 <0.01% +12 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 21 $266 <0.01% 0 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 11 $139 <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 0 $0 0% new 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.