Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 590 $47K 0.02% -79 13F-HR Timeline WOODARD & CO ASSET MANAGEMENT GROUP INC… More: the full row for WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 588 $46.8K 0.01% 0 13F-HR Timeline Hurley Capital, LLC More: the full row for Hurley Capital, LLC 582 $46.3K 0.02% +1 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 578 $46K <0.01% +50 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 577 $45.9K 0.02% 0 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 570 $45.4K 0.03% +192 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 567 $45.1K 0.01% +90 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 565 $45K 0.02% +37 13F-HR Timeline Group Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 561 $44.7K 0.02% +5 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 559 $44.5K 0.03% -62 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 553 $44K 0.02% 0 13F-HR Timeline St. Johns Investment Management Company… More: the full row for St. Johns Investment Management Company, LLC 553 $44K 0.02% 0 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 550 $43.8K 0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 549 $43.7K 0.01% 0 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 539 $42.9K 0.01% +107 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 539 $42.9K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 535 $42.6K 0.01% +59 13F-HR Timeline Marshall & Sterling Wealth Advisors Inc. More: the full row for Marshall & Sterling Wealth Advisors Inc. 535 $42.6K 0.03% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 534 $42.5K 0.01% -4 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 521 $41.5K 0.02% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 515 $41K 0.03% -10 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 513 $40.8K 0.01% +13 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 508 $40.4K 0.01% 0 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 501 $40.1K 0.01% +21 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 504 $40.1K 0.01% +92 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 497 $39.6K 0.07% 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 494 $39.3K 0.02% +287 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 494 $39.3K 0.01% -9 13F-HR Timeline Minot DeBlois Advisors LLC More: the full row for Minot DeBlois Advisors LLC 489 $38.9K 0.04% +302 13F-HR Timeline Ankerstar Wealth, LLC More: the full row for Ankerstar Wealth, LLC 487 $38.8K 0.04% +287 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 485 $38.6K 0 Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 485 $38.6K 0.02% +1 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 465 $37K 0.01% 0 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 457 $36.4K <0.01% new 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 450 $35.8K 0.03% 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 442 $35.2K <0.01% -172 13F-HR Timeline Group Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 440 $35K 0.03% 0 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 440 $35K 0.02% -40,568 13F-HR Timeline Aventus Investment Advisors, Inc. More: the full row for Aventus Investment Advisors, Inc. 440 $35K 0.03% 0 13F-HR Timeline BELLEVUE ASSET MANAGEMENT, LLC More: the full row for BELLEVUE ASSET MANAGEMENT, LLC 439 $35K 0.02% +2 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 436 $34.7K 0.02% 0 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 429 $34.2K 0.01% -30 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 426 $33.9K <0.01% -105 13F-HR Timeline Group MB, LEVIS & ASSOCIATES, LLC More: the full row for MB, LEVIS & ASSOCIATES, LLC 419 $33.3K 0.01% 0 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 420 $33.1K 0.03% new 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 415 $33K 0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 411 $32.7K 0.01% +312 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 410 $32.6K 0.01% +110 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 404 $32.2K 0.02% 0 13F-HR/A Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 400 $31.8K 0.01% 0 13F-HR/A Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 398 $31.7K 0.01% 0 13F-HR Timeline CGC Financial Services, LLC More: the full row for CGC Financial Services, LLC 396 $31.5K 0.01% 0 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 379 $30.2K 0.01% -38 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 370 $29.5K 0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 369 $29.4K 0.01% +78 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 364 $29K 0.02% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 357 $28K 0.02% new 13F-HR Timeline HORIZON BANCORP INC /IN/ More: the full row for HORIZON BANCORP INC /IN/ 354 $28K 0.01% +99 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 351 $27.9K 0.01% 0 13F-HR Timeline Navera Investment Management Ltd. More: the full row for Navera Investment Management Ltd. 350 $27.9K <0.01% 0 13F-HR Timeline Redwood Park Advisors LLC More: the full row for Redwood Park Advisors LLC 347 $27.6K 0.02% +2 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 336 $26.7K 0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 328 $26.1K <0.01% -100 13F-HR Timeline SWISS RE LTD in group SWISS RE LTD More: the full row for SWISS RE LTD 319 $25.4K 0.16% 0 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 316 $25.2K <0.01% -8 13F-HR Timeline Access Investment Management LLC More: the full row for Access Investment Management LLC 316 $25.2K 0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 316 $25K 0.01% 0 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 313 $24.9K 0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 309 $24.6K 0.02% +1 13F-HR Timeline Berbice Capital Management LLC More: the full row for Berbice Capital Management LLC 300 $23.9K 0.02% 0 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 291 $23.2K <0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 278 $22.1K 0.02% +11 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 270 $21.5K 0.01% 0 13F-HR Timeline Copeland Capital Management, LLC More: the full row for Copeland Capital Management, LLC 258 $20.5K <0.01% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 256 $20.4K 0.02% 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 263 $20K <0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 229 $19.8K <0.01% +2 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 247 $19.7K <0.01% +8 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 247 $19.7K 0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 243 $19.3K 0.01% -65 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 232 $19K 0.01% 0 13F-HR Timeline GGM Financial LLC More: the full row for GGM Financial LLC 233 $18.6K 0.01% +1 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 233 $18.5K <0.01% new 13F-HR Timeline Group Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 227 $18.1K 0.01% +19 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 226 $18K 0.01% new 