DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 325 $31.9K 0.01% 0 13F-HR Timeline Cypress Capital Management LLC (WY) More: the full row for Cypress Capital Management LLC (WY) 324 $31.8K 0.04% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 320 $31.4K 0.01% 0 13F-HR Timeline Solstein Capital, LLC More: the full row for Solstein Capital, LLC 318 $31.2K 0.02% 0 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 318 $31.2K 0.02% -10 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 316 $31.1K 0.04% -15 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 316 $31K <0.01% -246 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 316 $31K 0.03% +234 13F-HR/A Timeline Tidemark, LLC More: the full row for Tidemark, LLC 311 $30.5K 0.01% +11 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 310 $30.4K 0.04% +2 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 307 $30K 0.01% +104 13F-HR Timeline SYNTAX RESEARCH, INC. More: the full row for SYNTAX RESEARCH, INC. 300 $29.4K 0.02% 0 13F-HR Timeline Runnymede Capital Advisors, Inc. More: the full row for Runnymede Capital Advisors, Inc. 300 $29.4K 0.03% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 297 $29.1K 0.01% -670 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 296 $29K 0.01% 0 13F-HR Timeline Zeit Capital LLC More: the full row for Zeit Capital LLC 296 $29K 0.02% 0 13F-HR Timeline Legacy Bridge, LLC More: the full row for Legacy Bridge, LLC 295 $28.9K 0.02% 0 13F-HR Timeline Collier Financial More: the full row for Collier Financial 291 $28.6K 0.02% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 286 $28.1K <0.01% +159 13F-HR/A Timeline Graney & King, LLC More: the full row for Graney & King, LLC 282 $27.6K 0.02% +1 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 281 $27.6K 0.02% 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 276 $27.1K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 273 $26.9K 0.01% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 274 $26.9K 0.01% -118 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 270 $26.5K 0.02% -39 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 264 $25.9K 0.01% +1 13F-HR Timeline ACIMA PRIVATE WEALTH, LLC More: the full row for ACIMA PRIVATE WEALTH, LLC 261 $25.6K 0.01% 0 13F-HR Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 250 $25K 0.01% 0 13F-HR Timeline Intelligent Financial Strategies More: the full row for Intelligent Financial Strategies 254 $24.9K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 250 $24.5K 0.01% 0 13F-HR Timeline Putney Financial Group LLC More: the full row for Putney Financial Group LLC 250 $24.5K 0.03% -485 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 234 $23K 0.01% -19 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 196 $22.7K 0.02% +1 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 231 $22.7K 0.01% +28 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 231 $22.7K 0.01% 0 13F-HR Timeline Group Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 230 $22.6K 0.01% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 228 $22.4K 0.01% new 13F-HR Timeline Guardian Wealth Management, Inc. More: the full row for Guardian Wealth Management, Inc. 226 $22.2K 0.01% +1 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 1,153 $22K 0.02% +969 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 220 $21.6K 0.01% 0 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 216 $21K <0.01% 0 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 208 $20.4K 0.04% +1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 207 $20.3K <0.01% 0 13F-HR Timeline Deane Retirement Strategies, Inc. More: the full row for Deane Retirement Strategies, Inc. 206 $20.2K 0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 205 $20.1K <0.01% -31 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 200 $20K 0.02% 0 13F-HR Timeline Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 200 $19.6K 0.01% -100 13F-HR Timeline Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 200 $19.6K 0.01% 0 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 200 $19.6K 0.01% 0 13F-HR/A Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 200 $19.6K 0.02% -600 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 196 $19.2K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 185 $18.1K 0.01% 0 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 174 $17.1K <0.01% -110 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 165 $16.2K <0.01% +164 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 162 $15.9K <0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 162 $15.9K 0.01% +50 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 159 $15.6K 0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 158 $15.5K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 158 $15.5K 0.01% 0 13F-HR Timeline PenderFund Capital Management Ltd. More: the full row for PenderFund Capital Management Ltd. 5,930 $15.5K 0.01% 0 13F-HR/A Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 154 $15.1K 0.01% -1 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 150 $14.7K 0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 146 $14.3K 0.01% 13F-HR Timeline Estabrook Capital Management More: the full row for Estabrook Capital Management 143 $14K <0.01% -62 13F-HR Timeline Columbia River Financial Group, LLC More: the full row for Columbia River Financial Group, LLC 152 $14K 0.01% new 13F-HR Timeline von Borstel & Associates, Inc. More: the full row for von Borstel & Associates, Inc. 150 $14K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 140 $13.7K 0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 133 $13K 0.01% 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 133 $13K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 131 $12.9K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 127 $12.4K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 125 $12.3K 0.01% 0 13F-HR/A Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 124 $12.2K <0.01% +7 13F-HR Timeline Nordwand Advisors, LLC More: the full row for Nordwand Advisors, LLC 124 $12.2K <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 119 $11.7K <0.01% 0 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 115 $11.3K 0.01% 0 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 114 $11.2K 0.01% 13F-HR Timeline PFG Private Wealth Management, LLC More: the full row for PFG Private Wealth Management, LLC 114 $11.2K 0.01% new 13F-HR Timeline Beutel, Goodman & Co Ltd. More: the full row for Beutel, Goodman & Co Ltd. 120 $11K <0.01% new 13F-HR/A Timeline Navigoe, LLC More: the full row for Navigoe, LLC 120 $11K 0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 112 $11K 0.01% 0 13F-HR Timeline ROGCO, LP More: the full row for ROGCO, LP 109 $10.7K <0.01% -9,175 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 107 $10.5K <0.01% +36 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 107 $10.5K <0.01% 0 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 103 $10.1K 0.01% +49 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 101 $9.91K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 100 $9.81K <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 99 $9.69K 0.01% 0 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 97 $9.52K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 95 $9.32K <0.01% +15 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 100 $9K 0.01% 0 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 93 $9K 0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 91 $8.93K <0.01% -96 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 89 $8.76K <0.01% +53 13F-HR Timeline Slocum, Gordon & Co LLP More: the full row for Slocum, Gordon & Co LLP 88 $8.63K 0.01% 0 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 86 $8.47K <0.01% -21,464 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 90 $8K <0.01% -2,871 13F-HR Timeline Group Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 80 $7.85K 0.01% -407 13F-HR Timeline REDMONT WEALTH ADVISORS LLC More: the full row for REDMONT WEALTH ADVISORS LLC 79 $7.75K 0.02% new 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 79 $7.73K <0.01% 0 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 78 $7.65K 0.01% 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 83 $7.49K 0.01% -9 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 75 $7.36K 0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 75 $7.36K 0.01% new 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 74 $7.26K <0.01% -10 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 74 $7.24K <0.01% -118 13F-HR Timeline INVESTMENT MANAGEMENT CORP /VA/ /ADV More: the full row for INVESTMENT MANAGEMENT CORP /VA/ /ADV 74 $7.23K 0.01% +1 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 71 $6.96K <0.01% +21 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 69 $6.77K <0.01% 0 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 67 $6.57K <0.01% 0 13F-HR Timeline 10Elms LLP More: the full row for 10Elms LLP 67 $6.57K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 65 $6.4K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 64 $6.28K <0.01% -1 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 60 $5.88K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 57 $5.59K 0.01% +5 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 56 $5.49K <0.01% 0 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 53 $5.18K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 51 $5.04K <0.01% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 50 $4.91K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 50 $4.91K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 50 $4.91K <0.01% +30 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 50 $4.91K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 47 $4.61K <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 47 $4.17K <0.01% +18 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 42 $4.12K <0.01% 0 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 40 $3.89K <0.01% +15 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 38 $3.73K <0.01% +19 13F-HR Timeline NCP Inc. More: the full row for NCP Inc. 37 $3.61K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 35 $3.41K <0.01% +11 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 34 $3.33K <0.01% 0 13F-HR Timeline Perritt Capital Management Inc More: the full row for Perritt Capital Management Inc 30 $2.94K <0.01% -103 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 30 $2.94K <0.01% -2,030 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 30 $2.94K <0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 27 $2.65K 0.15% -8 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 25 $2.44K <0.01% -67 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 23 $2.26K <0.01% +16 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 23 $2.26K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 24 $2.19K <0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 1 $2.17K 0.02% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 18 $1.77K <0.01% -645 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 17 $1.7K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 17 $1.67K <0.01% new 13F-HR Timeline Anderson Financial Strategies, LLC More: the full row for Anderson Financial Strategies, LLC 17 $1.64K <0.01% new 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 1,600 $1.57K 0.06% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 14 $1.38K <0.01% 0 13F-HR Timeline Delta Accumulation, LLC More: the full row for Delta Accumulation, LLC 14 $1.36K 0.01% 0 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 11 $1.08K <0.01% new 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 12 $1K <0.01% 0 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 10 $1K <0.01% -50 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 10 $981 <0.01% new 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 9 $883 <0.01% 0 13F-HR Timeline MilWealth Group LLC More: the full row for MilWealth Group LLC 3 $295 <0.01% 0 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $295 <0.01% 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 2 $197 <0.01% 0 13F-HR Timeline Inlight Wealth Management, LLC More: the full row for Inlight Wealth Management, LLC 2 $196 <0.01% new 13F-HR Timeline IAG Wealth Partners, LLC More: the full row for IAG Wealth Partners, LLC 2 $196 <0.01% 0 13F-HR Timeline EQ WEALTH ADVISORS, LLC More: the full row for EQ WEALTH ADVISORS, LLC 2 $196 <0.01% new 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 2 $196 <0.01% new 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 1 $104 <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1 $98 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 1 $61 <0.01% 0 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 3 $0 0% 0 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 -3,948 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.