MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 27,769 $401K <0.01% +1,642 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 27,488 $397K <0.01% -11,404 13F-HR Timeline Group J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 27,314 $394K 0.01% +1,726 13F-HR Timeline bLong Financial, LLC More: the full row for bLong Financial, LLC 26,943 $389K 0.29% -1,850 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL FINANCIAL GROUP INC 26,478 $382K <0.01% -2,694 13F-HR Timeline Group PIAR LLC More: the full row for PIAR LLC 26,327 $380K 0.32% +11,709 13F-HR Timeline Latash Investments, LLC More: the full row for Latash Investments, LLC 26,211 $378K 0.29% new 13F-HR Timeline OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 25,972 $375K <0.01% -53,941 13F-HR Timeline Group Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 25,915 $374K 0.15% +9,393 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 25,529 $368K 0.01% +1,633 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 24,697 $356K 0.01% +20,190 13F-HR/A Timeline Group Principle Wealth Partners LLC More: the full row for Principle Wealth Partners LLC 24,475 $353K 0.02% new 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 23,719 $342K <0.01% -13,808 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 23,378 $337K 0.02% -3,685 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 18,315 $335K -4,258 Timeline CHOREO, LLC More: the full row for CHOREO, LLC 23,003 $332K <0.01% +99 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 22,402 $323K <0.01% -7,658 13F-HR Timeline Group Ensign Peak Advisors, Inc More: the full row for Ensign Peak Advisors, Inc 22,400 $323K <0.01% +1,750 13F-HR/A Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 22,126 $319K 0.07% +4,071 13F-HR Timeline Wealth Analytics Partners, LLC More: the full row for Wealth Analytics Partners, LLC 21,865 $316K 0.13% -56 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 21,773 $314K 0.02% +1,152 13F-HR Timeline Swiss Life Asset Management Ltd in group Swiss Life Asset Management L… More: the full row for Swiss Life Asset Management Ltd 21,723 $313K <0.01% +5,349 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 22,569 $309K <0.01% -9,427 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 21,386 $309K <0.01% new 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 21,042 $304K <0.01% 13F-HR Timeline Group Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 13,780 $293K 0.01% +2,253 13F-HR Timeline RiverFront Investment Group, LLC More: the full row for RiverFront Investment Group, LLC 20,000 $289K <0.01% new 13F-HR Timeline Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 18,970 $274K 0.01% new 13F-HR Timeline Group Scientech Research LLC More: the full row for Scientech Research LLC 18,525 $267K 0.22% new 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 18,184 $262K 0.01% +2,804 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 18,152 $262K <0.01% -156 13F-HR Timeline Group IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 17,821 $257K 0.01% +3,750 13F-HR Timeline Capital Advisors Wealth Management, LLC More: the full row for Capital Advisors Wealth Management, LLC 17,766 $256K 0.03% +1,290 13F-HR Timeline CAPSTONE INVESTMENT ADVISORS, LLC in group CAPSTONE INVESTMENT ADVISORS,… More: the full row for CAPSTONE INVESTMENT ADVISORS, LLC 17,701 $255K <0.01% new 13F-HR Timeline Group Cerity Partners LLC in group Cerity Partners LLC More: the full row for Cerity Partners LLC 17,673 $255K <0.01% -1,072 13F-HR Timeline Group PFG Investments, LLC More: the full row for PFG Investments, LLC 17,316 $250K 0.01% +4,445 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 17,096 $247K <0.01% -592 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 17,000 $245K <0.01% -8,845 13F-HR Timeline Group Ascent Wealth Partners, LLC More: the full row for Ascent Wealth Partners, LLC 16,987 $245K 0.03% +1,980 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 16,946 $245K <0.01% +13,072 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 16,920 $244K 0.02% +5,000 13F-HR Timeline Concurrent Investment Advisors, LLC in group Concurrent Investment Advisor… More: the full row for Concurrent Investment Advisors, LLC 16,857 $243K <0.01% -1,841 13F-HR Timeline Group DNB Asset Management AS in group DNB Asset Management AS More: the full row for DNB Asset Management AS 16,705 $241K <0.01% new 13F-HR Timeline Group B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 18,064 $234K 0.02% -3,858 13F-HR Timeline Baader Bank Aktiengesellschaft More: the full row for Baader Bank Aktiengesellschaft 24,647 $234K 0.02% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 17,040 $233K <0.01% -784 13F-HR Timeline HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 16,270 $232K <0.01% -912 13F-HR Timeline Group Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 15,999 $231K <0.01% +1,227 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 15,854 $229K 0.1% +3,946 13F-HR Timeline Inspire Investing, LLC group of 2 filers holding More: the full row for Inspire Investing, LLC 15,681 $226K -10,046 Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 15,568 $225K <0.01% -5,279 13F-HR Timeline Group Sigma Planning Corp More: the full row for Sigma Planning Corp 15,253 $220K 0.01% -1,076 13F-HR Timeline HUB Investment Partners, LLC More: the full row for HUB Investment Partners, LLC 15,140 $218K 0.01% -11,841 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 15,047 $217K <0.01% +9,650 13F-HR Timeline Wilmar Advisors LLC More: the full row for Wilmar Advisors LLC 15,000 $216K 0.19% 0 13F-HR Timeline one8zero8, LLC More: the full row for one8zero8, LLC 15,000 $216K 0.05% 0 13F-HR Timeline Wellington Shields & Co., LLC in group Wellington Shields Capital Ma… More: the full row for Wellington Shields & Co., LLC 14,600 $211K 0.05% +3,000 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 14,496 $209K <0.01% +3,706 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 