North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 2,345 $107K 0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2,314 $105K 0.02% 0 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 2,200 $100K 0.02% +250 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 2,114 $96.2K 0.02% +14 13F-HR Timeline Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 2,028 $92.3K 0.08% -137 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 2,000 $91K <0.01% new 13F-HR Timeline Group TSFG, LLC More: the full row for TSFG, LLC 2,000 $91K 0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,974 $89.9K <0.01% +7 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 1,849 $84.2K 0.01% +1,256 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,739 $79K <0.01% 0 13F-HR Timeline Group Triumph Capital Management More: the full row for Triumph Capital Management 1,707 $77.7K 0.02% -8 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 1,600 $72.8K 0.02% +732 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,500 $68.3K 0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,337 $60.9K 0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,246 $56.7K <0.01% -1,681 13F-HR/A Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 1,197 $54.5K 0.02% +12 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 1,174 $53.4K 0.03% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 1,150 $52.3K 0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 1,125 $51.2K 0.04% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 1,119 $51K 0.03% +11 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 1,100 $50.1K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 1,060 $48.3K <0.01% -50 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 1,055 $48K <0.01% 0 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 1,052 $47.9K 0.02% -28 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,035 $47.1K 0.02% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 1,011 $45.8K 0.02% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 1,000 $45.5K <0.01% 0 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 1,000 $45.5K 0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 998 $45.4K 0.01% -3 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 953 $43.4K 0.01% -106 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 952 $43.3K <0.01% 0 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 931 $42.4K 0.01% 0 13F-HR Timeline Grey Ledge Advisors, LLC More: the full row for Grey Ledge Advisors, LLC 918 $41.8K 0.01% +37 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 891 $40.2K 0.02% +490 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 880 $40.1K <0.01% 0 13F-HR Timeline Group N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 879 $40K <0.01% +7 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 875 $39.8K 0.01% new 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 857 $39K <0.01% 13F-HR Timeline Group Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 816 $37K <0.01% 0 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 801 $36.4K <0.01% +84 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 717 $32.6K <0.01% 0 13F-HR Timeline Group TOMPKINS FINANCIAL CORP in group TOMPKINS FINANCIAL CORP More: the full row for TOMPKINS FINANCIAL CORP 675 $30.7K <0.01% +475 13F-HR Timeline Group PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 610 $27.8K 0.02% new 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 578 $26.3K <0.01% +292 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 576 $26K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 550 $25K <0.01% +6 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 537 $24.4K <0.01% +4 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 487 $22.2K 0.01% new 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 475 $21.6K 0.01% new 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 440 $20K <0.01% new 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 402 $18.3K 0.01% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 391 $17.8K <0.01% +4 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 368 $16.8K <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 366 $16.7K 0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 362 $16.5K <0.01% new 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 343 $15.6K 0.01% 0 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 304 $13.9K <0.01% new 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 300 $13.7K <0.01% 0 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 300 $13.7K 0.01% 13F-HR Timeline BEACON INVESTMENT ADVISORY SERVICES, IN… More: the full row for BEACON INVESTMENT ADVISORY SERVICES, INC. 285 $13K <0.01% new 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 270 $12.3K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 262 $11.8K <0.01% +112 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 250 $11.4K <0.01% 0 13F-HR Timeline Lynch Asset Management, Inc. More: the full row for Lynch Asset Management, Inc. 250 $11.4K <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 227 $10.4K <0.01% -112 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 200 $9.1K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $9.1K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 200 $9.1K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 195 $8.88K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 186 $8.48K <0.01% +125 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 174 $7.92K <0.01% -325 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 162 $7.39K <0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 148 $6.75K <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 146 $6.64K <0.01% new 13F-HR Timeline Group Main Street Group, LTD More: the full row for Main Street Group, LTD 122 $5.56K <0.01% new 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 116 $5.28K <0.01% 0 13F-HR/A Timeline Turim 21 Investimentos Ltda. More: the full row for Turim 21 Investimentos Ltda. 1,375 $4.88K <0.01% 0 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 106 $4.83K <0.01% +1 13F-HR Timeline Sage Mountain Advisors LLC More: the full row for Sage Mountain Advisors LLC 81 $3.68K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 65 $2.95K <0.01% +32 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 60 $2.73K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 58 $2.64K <0.01% 0 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 58 $2.64K <0.01% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 57 $2.6K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 44 $2.02K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 45 $2K <0.01% +12 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 38 $1.75K <0.01% 0 13F-HR/A Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 26 $1.18K <0.01% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 23 $1.05K <0.01% 0 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 21 $951 <0.01% 0 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 20 $910 <0.01% +6 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 19 $877 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 17 $787 <0.01% 0 13F-HR Timeline TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV More: the full row for TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 14 $619 <0.01% +1 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 11 $517 <0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 8 $364 <0.01% -136 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 6 $273 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 6 $252 <0.01% +1 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2 $91 <0.01% -883 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 2 $91 <0.01% -171 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 1 $53 <0.01% -91,145 13F-HR Timeline Group