Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 4,640 $221K 0.01% +1,680 13F-HR Timeline Group Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 4,484 $214K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,448 $212K <0.01% +1,543 13F-HR Timeline Purus Wealth Management, LLC More: the full row for Purus Wealth Management, LLC 4,410 $210K 0.07% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 4,374 $209K 0.02% -215 13F-HR Timeline Hoese & Co LLP More: the full row for Hoese & Co LLP 4,310 $206K 0.16% 0 13F-HR Timeline PDS Planning, Inc More: the full row for PDS Planning, Inc 4,270 $204K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 4,245 $203K 0.01% 0 13F-HR Timeline Accredited Investors Inc. More: the full row for Accredited Investors Inc. 4,214 $201K 0.01% new 13F-HR Timeline Octavia Wealth Advisors, LLC More: the full row for Octavia Wealth Advisors, LLC 4,195 $200K 0.02% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,920 $187K <0.01% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,401 $162K <0.01% +1 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 3,336 $159K <0.01% -31 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 2,985 $142K 0.01% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 2,740 $131K 0.02% 0 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,600 $124K 0.02% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 2,502 $119K 0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 2,367 $113K <0.01% +2 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 2,324 $111K 0.03% 0 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 2,255 $108K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 2,215 $106K <0.01% +393 13F-HR Timeline Group MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 2,057 $98.2K <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 1,396 $66.6K 0.02% +1 13F-HR Timeline Cordgrass Capital Advisors, LLC More: the full row for Cordgrass Capital Advisors, LLC 1,331 $63.5K 0.02% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 1,318 $62.9K 0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 1,237 $59K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 1,220 $58K <0.01% new 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,200 $57.3K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,185 $56.5K 0.02% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,100 $52K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,025 $48.9K <0.01% -125 13F-HR Timeline Group Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 1,000 $47.7K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 939 $44.9K <0.01% -28 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 938 $44.8K 0.03% new 13F-HR Timeline NWK Group, Inc. More: the full row for NWK Group, Inc. 900 $42.9K 0.01% 0 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 888 $42.4K 0.03% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 852 $40.7K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 821 $39K 0.01% -109 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 795 $37.9K <0.01% new 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 750 $35.8K <0.01% 0 13F-HR Timeline Group O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 706 $33.7K <0.01% +1 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 599 $28.6K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 582 $27.8K <0.01% 0 13F-HR Timeline Gleason Group, Inc. More: the full row for Gleason Group, Inc. 571 $27.2K <0.01% +1 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 514 $24.5K <0.01% +401 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 511 $24.4K <0.01% 13F-HR Timeline Group Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 505 $24.1K <0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 485 $23.1K <0.01% 0 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 465 $22.2K 0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 461 $22K 0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 440 $21K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 400 $19.1K <0.01% 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/ 400 $19.1K <0.01% new 13F-HR Timeline Group Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 388 $18.5K <0.01% new 13F-HR Timeline GS Investments, Inc. More: the full row for GS Investments, Inc. 350 $16.7K 0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 311 $14.8K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 284 $13.6K <0.01% 0 13F-HR Timeline MGB Wealth Management, LLC More: the full row for MGB Wealth Management, LLC 275 $13.1K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 250 $11.9K 0.01% 0 13F-HR Timeline Hopwood Financial Services, Inc. More: the full row for Hopwood Financial Services, Inc. 200 $9.54K 0.01% new 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 175 $8.36K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 166 $7.92K <0.01% new 13F-HR Timeline North Capital, Inc. More: the full row for North Capital, Inc. 141 $6.73K 0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 119 $5.68K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 115 $5.49K <0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 115 $5.49K <0.01% 0 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 72 $3.44K <0.01% -63 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 65 $3.1K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 9 $430 <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 5 $241 <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 2 $95 <0.01% -2 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 1 $48 <0.01% new 13F-HR Timeline