14,491 $209K <0.01% -6,009 13F-HR/A Timeline GREAT VALLEY ADVISOR GROUP, INC. in group GREAT VALLEY ADVISOR GROUP, I… More: the full row for GREAT VALLEY ADVISOR GROUP, INC. 13,832 $200K <0.01% +1,288 13F-HR Timeline Group Kingsview Wealth Management, LLC More: the full row for Kingsview Wealth Management, LLC 13,556 $196K <0.01% +2,684 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 13,474 $194K <0.01% +1,743 13F-HR Timeline Group PRINCETON CAPITAL MANAGEMENT LLC More: the full row for PRINCETON CAPITAL MANAGEMENT LLC 13,415 $194K 0.05% 0 13F-HR Timeline Callan Family Office, LLC More: the full row for Callan Family Office, LLC 13,241 $191K <0.01% new 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 13,100 $189K 0.16% new 13F-HR Timeline Parisi Gray Wealth Management More: the full row for Parisi Gray Wealth Management 12,929 $187K 0.04% +2,519 13F-HR Timeline Spartan Wealth Advisory Services LLC More: the full row for Spartan Wealth Advisory Services LLC 12,829 $185K 0.02% 13F-HR Timeline D.A. DAVIDSON & CO. More: the full row for D.A. DAVIDSON & CO. 12,635 $182K <0.01% +60 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 12,521 $181K <0.01% -2,899 13F-HR Timeline Group Schneider Downs Wealth Management Advis… More: the full row for Schneider Downs Wealth Management Advisors, LP 12,500 $180K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 13,128 $180K 0.01% -500 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 12,447 $180K <0.01% -9,281 13F-HR Timeline Fisher Asset Management, LLC More: the full row for Fisher Asset Management, LLC 12,381 $179K <0.01% new 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 12,377 $179K 0.01% new 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 12,004 $173K 0.04% +3,623 13F-HR Timeline Corecam Pte. Ltd. More: the full row for Corecam Pte. Ltd. 11,792 $170K 0.07% new 13F-HR Timeline Fox Hill Wealth Management More: the full row for Fox Hill Wealth Management 11,762 $170K 0.08% -670 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 11,673 $168K <0.01% -1,842 13F-HR Timeline Group Keel Point, LLC More: the full row for Keel Point, LLC 11,606 $167K 0.01% -4 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 11,430 $165K <0.01% new 13F-HR Timeline Group Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 11,300 $163K 0.05% 0 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 10,754 $155K <0.01% -100,444 13F-HR Timeline Group Bay Rivers Group More: the full row for Bay Rivers Group 10,700 $154K 0.06% new 13F-HR Timeline PRESILIUM PRIVATE WEALTH, LLC More: the full row for PRESILIUM PRIVATE WEALTH, LLC 10,657 $154K 0.03% +687 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 10,621 $154K <0.01% +397 13F-HR/A Timeline Group Lauer Wealth, LLC More: the full row for Lauer Wealth, LLC 10,500 $153K 0.12% 0 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 10,523 $152K <0.01% 0 13F-HR Timeline OP Asset Management Ltd More: the full row for OP Asset Management Ltd 10,495 $151K <0.01% +1,432 13F-HR/A Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 10,483 $151K 0.11% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 10,398 $150K 0.66% -23,504 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 10,379 $150K <0.01% 0 13F-HR Timeline Group Regal Investment Advisors LLC More: the full row for Regal Investment Advisors LLC 10,392 $150K 0.01% +93 13F-HR Timeline COMMERCE BANK in group COMMERCE BANK More: the full row for COMMERCE BANK 10,385 $150K <0.01% 0 13F-HR Timeline Group LVZ, Inc. More: the full row for LVZ, Inc. 10,163 $147K 0.02% -46 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 10,050 $145K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 9,714 $140K 0.02% -40 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 9,300 $134K <0.01% -110 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 8,950 $129K 0.07% -650 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 8,650 $125K <0.01% +694 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 8,000 $115K 0.06% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 7,985 $115K <0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 7,000 $101K 0.02% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 6,920 $99.9K <0.01% 0 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,867 $99.1K <0.01% -4,208 13F-HR Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 5,984 $86.3K <0.01% +966 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 5,865 $85K <0.01% 0 13F-HR Timeline ACADIAN ASSET MANAGEMENT LLC in group ACADIAN ASSET MANAGEMENT LLC More: the full row for ACADIAN ASSET MANAGEMENT LLC 5,735 $82K <0.01% -11,852 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 5,660 $81.7K <0.01% -1,931 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,600 $80.8K <0.01% +300 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 5,298 $76.5K <0.01% 0 13F-HR Timeline EXCHANGE TRADED CONCEPTS, LLC More: the full row for EXCHANGE TRADED CONCEPTS, LLC 5,092 $73.5K <0.01% -28,767 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 5,092 $73.5K <0.01% +1,632 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 4,588 $66.2K 0.01% -397 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 4,475 $64.6K 0.01% new 13F-HR Timeline Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 4,541 $58.9K <0.01% -2,001 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 3,834 $55.3K 0.01% +369 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 3,645 $52.6K 0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 3,518 $50.8K <0.01% +681 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 3,500 $50.5K <0.01% +184 13F-HR Timeline Group SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 3,500 $50.5K 0.01% 0 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 3,400 $49.1K 0.02% -2,189 13F-HR Timeline Group Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 3,206 $46.3K 0.01% new 13F-HR Timeline Tripletail Wealth Management, LLC More: the full row for Tripletail Wealth Management, LLC 