Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 265 $23.8K <0.01% -602 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 250 $22.5K 0.01% +200 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 229 $20.6K <0.01% -1 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 228 $20.5K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 225 $20K <0.01% +65 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 215 $19.3K <0.01% 0 13F-HR/A Timeline Group Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 205 $18.4K 0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 200 $18K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 195 $17.5K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 193 $17.4K 0.01% -128 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 183 $16.5K <0.01% 0 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 181 $16.3K 0.01% -91 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 178 $16K 0.01% -259 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 188 $16K <0.01% +4 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 183 $16K <0.01% -49 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 170 $15.3K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 166 $14.9K <0.01% +15 13F-HR Timeline Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 157 $14K <0.01% -791 13F-HR/A Timeline Group Coastline Trust Co More: the full row for Coastline Trust Co 154 $13.8K <0.01% -40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 146 $13.1K 0.01% -52 13F-HR/A Timeline Group ESSEX INVESTMENT MANAGEMENT CO LLC More: the full row for ESSEX INVESTMENT MANAGEMENT CO LLC 145 $13K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 139 $12.5K <0.01% -24 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 138 $12.4K <0.01% +138 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 134 $12K <0.01% -45 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 133 $12K <0.01% +4 13F-HR Timeline Group True Wealth Design, LLC More: the full row for True Wealth Design, LLC 120 $10.8K <0.01% -850 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 114 $10.3K <0.01% -13 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 110 $9.89K <0.01% 0 13F-HR Timeline Group Rise Advisors, LLC More: the full row for Rise Advisors, LLC 110 $9.87K <0.01% 0 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 108 $9.71K <0.01% -589 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 106 $9.53K 0.01% -14 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 83 $9.27K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 103 $9.26K <0.01% -5 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 102 $9.17K <0.01% -9 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 100 $8.99K <0.01% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 100 $8.99K <0.01% 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 96 $8.63K <0.01% -13 13F-HR/A Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 90 $8.09K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 88 $8.08K <0.01% +2 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 85 $7.63K <0.01% 0 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 75 $6.78K <0.01% -1 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 71 $6.38K <0.01% +36 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 70 $6.38K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 62 $5.58K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 52 $5.56K <0.01% +19 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 59 $5.3K <0.01% +13 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 58 $5.21K <0.01% -456 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 54 $4.86K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 52 $4.68K <0.01% -1 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 50 $4.5K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 50 $4.5K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 50 $4.5K <0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 45 $4.05K <0.01% 0 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 45 $4.05K <0.01% +4 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 52 $4K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 44 $3.96K <0.01% -8 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 43 $3.87K <0.01% +37 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 40 $3.6K <0.01% new 13F-HR Timeline New Millennium Group LLC More: the full row for New Millennium Group LLC 37 $3.33K <0.01% +13 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 36 $3.24K <0.01% -75 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 35 $3.22K <0.01% +24 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 35 $3.16K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 35 $3.15K <0.01% new 13F-HR Timeline Howard Hughes Medical Institute More: the full row for Howard Hughes Medical Institute 35 $3.15K <0.01% new 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 35 $3.15K <0.01% +33 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 34 $3.06K <0.01% -18 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 30 $2.7K <0.01% -48 13F-HR Timeline Stuart Chaussee & Associates, Inc. More: the full row for Stuart Chaussee & Associates, Inc. 30 $2.7K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 30 $2.7K <0.01% -21 13F-HR Timeline Tidemark, LLC More: the full row for Tidemark, LLC 30 $2.7K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 30 $2.7K <0.01% +20 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 29 $2.61K <0.01% 0 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 28 $2.52K <0.01% new 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27 $2.46K <0.01% new 13F-HR Timeline Group Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 27 $2.43K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 27 $2.43K <0.01% +7 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 25 $2.25K <0.01% new 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 23 $2.07K <0.01% 0 13F-HR Timeline CROWLEY WEALTH MANAGEMENT, INC. More: the full row for CROWLEY WEALTH MANAGEMENT, INC. 22 $1.98K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 21 $1.92K <0.01% 0 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 20 $1.82K <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 20 $1.8K <0.01% -46 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 20 $1.8K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 19 $1.7K <0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 15 $1.57K <0.01% +10 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $1.17K <0.01% new 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 12 $1.08K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 16 $1K <0.01% -4 13F-HR/A Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 10 $900 <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 10 $900 <0.01% new 13F-HR Timeline Group Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 10 $899 <0.01% new 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 10 $899 <0.01% new 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 9 $809 <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 9 $809 <0.01% 0 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 9 $809 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 7 $632 <0.01% -4 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $630 <0.01% -21 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 7 $629 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 6 $540 <0.01% -34 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 5 $510 <0.01% -142 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 5 $450 <0.01% +2 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 5 $450 <0.01% -20 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4 $360 <0.01% -16 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 4 $360 <0.01% new 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 3 $270 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $270 <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 3 $270 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 3 $270 <0.01% -13 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 3 $269 <0.01% -2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $180 <0.01% -1 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 1 $90 <0.01% 0 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $90 <0.01% -4 13F-HR Timeline Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 6 $0 0% 0 13F-HR Timeline Value 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.