Muzinich & Co., Inc. More: the full row for Muzinich & Co., Inc. 9,234 $310K 0.14% new 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 9,134 $307K <0.01% +2,030 13F-HR Timeline Group WBI INVESTMENTS, LLC in group WBI INVESTMENTS, LLC More: the full row for WBI INVESTMENTS, LLC 9,126 $306K 0.08% -5 13F-HR Timeline Group Bulwark Capital Corp More: the full row for Bulwark Capital Corp 9,095 $305K 0.26% 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 9,012 $303K 0.03% -902 13F-HR/A Timeline BHK Investment Advisors, LLC More: the full row for BHK Investment Advisors, LLC 9,000 $302K 0.12% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 8,940 $300K 0.02% -688 13F-HR Timeline Wick Capital Partners, LLC More: the full row for Wick Capital Partners, LLC 16,444 $298K 0.08% +7,567 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 8,848 $297K 0.25% +217 13F-HR Timeline NORDEN GROUP LLC More: the full row for NORDEN GROUP LLC 8,678 $291K 0.03% +656 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 8,666 $291K 0.04% -311,944 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 8,561 $287K <0.01% -839 13F-HR Timeline 1492 Capital Management LLC More: the full row for 1492 Capital Management LLC 8,508 $286K 0.13% -698 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 8,470 $284K 0.47% -64,160 13F-HR Timeline McGlone Suttner Wealth Management, Inc. More: the full row for McGlone Suttner Wealth Management, Inc. 8,300 $279K 0.04% -8,978 13F-HR Timeline ECLECTIC ASSOCIATES INC /ADV More: the full row for ECLECTIC ASSOCIATES INC /ADV 8,296 $279K 0.06% -410 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 8,062 $271K 0.01% -75 13F-HR Timeline COUNTRY CLUB BANK More: the full row for COUNTRY CLUB BANK 8,061 $270K 0.02% +96 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 8,045 $269K 0.1% -2,249 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 7,946 $267K 0.04% 0 13F-HR Timeline Ameraudi Asset Management, Inc. More: the full row for Ameraudi Asset Management, Inc. 7,917 $266K 0.14% new 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 7,881 $265K 0.1% +154 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 7,841 $263K 0.01% -374 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 7,763 $261K 0.01% +216 13F-HR Timeline Valtinson Bruner Financial Planning LLC More: the full row for Valtinson Bruner Financial Planning LLC 7,574 $254K 0.08% new 13F-HR Timeline Redwood Investment Management, LLC in group Redwood Investment Management… More: the full row for Redwood Investment Management, LLC 7,567 $254K 0.03% -84 13F-HR/A Timeline Group FINANCIAL ADVISORY PARTNERS, LLC More: the full row for FINANCIAL ADVISORY PARTNERS, LLC 7,560 $254K 0.08% +195 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 7,371 $245K 0.01% -934 13F-HR Timeline Empirical Asset Management, LLC More: the full row for Empirical Asset Management, LLC 7,278 $244K 0.08% -172 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 7,132 $239K <0.01% -1,356 13F-HR Timeline Group LOCKERMAN FINANCIAL GROUP, INC. More: the full row for LOCKERMAN FINANCIAL GROUP, INC. 7,132 $239K 0.32% new 13F-HR Timeline Alpha Cubed Investments, LLC More: the full row for Alpha Cubed Investments, LLC 7,069 $237K 0.01% -91 13F-HR Timeline FORESIGHT CAPITAL MANAGEMENT ADVISORS, … More: the full row for FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 7,021 $236K 0.14% new 13F-HR Timeline Destiny Capital Corp/CO More: the full row for Destiny Capital Corp/CO 6,991 $235K 0.14% 0 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 6,880 $231K 0.02% +441 13F-HR Timeline Argent Trust Co More: the full row for Argent Trust Co 6,800 $228K 0.01% 0 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 6,728 $226K 0.01% -207 13F-HR Timeline PHILLIPS FINANCIAL MANAGEMENT, LLC More: the full row for PHILLIPS FINANCIAL MANAGEMENT, LLC 6,649 $223K 0.02% +16 13F-HR Timeline Diversified Enterprises, LLC More: the full row for Diversified Enterprises, LLC 6,618 $222K 0.02% -638 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 6,478 $218K 0.06% +256 13F-HR Timeline POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 6,513 $217K 0.01% -398 13F-HR/A Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 6,268 $210K 0.06% -148 13F-HR Timeline Lion Street Advisors, LLC More: the full row for Lion Street Advisors, LLC 6,268 $210K 0.06% +2 13F-HR Timeline Braun-Bostich & Associates Inc. More: the full row for Braun-Bostich & Associates Inc. 6,182 $208K 0.14% new 13F-HR Timeline Penobscot Investment Management Company… More: the full row for Penobscot Investment Management Company, Inc. 