Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 169 $60.8K 0.08% 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 166 $59.8K 0.02% +10 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 164 $59.1K 0.09% 0 13F-HR Timeline LOOMIS SAYLES & CO L P in group LOOMIS SAYLES & CO L P More: the full row for LOOMIS SAYLES & CO L P 159 $57K <0.01% -27 13F-HR Timeline Group VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 156 $56K 0.01% +68 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 151 $54.2K 0.01% 0 13F-HR Timeline FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 150 $54K 0.02% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 149 $53.6K 0.02% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 148 $53.3K 0.03% 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 147 $52.9K 0.04% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 146 $52.6K 0.01% +27 13F-HR Timeline STUDIO INVESTMENT MANAGEMENT LLC More: the full row for STUDIO INVESTMENT MANAGEMENT LLC 145 $52.3K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 144 $52K 0.01% new 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 140 $50.7K 0.04% -268 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 135 $48.6K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 135 $48.6K 0.02% 0 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 133 $48K 0.01% 0 13F-HR/A Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 125 $45K 0.03% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 125 $45K 0.02% 0 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 125 $45K 0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 124 $44.9K 0.04% -351 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 123 $44.3K <0.01% -59 13F-HR Timeline Group Central Pacific Bank - Trust Division More: the full row for Central Pacific Bank - Trust Division 119 $42.8K 0.01% +10 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 116 $41.8K <0.01% new 13F-HR Timeline Group Hara Capital LLC More: the full row for Hara Capital LLC 115 $41.4K 0.03% 0 13F-HR/A Timeline Canton Hathaway, LLC More: the full row for Canton Hathaway, LLC 115 $41K 0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 113 $40.7K <0.01% -5 13F-HR Timeline Lowe Wealth Advisors, LLC More: the full row for Lowe Wealth Advisors, LLC 110 $39.6K 0.02% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 107 $38.5K 0.01% 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 106 $38.2K 0.01% new 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 103 $37.2K <0.01% -7 13F-HR Timeline Quarry LP More: the full row for Quarry LP 102 $36.7K 0.01% +14 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 101 $36.4K 0.01% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 100 $36.1K <0.01% -100 13F-HR Timeline OAKMONT Corp More: the full row for OAKMONT Corp 100 $36K 0.01% 0 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 100 $36K 0.03% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $36K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 100 $36K 0.02% 0 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 100 $36K <0.01% 0 13F-HR Timeline Financially Speaking Inc More: the full row for Financially Speaking Inc 100 $36K 0.02% 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 100 $36K 0.01% 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 100 $36K 0.02% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 98 $35K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 87 $34.6K 0.01% -1 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 93 $33.6K 0.02% +17 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 92 $33.1K 0.01% 13F-HR Timeline Group WPG Advisers, LLC More: the full row for WPG Advisers, LLC 92 $33.1K 0.03% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 84 $30.2K 0.03% 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 83 $30.1K 0.01% +2 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 83 $29.8K 0.01% 0 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 81 $29.2K 0.02% 13F-HR Timeline WINTRUST INVESTMENTS LLC More: the full row for WINTRUST INVESTMENTS LLC 81 $29K 0.03% -12 13F-HR Timeline Knuff & Co LLC More: the full row for Knuff & Co LLC 80 $28.8K 0.01% 0 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 79 $28.4K 0.01% +68 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 76 $27.4K <0.01% 0 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 75 $27.1K 0.01% +25 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 72 $25.9K <0.01% 0 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 72 $25.9K 0.02% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 71 $25.6K 0.01% 0 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 71 $25.6K 0.04% 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 70 $25.2K 0.02% 0 13F-HR Timeline Kohmann Bosshard Financial Services, LLC More: the full row for Kohmann Bosshard Financial Services, LLC 69 $24.8K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 69 $24.8K <0.01% +18 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 67 $24K <0.01% +29 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 64 $23.1K 0.01% -1 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 66 $23K 0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 63 $22.7K 0.02% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 63 $22.7K <0.01% 0 13F-HR Timeline Roxbury Financial LLC More: the full row for Roxbury Financial LLC 56 $22.3K 0.02% 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 61 $22K 0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 63 $22K 0.01% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 60 $22K <0.01% 0 13F-HR Timeline Group Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 58 $20.9K 0.01% 0 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 58 $20.7K 0.01% +1 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 54 $19.4K 0.02% 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 54 $19.4K 0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 51 $18.4K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 50 $18.1K <0.01% 0 13F-HR Timeline Bray Capital Advisors More: the full row for Bray Capital Advisors 50 $18K <0.01% 0 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 50 $18K 0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 48 $17.4K <0.01% 0 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 