3,000 $43K 0.06% -500 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 2,958 $42.7K 0.01% -108,965 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 2,750 $40K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 2,721 $39.3K 0.01% +1,654 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 2,619 $37.8K <0.01% +100 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 2,600 $37.5K 0.02% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1,700 $36.6K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 2,440 $35.2K 0.01% +412 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,428 $35K <0.01% -313 13F-HR Timeline Key Client Fiduciary Advisors, LLC More: the full row for Key Client Fiduciary Advisors, LLC 2,385 $34.4K 0.01% +585 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,370 $34.2K <0.01% +182 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 2,301 $33.2K 0.01% +1 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,101 $30.3K <0.01% +461 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 2,100 $30.3K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 2,036 $29.4K 0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2,029 $29.3K <0.01% +272 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 2,000 $28.9K <0.01% 0 13F-HR Timeline Group Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 2,000 $28.9K 0.02% 0 13F-HR Timeline PeakShares LLC More: the full row for PeakShares LLC 2,000 $28.9K 0.03% new 13F-HR Timeline Bank Julius Baer & Co. Ltd, Zurich More: the full row for Bank Julius Baer & Co. Ltd, Zurich 1,975 $28.5K <0.01% -765 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 1,967 $28.4K <0.01% +1,907 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,935 $27.9K <0.01% +414 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,788 $25.8K <0.01% +1,511 13F-HR/A Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,777 $25.6K 0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1,681 $24.3K <0.01% -16 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,650 $23.8K <0.01% -1,041 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,600 $23.1K 0.02% +50 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 1,571 $23K 0.01% -60 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 1,505 $21.7K <0.01% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 1,501 $21.7K <0.01% +1 13F-HR Timeline Bleichroeder LP More: the full row for Bleichroeder LP 1,500 $21.6K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1,445 $20.9K 0.01% +76 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 1,433 $20.7K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,400 $20.2K <0.01% -210 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 1,350 $19.5K <0.01% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,310 $19K <0.01% -1,920 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,235 $17.8K <0.01% -35 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 1,200 $17.3K 0.01% 0 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,188 $17.1K 0.01% -3,373 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 1,181 $17K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 1,002 $14.5K <0.01% +26 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 1,000 $14.4K 0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,000 $14.4K <0.01% +941 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 996 $14.4K <0.01% 0 13F-HR Timeline Team Financial Group, LLC More: the full row for Team Financial Group, LLC 917 $13.2K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 945 $13K <0.01% -650 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 898 $13K <0.01% +547 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 780 $12K <0.01% -239,390 13F-HR Timeline Group DAGCO, INC. More: the full row for DAGCO, INC. 808 $11.7K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 780 $11.3K <0.01% +370 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 675 $10K 0.01% -92 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 685 $9.88K <0.01% +183 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 1,254 $9.53K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 653 $9.42K <0.01% -450 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 669 $8.68K <0.01% +168 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 600 $8.66K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 600 $8.66K <0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 525 $7.58K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 506 $7.3K <0.01% -645 13F-HR/A Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 500 $7.21K <0.01% 0 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 500 $7.21K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 480 $6.93K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 459 $6.62K <0.01% +160 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 453 $6.54K <0.01% +50 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 449 $6.48K <0.01% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 435 $6.28K <0.01% 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 425 $6.13K <0.01% 0 13F-HR Timeline Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 420 $6.06K <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 400 $5.77K <0.01% new 13F-HR Timeline Group Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 400 $5.77K <0.01% -30 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 350 $5.05K <0.01% -300 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 377 $5K <0.01% -291 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 340 $4.91K <0.01% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 338 $4.88K <0.01% +25 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 302 $4.36K <0.01% -385,778 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 300 $4.33K <0.01% -1,200 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 300 $4.33K <0.01% 0 13F-HR Timeline MTM Investment Management, LLC More: the full row for MTM Investment Management, LLC 300 $4.33K <0.01% 0 13F-HR Timeline