6,120 $206K 0.02% -200 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 6,026 $202K 0.01% +58 13F-HR Timeline Group Trek Financial, LLC More: the full row for Trek Financial, LLC 6,025 $202K 0.01% -817 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 6,020 $202K 0.08% new 13F-HR Timeline BCK Partners, Inc. More: the full row for BCK Partners, Inc. 6,005 $202K 0.12% new 13F-HR Timeline CLIENT 1ST ADVISORY GROUP, LLC More: the full row for CLIENT 1ST ADVISORY GROUP, LLC 5,981 $201K 0.07% -551 13F-HR Timeline ArborFi Advisors, LLC More: the full row for ArborFi Advisors, LLC 5,978 $201K 0.18% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 5,975 $201K 0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 5,816 $195K 0.01% 0 13F-HR Timeline Group OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 5,516 $185K 0.04% +121 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 5,458 $183K <0.01% +4,831 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 5,397 $181K 0.01% -129 13F-HR Timeline Y.D. More Investments Ltd in group Y.D. More Investments Ltd More: the full row for Y.D. More Investments Ltd 4,950 $166K 0.01% -261 13F-HR Timeline Group Archer Investment Corp More: the full row for Archer Investment Corp 4,926 $165K 0.04% +2 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 4,421 $148K <0.01% +13 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 4,118 $138K 0.03% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 3,459 $116K <0.01% +2,666 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 3,367 $113K 0.06% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3,114 $105K 0.01% +880 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,035 $102K 0.04% +36 13F-HR Timeline Ameritas Investment Partners, Inc. group of 2 filers holding More: the full row for Ameritas Investment Partners, Inc. 2,975 $99.9K +2,295 Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 2,878 $96.6K 0.25% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,830 $95K 0.03% +39 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 2,736 $91.9K <0.01% 0 13F-HR/A Timeline Group SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,710 $91K <0.01% +842 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 2,491 $83.6K 0.01% -1,598 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 2,244 $75.4K 0.02% -73 13F-HR Timeline Talon Private Wealth, LLC More: the full row for Talon Private Wealth, LLC 2,164 $72.7K 0.01% new 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 2,149 $72.2K 0.02% -362 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 2,134 $71.7K 0.01% +7 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 2,057 $69.1K 0.02% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 1,918 $64.4K 0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,890 $63.5K <0.01% 0 13F-HR Timeline FAS Wealth Partners, Inc. More: the full row for FAS Wealth Partners, Inc. 1,828 $61.4K <0.01% +20 13F-HR Timeline Horizon Investments, LLC More: the full row for Horizon Investments, LLC 1,578 $53K <0.01% -14,117 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,537 $51.6K <0.01% +1,302 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,391 $46.7K <0.01% 0 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 1,346 $45.2K <0.01% 0 13F-HR Timeline Group LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,310 $44K <0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,307 $43.9K <0.01% new 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 1,206 $40.5K 0.03% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 1,194 $40.1K 0.03% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,192 $40K 0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 1,136 $38.1K 0.03% -109 13F-HR Timeline City State Bank More: the full row for City State Bank 1,131 $38K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,121 $37.6K <0.01% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 1,075 $36K 0.01% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,063 $34.8K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1,018 $34.2K 0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 966 $32.4K 0.02% -49 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 925 $31.1K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 867 $29.1K <0.01% -548 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 889 $29K <0.01% 0 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 852 $28.6K <0.01% -465 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 831 $27.9K 0.01% new 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 815 $27.4K <0.01% 0 13F-HR Timeline