Vision Retirement, LLC More: the full row for Vision Retirement, LLC 57 $3.37K <0.01% 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 53 $3.13K <0.01% -14 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 53 $3.13K <0.01% +38 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 50 $2.95K <0.01% 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 50 $2.95K <0.01% -50 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 46 $2.77K <0.01% +35 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 45 $2.66K <0.01% +20 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 42 $2.48K <0.01% -34 13F-HR Timeline Group SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 45 $2.47K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 41 $2.42K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 39 $2.3K <0.01% -692 13F-HR Timeline VESTOR CAPITAL, LLC More: the full row for VESTOR CAPITAL, LLC 351 $2.14K 0.21% -36,253 13F-HR Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 35 $2.07K <0.01% 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 33 $1.95K <0.01% 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 31 $1.83K <0.01% +16 13F-HR Timeline Group LOUISBOURG INVESTMENTS INC. More: the full row for LOUISBOURG INVESTMENTS INC. 30 $1.77K <0.01% new 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 29 $1.71K <0.01% 0 13F-HR Timeline Meeder Advisory Services, Inc. group of 2 filers holding More: the full row for Meeder Advisory Services, Inc. 28 $1.65K -2,496 Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 27 $1.59K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 26 $1.53K <0.01% -627 13F-HR/A Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 23 $1.36K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 22 $1.33K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 20 $1.18K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 20 $1.18K <0.01% -9 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 20 $1.18K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 20 $1.18K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 20 $1.18K <0.01% 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 17 $1K <0.01% new 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 14 $853 <0.01% 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 13 $768 <0.01% 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10 $591 <0.01% +6 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $591 <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 10 $591 <0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 10 $591 <0.01% 0 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 10 $591 <0.01% -11 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 8 $473 <0.01% 0 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $472 <0.01% 13F-HR/A Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $295 <0.01% -31 13F-HR Timeline Quattro Advisors LLC More: the full row for Quattro Advisors LLC 5 $295 <0.01% 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 4 $237 <0.01% 0 13F-HR Timeline DV Trading LLC More: the full row for DV Trading LLC 4 $236 <0.01% 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 4 $208 <0.01% +1 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 2 $142 <0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 2 $118 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 1 $65 <0.01% -111 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1 $59 <0.01% -1 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 1 $41 <0.01% new 13F-HR Timeline