LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 119 $21K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 112 $20.4K <0.01% +31 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 111 $20.3K 0.01% -46 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 103 $18.8K <0.01% +100 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 102 $18.6K 0.01% 0 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 101 $18.4K <0.01% new 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 84 $15.4K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 75 $13.7K <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 75 $13.7K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 71 $13K <0.01% +9 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 71 $13K <0.01% -364 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 71 $13K <0.01% +43 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 74 $12.9K <0.01% +28 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 70 $12.8K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 67 $12.2K <0.01% -52 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 61 $11.1K <0.01% new 13F-HR Timeline Group HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 60 $10.9K <0.01% -6 13F-HR Timeline Group Hemington Wealth Management More: the full row for Hemington Wealth Management 59 $10K <0.01% +28 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 50 $9.14K <0.01% -9 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 50 $9.12K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 47 $8.58K <0.01% 0 13F-HR/A Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 44 $8.03K <0.01% +19 13F-HR Timeline Group JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 43 $7.85K <0.01% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 42 $7.67K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 41 $7.48K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 40 $7.37K <0.01% +1 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 40 $7.3K <0.01% 0 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 39 $7.12K 0.01% -554 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 37 $6.75K <0.01% 0 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 37 $6.75K <0.01% 0 13F-HR Timeline Group Atala Financial Inc More: the full row for Atala Financial Inc 36 $6.57K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 34 $6.21K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 32 $5.84K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 29 $5.29K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 27 $4.93K <0.01% -13 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 26 $4.68K <0.01% 0 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 25 $4.56K <0.01% new 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 21 $3.83K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 21 $3.83K <0.01% 0 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 21 $3.83K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 12 $2.19K <0.01% +2 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 11 $2.01K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 17 $2.01K <0.01% +6 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 11 $2.01K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 11 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 9 $1.64K <0.01% -584 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 8 $1.46K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 8 $1.46K <0.01% -3 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 6 $1.09K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 12 $1K <0.01% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $913 <0.01% new 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 5 $912 <0.01% +3 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 5 $912 <0.01% new 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $731 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 4 $730 <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 3 $548 <0.01% new 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 3 $548 <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 3 $548 <0.01% new 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 3 $547 <0.01% 0 13F-HR Timeline Greenline Partners, LLC More: the full row for Greenline Partners, LLC 2 $365 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $365 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $365 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $364 <0.01% new 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 1 $183 <0.01% new 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 1 $183 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $182 <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 1 $182 <0.01% 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 1 $182 <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,273 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.