Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,479 $78.8K 0.03% new 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 6,400 $73.3K 0.05% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 6,107 $69.9K <0.01% +5,345 13F-HR Timeline Group Hillsdale Investment Management Inc. More: the full row for Hillsdale Investment Management Inc. 6,100 $69.8K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 6,046 $69K <0.01% +1,228 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 5,854 $67K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 5,465 $62.6K 0.01% +2,019 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,263 $60.3K <0.01% -2,299 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 5,223 $59.8K 0.01% +722 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 4,995 $57.2K <0.01% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 4,714 $53.9K <0.01% +3 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 4,641 $53.1K <0.01% +757 13F-HR/A Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 4,573 $52.4K 0.01% +680 13F-HR Timeline KELLY LAWRENCE W & ASSOCIATES INC/CA More: the full row for KELLY LAWRENCE W & ASSOCIATES INC/CA 4,500 $51.5K 0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 4,193 $48K <0.01% +2,043 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 4,153 $48K <0.01% -3,570 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 3,747 $43.8K <0.01% +57 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 3,695 $42.3K 0.01% +3,358 13F-HR Timeline Corebridge Financial, Inc. in group Corebridge Financial, Inc. More: the full row for Corebridge Financial, Inc. 3,490 $40K <0.01% -114 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 3,462 $39.6K 0.01% +73 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 3,203 $36.7K <0.01% +68 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 3,191 $36.5K <0.01% -1,321 13F-HR Timeline Group Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 3,190 $36.5K <0.01% new 13F-HR Timeline Group Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 3,000 $34.4K 0.02% +1,000 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 2,850 $32.6K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 2,800 $32K <0.01% -200 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 2,665 $31K <0.01% -203 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 2,682 $30.7K 0.02% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,196 $25K <0.01% +68 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,161 $24.7K <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 2,018 $23.1K <0.01% new 13F-HR Timeline Group Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 2,000 $22.9K 0.01% -4,500 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 2,000 $22.9K <0.01% new 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,988 $22.8K <0.01% +918 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,832 $21K <0.01% -766 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,721 $19.7K 0.01% +36 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,700 $19K 0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 1,544 $17.7K <0.01% new 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,393 $15.9K 0.01% -496 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,318 $15.1K 0.01% new 13F-HR Timeline Caption Management, LLC More: the full row for Caption Management, LLC 1,300 $14.9K <0.01% -13,800 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 1,271 $14.6K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 1,250 $14.3K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 1,098 $12.6K <0.01% +43 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 1,090 $12.5K <0.01% new 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,000 $11.4K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,000 $11.4K <0.01% +976 13F-HR Timeline FSC Wealth Advisors, LLC More: the full row for FSC Wealth Advisors, LLC 1,000 $11.4K 0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 982 $11.2K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 968 $11.1K <0.01% -790 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 958 $11K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 938 $10.7K <0.01% -249 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 800 $9.16K <0.01% new 13F-HR Timeline Evelyn Partners Investment Management S… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management Services Ltd 750 $8.59K <0.01% 0 13F-HR/A Timeline Group Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 700 $8.02K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 670 $7.67K <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 638 $7.3K <0.01% +2 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 629 $7.2K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 594 $6.8K <0.01% -137 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 524 $6K <0.01% -9,750 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 500 $5.72K <0.01% 0 13F-HR/A Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 500 $5.72K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 500 $5.71K <0.01% new 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 450 $5.15K <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 434 $4.97K <0.01% +5 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 414 $4.74K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 409 $4.68K <0.01% -30 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 390 $4.47K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 374 $4.28K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 350 $4K <0.01% new 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 311 $3.56K <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 291 $3K <0.01% +48 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 235 $3K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 231 $2.64K <0.01% -2 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 215 $2.46K <0.01% -146 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 179 $2.05K <0.01% +126 13F-HR Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 247 $2K <0.01% -20 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 204 $2K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 167 $1.91K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 142 $1.63K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 139 $1.59K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 215 $1.44K <0.01% +89 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 124 $1.42K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 105 $1.2K <0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $1.15K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 96 $1.1K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 77 $885 <0.01% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 67 $767 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 44 $515 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 39 $447 <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 24 $275 <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 24 $248 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 15 $172 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 1 $10 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 82 $0 0% -2 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 76 $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 -3,000 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.