Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 3,400 $282K <0.01% new 13F-HR Timeline Park Capital Management, LLC / WI More: the full row for Park Capital Management, LLC / WI 3,399 $282K 0.26% -3,243 13F-HR Timeline Wealthspire Retirement, LLC More: the full row for Wealthspire Retirement, LLC 3,393 $282K 0.02% -4,818 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 3,350 $278K 0.02% new 13F-HR/A Timeline CUTLER INVESTMENT COUNSEL LLC More: the full row for CUTLER INVESTMENT COUNSEL LLC 3,316 $276K 0.03% -204 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 3,195 $265K 0.03% -4,875 13F-HR Timeline Diversify Advisory Services, LLC in group Diversify Advisory Services, … More: the full row for Diversify Advisory Services, LLC 2,767 $262K 0.01% new 13F-HR Timeline Group NRI Wealth Management LC More: the full row for NRI Wealth Management LC 3,041 $252K 0.15% new 13F-HR Timeline Belvedere Trading LLC More: the full row for Belvedere Trading LLC 3,021 $251K 0.02% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 2,912 $242K <0.01% new 13F-HR Timeline Allegheny Financial Group More: the full row for Allegheny Financial Group 2,900 $241K 0.05% -600 13F-HR Timeline Members Advisory Group LLC More: the full row for Members Advisory Group LLC 2,843 $236K 0.09% new 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 2,843 $236K 0.02% new 13F-HR Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 2,810 $233K <0.01% new 13F-HR Timeline 360 Financial, Inc. More: the full row for 360 Financial, Inc. 2,781 $231K 0.07% new 13F-HR Timeline Variant Private Wealth, LLC More: the full row for Variant Private Wealth, LLC 2,778 $231K 0.24% -32,358 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 2,751 $228K 0.01% new 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 2,768 $225K 0.03% new 13F-HR/A Timeline Carnegie Investment Counsel More: the full row for Carnegie Investment Counsel 2,700 $224K <0.01% new 13F-HR Timeline Safe Harbor Fiduciary, LLC More: the full row for Safe Harbor Fiduciary, LLC 2,655 $220K 0.21% +2,442 13F-HR Timeline CLEAR INVESTMENT RESEARCH, LLC More: the full row for CLEAR INVESTMENT RESEARCH, LLC 2,652 $220K 0.28% +1,490 13F-HR Timeline Verde Capital Management More: the full row for Verde Capital Management 2,592 $215K 0.05% new 13F-HR Timeline Financial Insights, Inc. More: the full row for Financial Insights, Inc. 2,569 $213K 0.08% new 13F-HR Timeline Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 2,500 $208K <0.01% new 13F-HR Timeline James J. Burns & Company, LLC More: the full row for James J. Burns & Company, LLC 2,503 $208K 0.03% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 2,500 $208K 0.01% -7,500 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 2,485 $206K <0.01% new 13F-HR Timeline Group 1248 Management, LLC More: the full row for 1248 Management, LLC 2,300 $191K 0.07% new 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,286 $190K <0.01% +1,082 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 2,266 $188K 0.01% -1,321 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 3,880 $174K 0.02% 0 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,779 $148K <0.01% 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,750 $145K 0.01% +750 13F-HR Timeline SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 1,732 $144K 0.02% new 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 1,462 $121K 0.07% +452 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 1,400 $116K 5.68% +708 13F-HR Timeline BANK OF AMERICA CORP /DE/ in group BANK OF AMERICA CORP /DE/ More: the full row for BANK OF AMERICA CORP /DE/ 1,363 $113K <0.01% -2,290 13F-HR Timeline Group Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 1,335 $111K 0.01% -488 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 1,255 $104K 0.06% 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 1,255 $104K 0.06% +1,235 13F-HR Timeline Group Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,193 $99K <0.01% +925 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 1,118 $92.8K 0.06% -518 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 1,044 $86.7K 0.02% new 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 1,001 $83.1K 0.04% +752 13F-HR Timeline BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 1,000 $83K <0.01% new 13F-HR/A Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 994 $83K <0.01% +40 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 958 $79.5K <0.01% +449 13F-HR Timeline Group MRP Capital Investments, LLC More: the full row for MRP Capital Investments, LLC 750 $62.2K 0.04% +250 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 702 $58.3K <0.01% -730 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 701 $58.2K <0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 615 $51K 0.02% new 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 50,000 $50K 0.03% 0 13F-HR Timeline Keystone Financial Group, Inc. More: the full row for Keystone Financial Group, Inc. 550 $47.8K 0.03% new 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 562 $46.6K <0.01% new 13F-HR Timeline Group TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 556 $46.1K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 526 $43.7K <0.01% +118 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 500 $42K <0.01% 0 13F-HR Timeline Group Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 505 $41.9K <0.01% -130 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. 500 $41.5K <0.01% new 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 400 $33.2K <0.01% -283 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 396 $33K 0.03% +18 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 374 $31.1K <0.01% +307 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 359 $29.8K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 350 $29.1K <0.01% 0 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 344 $28K <0.01% new 13F-HR/A Timeline Group TruNorth Capital Management, LLC More: the full row for TruNorth Capital Management, LLC 333 $27.6K 0.01% +1 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 333 $27.6K 0.02% 0 13F-HR Timeline WFA of San Diego, LLC More: the full row for WFA of San Diego, LLC 300 $24.9K 0.02% 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 297 $24.6K <0.01% new 13F-HR Timeline Group SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 290 $24.1K <0.01% +90 13F-HR/A Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 256 $21.2K 0.01% +1 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 255 $21.2K <0.01% -11,640 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 250 $20.8K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 233 $19.3K <0.01% +52 13F-HR Timeline Signature Resources Capital Management,… More: the full row for Signature Resources Capital Management, LLC 220 $18.3K 0.01% 0 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 200 $16.6K <0.01% new 13F-HR Timeline Longview Financial Advisors LLC More: the full row for Longview Financial Advisors LLC 188 $15.6K 0.01% 0 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 180 $14.9K 0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 154 $12.8K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 150 $12.4K <0.01% 0 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 150 $12.4K 0.04% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 117 $9.74K <0.01% +29 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 110 $9.13K <0.01% 0 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $8.3K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 100 $8.3K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $8.3K <0.01% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 84 $6.97K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 80 $6.64K <0.01% +45 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 64 $5.31K <0.01% +2 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 60 $4.98K <0.01% +50 13F-HR Timeline Group VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 40 $3.32K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 38 $3.22K <0.01% -2,013 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 36 $3.02K <0.01% new 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 34 $2.81K <0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 30 $2.51K <0.01% +7 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 30 $2.49K <0.01% -46 13F-HR Timeline Strategic Wealth Investment Group, LLC More: the full row for Strategic Wealth Investment Group, LLC 23 $1.91K <0.01% new 13F-HR Timeline WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 20 $1.66K <0.01% +19 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 14 $1.17K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 11 $913 <0.01% new 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10 $864 <0.01% 0 13F-HR Timeline Group Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 10 $830 <0.01% 0 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 6 $498 <0.01% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 5 $421 <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 3 $255 <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 3 $245 <0.01% 0 13F-HR Timeline Mountain Hill Investment Partners Corp. More: the full row for Mountain Hill Investment Partners Corp. 2 $141 <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 0 $7 <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.