POTOMAC FUND MANAGEMENT INC /ADV More: the full row for POTOMAC FUND MANAGEMENT INC /ADV 4,314,654 $217M 12.41% new 13F-HR/A Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,431,390 $173M 61% new 13F-HR Timeline Carrera Capital Advisors More: the full row for Carrera Capital Advisors 2,253,953 $113M 22.85% +318,558 13F-HR Timeline Tanager Wealth Management LLP More: the full row for Tanager Wealth Management LLP 2,202,075 $111M 13.07% -28,432 13F-HR Timeline Pineridge Advisors LLC More: the full row for Pineridge Advisors LLC 1,912,761 $96.3M 34.9% +59,726 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 1,860,740 $93.7M 13.53% new 13F-HR Timeline a16z Perennial Management, L.P. in group a16z Capital Management, L.L.… More: the full row for a16z Perennial Management, L.P. 1,392,000 $70.1M 5.79% 0 13F-HR Timeline Group 3EDGE Asset Management, LP More: the full row for 3EDGE Asset Management, LP 852,643 $42.9M 2.67% -115,398 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/ 631,056 $31.8M <0.01% -85,535 13F-HR Timeline Group SoundView Advisors Inc. More: the full row for SoundView Advisors Inc. 510,955 $25.7M 9.48% +18,595 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 506,391 $25.5M 0.01% +39,930 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 470,111 $23.7M 0.01% new 13F-HR Timeline Group Municipal Employees' Retirement System … More: the full row for Municipal Employees' Retirement System of Michigan 448,334 $22.6M 0.27% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 357,274 $18M <0.01% +275,096 13F-HR Timeline Group ENVESTNET ASSET MANAGEMENT INC in group ENVESTNET ASSET MANAGEMENT INC More: the full row for ENVESTNET ASSET MANAGEMENT INC 347,553 $17.5M 0.01% +321,125 13F-HR Timeline Group JDM Financial Group LLC More: the full row for JDM Financial Group LLC 252,185 $12.7M 5.99% -100,198 13F-HR Timeline Advisors Preferred, LLC in group Advisors Preferred, LLC More: the full row for Advisors Preferred, LLC 239,600 $12M 1.98% 0 13F-HR Timeline Group Astor Investment Management LLC More: the full row for Astor Investment Management LLC 213,466 $10.7M 5.81% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 202,057 $10.2M 0.03% -28,445 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 194,878 $9.81M 0.1% -11,394 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 192,260 $9.68M 1.97% -22,759 13F-HR Timeline GUARDIAN WEALTH ADVISORS, LLC / NC More: the full row for GUARDIAN WEALTH ADVISORS, LLC / NC 184,541 $9.29M 0.65% -10,657 13F-HR Timeline Stadion Money Management, LLC More: the full row for Stadion Money Management, LLC 175,660 $8.81M 0.72% -6,800 13F-HR Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 171,911 $8.65M 0.26% +34,199 13F-HR Timeline NorthCoast Asset Management LLC More: the full row for NorthCoast Asset Management LLC 162,327 $8.17M 0.03% +11,060 13F-HR Timeline Sigma Planning Corp More: the full row for Sigma Planning Corp 160,433 $8.08M 0.24% +6,984 13F-HR Timeline Strait & Sound Wealth Management LLC More: the full row for Strait & Sound Wealth Management LLC 147,788 $7.44M 3.16% -9,241 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 130,280 $6.56M 0.98% +10,510 13F-HR/A Timeline Signal Advisors Wealth, LLC More: the full row for Signal Advisors Wealth, LLC 124,793 $6.28M 0.49% +49,104 13F-HR Timeline DIVERSIFY WEALTH MANAGEMENT, LLC in group Diversify Advisory Services, … More: the full row for DIVERSIFY WEALTH MANAGEMENT, LLC 124,570 $6.26M 0.39% +8,183 13F-HR Timeline Group STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 119,986 $6.04M 0.01% new 13F-HR Timeline Group Warren Street Wealth Advisors, LLC More: the full row for Warren Street Wealth Advisors, LLC 104,827 $5.28M 1.75% +11,905 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 99,728 $5.02M 1.72% +950 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 89,496 $4.51M 0.02% -126 13F-HR Timeline Cambridge Investment Research Advisors,… More: the full row for Cambridge Investment Research Advisors, Inc. 89,416 $4.5M 0.01% -971 13F-HR Timeline Cetera Investment Advisers More: the full row for Cetera Investment Advisers 87,284 $4.39M 0.01% +72,777 13F-HR Timeline Encompass More Asset Management More: the full row for Encompass More Asset Management 79,697 $4.01M 0.94% +5,742 13F-HR Timeline Measured Risk Portfolios, Inc. More: the full row for Measured Risk Portfolios, Inc. 76,892 $3.87M 4.33% -11,910 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 74,966 $3.77M 0.04% new 13F-HR Timeline Oliver Luxxe Assets LLC More: the full row for Oliver Luxxe Assets LLC 71,274 $3.59M 0.64% +5,359 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 65,737 $3.31M 0.09% +4,857 13F-HR Timeline Group Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 64,761 $3.26M 0.76% +5,887 13F-HR Timeline Legacy Capital Group California, Inc. More: the full row for Legacy Capital Group California, Inc. 61,968 $3.12M 0.86% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 54,046 $2.72M 0.4% +347 13F-HR Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 49,768 $2.5M 0.03% new 13F-HR Timeline SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,246 $2.28M <0.01% new 13F-HR Timeline Group Matrix Trust Co More: the full row for Matrix Trust Co 41,667 $2.1M 0.33% +16,093 13F-HR Timeline Able Wealth Management LLC More: the full row for Able Wealth Management LLC 39,635 $2M 1.01% +11,338 13F-HR Timeline FULLCIRCLE WEALTH LLC More: the full row for FULLCIRCLE WEALTH LLC 36,520 $1.83M 0.68% new 13F-HR Timeline SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 33,350 $1.68M 0.11% new 13F-HR Timeline ROYAL BANK OF CANADA in group ROYAL BANK OF CANADA More: the full row for ROYAL BANK OF CANADA 32,786 $1.65M <0.01% +12,905 13F-HR/A Timeline Group Janney Montgomery Scott LLC More: the full row for Janney Montgomery Scott LLC 31,110 $1.57M <0.01% +195 13F-HR Timeline SWEENEY & MICHEL, LLC More: the full row for SWEENEY & MICHEL, LLC 29,801 $1.5M 0.53% -315 13F-HR Timeline Sugar Maple Asset Management, LLC More: the full row for Sugar Maple Asset Management, LLC 29,399 $1.48M 1.15% +1,993 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 29,376 $1.48M 0.01% -45,060 13F-HR Timeline Group ACORN FINANCIAL ADVISORY SERVICES INC /… More: the full row for ACORN FINANCIAL ADVISORY SERVICES INC /ADV 29,101 $1.46M 0.24% +5,344 13F-HR Timeline Running Point Capital Advisors, LLC More: the full row for Running Point Capital Advisors, LLC 27,727 $1.4M 0.39% +195 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 25,381 $1.28M 0.33% new 13F-HR Timeline WEALTH ENHANCEMENT ADVISORY SERVICES, L… More: the full row for WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 25,098 $1.26M <0.01% 0 13F-HR Timeline Orion Porfolio Solutions, LLC More: the full row for Orion Porfolio Solutions, LLC 24,732 $1.25M 0.01% -3,296 13F-HR/A Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 24,342 $1.23M 0.01% +21,600 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 22,185 $1.12M <0.01% +16,921 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 21,682 $1.09M <0.01% +21,675 13F-HR/A Timeline Group W1M Asset Management Ltd More: the full row for W1M Asset Management Ltd 20,908 $1.05M 0.08% new 13F-HR Timeline Bulwark Capital Corp More: the full row for Bulwark Capital Corp 20,339 $1.02M 0.86% 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 20,304 $1.02M 0.07% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 19,908 $1M <0.01% new 13F-HR Timeline GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 19,796 $997K <0.01% +11,588 13F-HR Timeline Group STAR Financial Bank More: the full row for STAR Financial Bank 15,314 $771K 0.49% +657 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 15,225 $766K 0.03% new 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 14,290 $719K 0.06% +7,514 13F-HR Timeline HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 13,961 $703K 0.09% new 13F-HR Timeline Holcombe Financial, Inc. More: the full row for Holcombe Financial, Inc. 13,450 $677K 0.51% -3,098 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 13,031 $656K <0.01% new 13F-HR Timeline Group CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 12,791 $644K 0.02% new 13F-HR Timeline Group WealthPlan Investment Management, LLC More: the full row for WealthPlan Investment Management, LLC 12,716 $640K 0.05% -1,927 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 12,050 $607K 0.01% +2,594 13F-HR Timeline Exchange Capital Management, Inc. More: the full row for Exchange Capital Management, Inc. 11,692 $589K 0.09% -12,199 13F-HR Timeline Dynamic Advisor Solutions LLC More: the full row for Dynamic Advisor Solutions LLC 