Promus Capital, LLC More: the full row for Promus Capital, LLC 739 $24.8K 0.02% 0 13F-HR/A Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 705 $23.7K 0.01% +7 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 683 $22.9K 0.01% +8 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 652 $21.9K <0.01% 0 13F-HR Timeline BlackRock, Inc. in group BlackRock, Inc. More: the full row for BlackRock, Inc. 622 $20.9K <0.01% 0 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 592 $20K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Transce3nd, LLC More: the full row for Transce3nd, LLC 566 $19K 0.01% +35 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 526 $17.6K <0.01% -124 13F-HR Timeline CX Institutional More: the full row for CX Institutional 503 $17K <0.01% new 13F-HR/A Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 465 $15.6K <0.01% 0 13F-HR Timeline Group ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 456 $15.3K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 400 $13.4K <0.01% 0 13F-HR Timeline Group Family Capital Trust Co More: the full row for Family Capital Trust Co 373 $12.5K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 372 $12.5K <0.01% new 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 352 $11.8K 0.01% +4 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 345 $11.6K 0.01% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 346 $11.6K <0.01% new 13F-HR Timeline AllSquare Wealth Management LLC More: the full row for AllSquare Wealth Management LLC 317 $10.6K 0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 259 $8.7K <0.01% 0 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 254 $8.53K 0.01% 0 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 245 $8.23K <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 202 $6.78K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 195 $6.55K <0.01% -1,648 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 192 $6.45K <0.01% 0 13F-HR Timeline Christopher J. Hasenberg, Inc More: the full row for Christopher J. Hasenberg, Inc 183 $6.14K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 173 $5.82K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 167 $5.61K <0.01% new 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 159 $5.34K 0.01% +2 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 155 $5.21K <0.01% new 13F-HR/A Timeline NEW ENGLAND ASSET MANAGEMENT INC More: the full row for NEW ENGLAND ASSET MANAGEMENT INC 150 $5.04K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 139 $4.67K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 121 $4.06K <0.01% new 13F-HR Timeline EPG Wealth Management LLC More: the full row for EPG Wealth Management LLC 112 $3.77K <0.01% -14 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 100 $3.36K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 100 $3.28K <0.01% 0 13F-HR Timeline Integrity Financial Corp /WA More: the full row for Integrity Financial Corp /WA 95 $3.19K <0.01% 0 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 87 $2.92K <0.01% new 13F-HR Timeline Group AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 84 $2.82K <0.01% new 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 70 $2.35K <0.01% 0 13F-HR Timeline Group Robinswood Financial LLC More: the full row for Robinswood Financial LLC 64 $2.15K <0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 72 $2K <0.01% +54 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 56 $1.88K <0.01% 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 52 $1.75K <0.01% 0 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 50 $1.68K <0.01% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 50 $1.68K <0.01% 0 13F-HR Timeline Group Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 43 $1.44K <0.01% -139 13F-HR Timeline Compass Financial Services Inc More: the full row for Compass Financial Services Inc 37 $1.24K <0.01% 0 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 23 $772 <0.01% -18 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 15 $504 <0.01% +4 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 8 $272 <0.01% -1 13F-HR/A Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 6 $201 <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 6 $201 <0.01% new 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 5 $168 <0.01% -909 13F-HR Timeline Investors Research Corp More: the full row for Investors Research Corp 3 $101 <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $34 <0.01% 0 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 0 $5 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.