48 $17.3K 0.01% 0 13F-HR Timeline Group PSI Advisors, LLC More: the full row for PSI Advisors, LLC 44 $15.8K <0.01% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 44 $15.8K 0.01% new 13F-HR Timeline Group Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 44 $15.8K 0.01% 0 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 43 $15.6K 0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 43 $15.5K 0.01% +3 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 43 $15.5K 0.01% 13F-HR Timeline MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 43 $15.5K 0.01% -13 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 42 $15.1K 0.01% 0 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 41 $14.8K <0.01% +11 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 41 $14.8K <0.01% 0 13F-HR Timeline Robinswood Financial LLC More: the full row for Robinswood Financial LLC 37 $13.7K 0.01% 0 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 36 $12.8K <0.01% +1 13F-HR Timeline DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 35 $12.6K <0.01% 0 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 33 $11.7K <0.01% -40 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $11K <0.01% +5 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 30 $10.8K <0.01% +24 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 30 $10.8K <0.01% new 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 28 $10.1K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 28 $10.1K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 27 $9.72K <0.01% -21 13F-HR Timeline Fairfield Financial Advisors, LTD More: the full row for Fairfield Financial Advisors, LTD 26 $9.39K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 26 $9.36K <0.01% +5 13F-HR Timeline FPC INVESTMENT ADVISORY, INC. More: the full row for FPC INVESTMENT ADVISORY, INC. 19 $7.43K 0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 20 $7.2K <0.01% 0 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 20 $7.2K <0.01% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 18 $6.48K <0.01% 0 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 18 $6.48K <0.01% -81 13F-HR/A Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 21 $6.14K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 17 $6.12K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 17 $6.12K <0.01% 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 17 $6.12K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 16 $5.76K <0.01% +1 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 16 $5.76K <0.01% -9 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 16 $5.76K <0.01% 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 15 $5.4K <0.01% 0 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 15 $5.3K <0.01% 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 14 $5.04K 0.01% 13F-HR Timeline CITY HOLDING CO More: the full row for CITY HOLDING CO 14 $5.04K <0.01% 0 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 13 $4.72K <0.01% -2 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 13 $4.68K <0.01% new 13F-HR/A Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 13 $4.68K <0.01% 0 13F-HR Timeline City State Bank More: the full row for City State Bank 13 $4.68K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 12 $4.45K 0.01% 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 12 $4.32K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 12 $4.32K <0.01% 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 12 $4.32K <0.01% 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 11 $4.05K <0.01% +5 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 11 $4.05K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 11 $3.96K <0.01% 0 13F-HR Timeline Synergy Asset Management, LLC in group Synergy Asset Management, LLC More: the full row for Synergy Asset Management, LLC 10 $3.61K <0.01% new 13F-HR Timeline Group Trifecta Capital Advisors, LLC More: the full row for Trifecta Capital Advisors, LLC 10 $3.6K <0.01% -39 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 10 $3.6K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 9 $3.58K 0.33% -10,010 13F-HR Timeline Iron Horse Wealth Management, LLC More: the full row for Iron Horse Wealth Management, LLC 9 $3.24K <0.01% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 9 $3.24K <0.01% -272 13F-HR Timeline Family CFO Inc More: the full row for Family CFO Inc 9 $3.24K <0.01% new 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 9 $3.24K <0.01% new 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 8 $2.88K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 8 $2.88K 0.12% new 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 7 $2.58K <0.01% 0 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 8 $2.57K <0.01% 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 7 $2.52K <0.01% new 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 6 $2.16K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 5 $1.8K <0.01% +1 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 5 $1.8K <0.01% 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 5 $1.8K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 5 $1.73K <0.01% 0 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 4 $1.45K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 4 $1.44K <0.01% -6 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 4 $1.44K <0.01% 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 4 $1.44K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 3 $1.08K <0.01% -1 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 3 $1.08K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 3 $1.08K <0.01% 13F-HR Timeline West Oak Capital, LLC More: the full row for West Oak Capital, LLC 300 $1.08K 0.04% 0 13F-HR/A Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 2 $721 <0.01% 0 13F-HR Timeline JCIC Asset Management Inc. More: the full row for JCIC Asset Management Inc. 2 $720 <0.01% new 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 2 $720 <0.01% 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 1 $361 <0.01% 0 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 1 $360 <0.01% new 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 1 $360 <0.01% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 1 $360 <0.01% 13F-HR Timeline