Summit Financial, LLC More: the full row for Summit Financial, LLC 6,215 $276K <0.01% -235 13F-HR Timeline Interchange Capital Partners, LLC More: the full row for Interchange Capital Partners, LLC 6,000 $267K 0.05% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 5,765 $256K 0.01% -416 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 5,727 $255K 0.04% 0 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 5,554 $247K 0.01% new 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 5,472 $243K <0.01% new 13F-HR Timeline Group Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 5,463 $243K 0.01% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 5,320 $239K 0.01% new 13F-HR Timeline Beaumont Financial Advisors, LLC More: the full row for Beaumont Financial Advisors, LLC 5,300 $236K 0.02% new 13F-HR Timeline Financial Engines Advisors L.L.C. More: the full row for Financial Engines Advisors L.L.C. 5,000 $222K <0.01% new 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 4,895 $218K <0.01% new 13F-HR Timeline Group Wolff Financial Management LLC More: the full row for Wolff Financial Management LLC 4,859 $216K 0.05% new 13F-HR Timeline Leading Edge Financial Planning LLC More: the full row for Leading Edge Financial Planning LLC 4,796 $213K 0.05% new 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 4,756 $212K 0.05% new 13F-HR Timeline Morton Capital Management LLC/CA More: the full row for Morton Capital Management LLC/CA 4,656 $207K 0.03% new 13F-HR Timeline BKM Wealth Management, LLC More: the full row for BKM Wealth Management, LLC 4,585 $204K 0.08% new 13F-HR Timeline Fifth Third Securities, Inc. in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for Fifth Third Securities, Inc. 4,546 $202K 0.01% new 13F-HR Timeline Group FSA WEALTH PARTNERS, INC. More: the full row for FSA WEALTH PARTNERS, INC. 4,515 $201K 0.08% new 13F-HR Timeline Dauntless Investment Group, LLC More: the full row for Dauntless Investment Group, LLC 4,338 $193K 0.51% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,029 $179K <0.01% new 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 3,580 $159K 0.05% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 3,500 $156K 0.06% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 3,434 $153K <0.01% +676 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 3,000 $133K <0.01% new 13F-HR Timeline China Universal Asset Management Co., L… More: the full row for China Universal Asset Management Co., Ltd. 3,000 $133K 0.01% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 2,784 $124K <0.01% +1,725 13F-HR Timeline Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 2,522 $112K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 2,409 $107K <0.01% +657 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2,223 $98.9K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 2,174 $96.7K <0.01% +80 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 2,103 $93.5K 0.08% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,615 $71.8K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,422 $63.3K <0.01% 0 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 1,400 $62.3K 0.03% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,363 $60.6K <0.01% +13 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,189 $52.9K <0.01% +386 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,061 $47.2K 0.01% -3,504 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $44.5K <0.01% 0 13F-HR Timeline Group CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 990 $44K <0.01% 0 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 960 $42.7K 0.01% 0 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 875 $38.9K <0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 871 $38.7K <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 825 $36.7K <0.01% 0 13F-HR Timeline Group Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 759 $34K <0.01% +252 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 751 $33.4K 0.01% -66 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 718 $31.9K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 715 $31.8K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 675 $30K <0.01% 0 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 650 $28.9K -106 Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 522 $23.2K 0.07% 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 488 $21.7K 0.01% new 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 468 $20.8K 0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 420 $18.7K <0.01% +158 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 372 $16.5K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 366 $16.3K <0.01% +23 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 362 $16.1K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 287 $12.8K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 253 $11.3K <0.01% +40 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 235 $10.5K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 238 $10K <0.01% 0 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 219 $9.74K <0.01% new 13F-HR Timeline Group Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 200 $8.9K <0.01% new 13F-HR Timeline Group BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 186 $8.27K <0.01% new 13F-HR Timeline Group LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 127 $5.65K 0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 125 $5.56K <0.01% 0 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 120 $5.34K <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 112 $5.12K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 108 $4.8K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 100 $4.45K <0.01% +50 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 75 $3K <0.01% new 13F-HR Timeline TCTC Holdings, LLC in group TCTC Holdings, LLC More: the full row for TCTC Holdings, LLC 66 $2.94K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 50 $2.25K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 43 $1.91K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 43 $1.91K <0.01% +8 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 35 $1.56K <0.01% +34 13F-HR Timeline Group American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 32 $1.42K <0.01% 0 13F-HR Timeline