NFSG Corp More: the full row for NFSG Corp 2,828 $36.1K 0.01% +34 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 2,755 $35.2K <0.01% 0 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 2,599 $33K <0.01% 0 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 2,400 $30.6K <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 2,200 $28.1K <0.01% new 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 2,200 $28.1K <0.01% 0 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 2,145 $27.4K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,115 $27K 0.02% +1,320 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,093 $26.7K <0.01% +926 13F-HR/A Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 2,000 $25.5K <0.01% 0 13F-HR Timeline Group ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 1,807 $23.1K 0.01% new 13F-HR/A Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 1,812 $23K <0.01% +364 13F-HR Timeline Group Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1,710 $21.8K 0.01% new 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 1,500 $19.2K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,500 $19.2K <0.01% 0 13F-HR/A Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,500 $19.2K 0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 1,400 $17.9K 0.01% 0 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,400 $17.9K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,393 $17.8K <0.01% +1 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,350 $17.2K <0.01% -934 13F-HR Timeline Group Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 1,272 $16.2K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 1,210 $15.5K <0.01% +86 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,200 $15.3K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,000 $12.8K <0.01% 0 13F-HR Timeline Group Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 942 $12K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 787 $10.1K <0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 733 $9.36K <0.01% +45 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 703 $9.24K <0.01% new 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 700 $8.94K <0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 695 $8.88K <0.01% -391 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 610 $7.79K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 573 $7.32K <0.01% +14 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 527 $6.73K <0.01% 0 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 500 $6.38K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 499 $6.37K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 407 $5.2K <0.01% +1 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 377 $4.99K <0.01% +27 13F-HR Timeline Group Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 325 $4.06K <0.01% new 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 300 $3.83K <0.01% -600 13F-HR Timeline Group CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 286 $3.65K <0.01% -350 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 259 $3.31K <0.01% -100 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 250 $3.19K <0.01% new 13F-HR Timeline Group Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 250 $3.19K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 200 $2.55K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 161 $2K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 43 $1K <0.01% +1 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 70 $894 <0.01% -5,108 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 62 $792 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 46 $587 <0.01% -1 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 31 $395 <0.01% 0 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 16 $204 <0.01% 0 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 3 $39 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 0 $5 <0.01% -51 13F-HR Timeline Amount filed as zero, left out of ratios. Activest Wealth Management More: the full row for Activest Wealth Management 0 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.