13F-HR Timeline Hamrick Investment Counsel, llc More: the full row for Hamrick Investment Counsel, llc 226 $18K 0.01% new 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 209 $17.5K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 219 $17.4K 0.01% 0 13F-HR Timeline My Portfolio Guide, LLC More: the full row for My Portfolio Guide, LLC 212 $16.9K 0.01% 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 207 $16.5K 0.05% 0 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 189 $15K <0.01% 0 13F-HR Timeline Group PROFFITT & GOODSON INC More: the full row for PROFFITT & GOODSON INC 183 $14.6K <0.01% 0 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 180 $14.4K 0.01% 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 178 $14.2K 0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 174 $13.8K <0.01% new 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 172 $13.7K 0.01% +122 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 172 $13.7K 0.02% +51 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 170 $13.5K <0.01% +102 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 169 $13.5K 0.01% -54 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 166 $13.2K <0.01% 0 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. 164 $13.1K <0.01% new 13F-HR/A Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 160 $12.7K 0.01% 0 13F-HR Timeline BROADWATER CAPITAL MANAGEMENT LLC More: the full row for BROADWATER CAPITAL MANAGEMENT LLC 133 $12.4K 0.01% 0 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 157 $12.1K 0.01% -37 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 150 $11.9K <0.01% 0 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 150 $11.9K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 143 $11.6K 0.4% +31 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 142 $11.3K 0.01% +126 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 122 $10.1K 0.01% -150 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 118 $9.39K <0.01% 0 13F-HR Timeline Carolina Wealth Advisors, LLC More: the full row for Carolina Wealth Advisors, LLC 113 $9K <0.01% 0 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 110 $8.76K 0.01% -5 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 109 $8.68K 0.08% -12 13F-HR Timeline Granite FO LLC More: the full row for Granite FO LLC 108 $8.6K 0.01% 0 13F-HR/A Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 107 $8.56K <0.01% 0 13F-HR Timeline LGT Financial Advisors LLC More: the full row for LGT Financial Advisors LLC 107 $8.52K 0.04% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 106 $8.44K <0.01% +91 13F-HR Timeline Magnolia Wealth Management, LLC More: the full row for Magnolia Wealth Management, LLC 106 $8.44K <0.01% new 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 105 $8.39K <0.01% 0 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 104 $8.28K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 104 $8.28K <0.01% 0 13F-HR Timeline YANKCOM Partnership More: the full row for YANKCOM Partnership 103 $8.2K <0.01% 0 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 102 $8.12K <0.01% -172 13F-HR Timeline Eukles Asset Management More: the full row for Eukles Asset Management 101 $8.04K <0.01% 0 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 100 $7.96K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 100 $7.96K <0.01% 0 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 100 $7.96K 0.01% new 13F-HR Timeline Benson Wealth Management INC More: the full row for Benson Wealth Management INC 99 $7.88K 0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 93 $7.4K <0.01% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 89 $7.08K <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 88 $7.01K 0.05% -371 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 82 $6.53K <0.01% -99 13F-HR Timeline Imprint Wealth LLC More: the full row for Imprint Wealth LLC 80 $6.37K 0.03% -142 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 78 $6.21K <0.01% +18 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 76 $6.04K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 76 $6.02K <0.01% +1 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 68 $5.41K 0.01% 0 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 66 $5.28K <0.01% -113 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 65 $5.17K <0.01% new 13F-HR Timeline Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 63 $5.02K <0.01% +55 13F-HR Timeline CONQUIS FINANCIAL LLC More: the full row for CONQUIS FINANCIAL LLC 62 $4.99K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 55 $4.38K <0.01% 0 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 50 $3.98K <0.01% 0 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 50 $3.98K <0.01% -59,617 13F-HR Timeline Group Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 44 $3.5K <0.01% new 13F-HR Timeline Group Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 45 $3.4K <0.01% +5 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 41 $3.26K <0.01% -3 13F-HR Timeline CBIZ Investment Advisory Services, LLC More: the full row for CBIZ Investment Advisory Services, LLC 36 $2.87K <0.01% -550 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 35 $2.79K <0.01% new 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 33 $2.66K <0.01% 0 13F-HR Timeline North Ridge Wealth Advisors, Inc. More: the full row for North Ridge Wealth Advisors, Inc. 30 $2.39K <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 30 $2.39K <0.01% -1 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 27 $2.15K <0.01% 0 13F-HR Timeline MASECO LLP More: the full row for MASECO LLP 26 $2.09K <0.01% -97 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 25 $1.99K <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 24 $1.91K <0.01% 0 13F-HR Timeline NorthAvenue LLC More: the full row for NorthAvenue LLC 16 $1.27K <0.01% 0 13F-HR Timeline Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 15 $1.23K <0.01% -1,485 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 10 $796 <0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 8 $637 <0.01% -2,963 13F-HR Timeline PALLADIEM, LLC More: the full row for PALLADIEM, LLC 5 $427 <0.01% 0 13F-HR Timeline Sarver Vrooman Wealth Advisors More: the full row for Sarver Vrooman Wealth Advisors 5 $398 <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3 $258 <0.01% 0 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 2 $185 <0.01% 0 13F-HR Timeline Fairway Wealth LLC More: the full row for Fairway Wealth LLC 0 $1 <0.01% -44 13F-HR Timeline Amount filed as zero, left out of ratios. Global Frontier Investments LLC More: the full row for Global Frontier Investments LLC 0 $0 0% 0 13F-HR/A Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. WBI INVESTMENTS, LLC group of 2 filers holding More: the full row for WBI INVESTMENTS, LLC 0 new Timeline MILLINGTON SECURITIES, LLC : 2,856 (0.06%) , in WBI INVESTMENTS, LLC's report, not added 13F-HR WBI INVESTMENTS, LLC : 2,856 (0.06%) , in MILLINGTON SECURITIES, LLC's report, not added 13F-HR