Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 3,097 $14.2K <0.01% -43 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 3,080 $14.2K <0.01% -541 13F-HR Timeline Advisors Asset Management, Inc. More: the full row for Advisors Asset Management, Inc. 3,073 $14.1K <0.01% -63 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 2,932 $13.5K <0.01% +2,382 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 2,647 $12.2K <0.01% 0 13F-HR Timeline Group KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 2,600 $12K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 2,584 $11.9K <0.01% -725 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 2,467 $11.3K <0.01% +2,400 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 2,409 $11.1K <0.01% new 13F-HR/A Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,394 $11K <0.01% +538 13F-HR Timeline Group WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 2,317 $10.9K <0.01% +317 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 2,060 $9.48K 0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 1,646 $7.57K <0.01% +507 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,581 $7.27K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 1,571 $7.22K <0.01% +1,192 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 1,558 $7.17K <0.01% +1,137 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 1,500 $6.9K <0.01% new 13F-HR Timeline Group Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 1,500 $6.9K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 1,438 $6.61K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 1,334 $6.14K <0.01% -57 13F-HR Timeline Group CX Institutional More: the full row for CX Institutional 1,364 $6K <0.01% +1,003 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,426 $5.73K <0.01% new 13F-HR Timeline Group TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,134 $5.55K <0.01% -70 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 1,125 $5.17K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,092 $5.02K <0.01% +1,061 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 1,000 $4.6K <0.01% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 957 $4.4K <0.01% new 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 930 $4.28K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 850 $3.91K <0.01% +500 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 845 $3.89K <0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 804 $3.7K <0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 405 $3.52K <0.01% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 750 $3.45K <0.01% -44 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 750 $3.45K <0.01% 0 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 435 $3.35K <0.01% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 651 $3K <0.01% -57,060 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 634 $2.92K <0.01% +372 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 633 $2.91K <0.01% -461 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 560 $2.58K <0.01% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 540 $2.48K <0.01% -780 13F-HR/A Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 500 $2.3K <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 500 $2.3K <0.01% new 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 500 $2.3K <0.01% 0 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 500 $2.3K <0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 500 $2.3K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Atlantic Private Wealth, LLC More: the full row for Atlantic Private Wealth, LLC 482 $2.22K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 466 $2.14K <0.01% new 13F-HR Timeline Group BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 500 $2K <0.01% 0 13F-HR Timeline Group Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 389 $1.79K <0.01% -384 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 351 $1.61K <0.01% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 312 $1.53K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 237 $1.43K 0.05% +89 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 300 $1.38K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 300 $1.38K <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 261 $1.2K <0.01% -2 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 233 $1.07K <0.01% -146 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 230 $1.06K <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 219 $1.01K <0.01% +126 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 400 $1K <0.01% -67 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 218 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Game Plan Financial Advisors, LLC More: the full row for Game Plan Financial Advisors, LLC 210 $966 <0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 210 $966 <0.01% new 13F-HR Timeline Group Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 194 $951 <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 200 $920 <0.01% -4 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 200 $920 <0.01% 0 13F-HR Timeline Maia Wealth LLC More: the full row for Maia Wealth LLC 200 $920 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 195 $897 <0.01% new 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 168 $773 <0.01% new 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 150 $690 <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 145 $667 <0.01% -9,024 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 130 $598 <0.01% 0 13F-HR Timeline Group SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 130 $598 <0.01% new 13F-HR Timeline Group Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 120 $552 <0.01% 0 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 100 $460 <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 100 $460 <0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 100 $460 <0.01% 0 13F-HR Timeline MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 100 $460 <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 98 $451 <0.01% -31 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 97 $446 <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 91 $419 <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 78 $359 <0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 75 $345 <0.01% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 74 $340 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 73 $336 <0.01% -36 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 66 $304 <0.01% 0 13F-HR Timeline PARK NATIONAL CORP /OH/ More: the full row for PARK NATIONAL CORP /OH/ 56 $258 <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 55 $253 <0.01% -56 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 53 $244 <0.01% -2,802 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 50 $230 <0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 50 $230 <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 50 $230 <0.01% -259 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 50 $230 <0.01% 0 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 50 $230 <0.01% -1,975 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 50 $230 <0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 49 $226 <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 46 $225 <0.01% -22 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 45 $207 <0.01% +36 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 43 $197 <0.01% 0 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 41 $189 <0.01% 0 13F-HR Timeline Fortis Group Advisors, LLC More: the full row for Fortis Group Advisors, LLC 40 $184 <0.01% 0 13F-HR Timeline Ravenstone Capital Management Inc. More: the full row for Ravenstone Capital Management Inc. 35 $161 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 35 $161 <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 30 $138 <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 30 $138 <0.01% +7 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 27 $125 <0.01% 0 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 26 $120 <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 26 $120 <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 26 $120 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 25 $115 <0.01% -71 13F-HR Timeline Winch Advisory Services, LLC More: the full row for Winch Advisory Services, LLC 25 $115 <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 23 $107 <0.01% 0 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 18 $83 <0.01% 13F-HR Timeline CNB Bank More: the full row for CNB Bank 16 $74 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 10 $46 <0.01% 0 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 10 $46 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $41 <0.01% 0 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 8 $37 <0.01% 0 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 7 $33 <0.01% -10 13F-HR Timeline Group Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 6 $28 <0.01% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 5 $23 <0.01% 0 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 5 $23 <0.01% 0 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 4 $18 <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 4 $16 <0.01% 0 13F-HR Timeline Beacon Capital Management, Inc. More: the full row for Beacon Capital Management, Inc. 3 $14 <0.01% 0 13F-HR/A Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 3 $13 <0.01% 0 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1 $5 <0.01% 0 13F-HR Timeline Group Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1 $5 <0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 1 $5 <0.01% 0 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 1 $5 <0.01% new 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 1 $5 <0.01% 0 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 95 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. Pacer Advisors, Inc. More: the full row for Pacer Advisors, Inc. 29 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 20 $0 0% -500 13F-HR Timeline Value filed as zero, left out of ratios. Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 20 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.