11,500 $579K 0.02% +6,000 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 10,652 $536K <0.01% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,408 $524K <0.01% new 13F-HR/A Timeline Group JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 10,342 $521K <0.01% new 13F-HR Timeline Group ARGUS INVESTORS' COUNSEL, INC. More: the full row for ARGUS INVESTORS' COUNSEL, INC. 10,281 $518K 0.37% -2,360 13F-HR Timeline Legacy Capital Wealth Partners, LLC More: the full row for Legacy Capital Wealth Partners, LLC 10,216 $514K 0.12% new 13F-HR Timeline WT Wealth Management More: the full row for WT Wealth Management 10,167 $512K 0.15% -6,179 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,982 $502K 0.61% +478 13F-HR Timeline Financial Guidance Group, Inc. More: the full row for Financial Guidance Group, Inc. 9,600 $483K 0.23% 0 13F-HR Timeline BlackDiamond Wealth Management, LLC More: the full row for BlackDiamond Wealth Management, LLC 9,216 $463K 0.27% -5 13F-HR Timeline Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 9,183 $462K 0.09% +1,611 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 9,146 $460K <0.01% -99,561 13F-HR/A Timeline Group Gibbs Wealth Management More: the full row for Gibbs Wealth Management 8,614 $434K 0.08% -199 13F-HR Timeline CERTIOR FINANCIAL GROUP, LLC More: the full row for CERTIOR FINANCIAL GROUP, LLC 8,572 $432K 0.33% -81 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 8,363 $421K <0.01% new 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 8,352 $420K 0.02% 0 13F-HR Timeline MIDDLETON & CO INC/MA More: the full row for MIDDLETON & CO INC/MA 8,000 $403K 0.05% 0 13F-HR Timeline Prosperity Consulting Group, LLC More: the full row for Prosperity Consulting Group, LLC 7,761 $391K 0.03% -41 13F-HR Timeline LPL Financial LLC More: the full row for LPL Financial LLC 7,640 $385K <0.01% +2,135 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 7,514 $378K 0.36% -558 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 7,371 $371K 0.01% new 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,039 $354K 0.08% +886 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 7,005 $353K <0.01% -2,997 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 6,757 $340K <0.01% new 13F-HR Timeline Group Private Advisory Group LLC More: the full row for Private Advisory Group LLC 6,588 $332K 0.03% -42,594 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 6,441 $324K 0.01% +227 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 6,355 $320K 0.03% new 13F-HR Timeline C2P Capital Advisory Group, LLC d.b.a. … More: the full row for C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 6,296 $317K 0.02% -306 13F-HR/A Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 6,263 $315K <0.01% +134 13F-HR Timeline Group BANK OZK More: the full row for BANK OZK 6,106 $307K 0.12% 0 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5,516 $278K 0.01% -134,219 13F-HR Timeline TOWNSQUARE CAPITAL LLC More: the full row for TOWNSQUARE CAPITAL LLC 5,360 $270K 0.03% -268,862 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 5,069 $255K 0.07% -3,769 13F-HR Timeline Kestra Advisory Services, LLC in group Kestra Advisory Services, LLC More: the full row for Kestra Advisory Services, LLC 5,050 $254K <0.01% new 13F-HR Timeline Group RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 4,980 $251K <0.01% -281 13F-HR Timeline Inspire Advisors, LLC in group Inspire Investing, LLC More: the full row for Inspire Advisors, LLC 4,859 $245K 0.03% new 13F-HR Timeline Group Etesian Wealth Advisors, Inc. More: the full row for Etesian Wealth Advisors, Inc. 4,776 $240K 0.09% -1,626 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 4,755 $239K <0.01% -473 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 4,568 $230K 0.01% 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 4,558 $229K 0.07% new 13F-HR/A Timeline PALO ALTO WEALTH ADVISORS, LLC More: the full row for PALO ALTO WEALTH ADVISORS, LLC 4,485 $226K 0.09% -2,380 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 4,389 $221K 0.09% new 13F-HR Timeline Traub Capital Management LLC More: the full row for Traub Capital Management LLC 4,340 $218K 0.2% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,270 $215K <0.01% -204 13F-HR Timeline FOURPATH CAPITAL MANAGEMENT, LLC More: the full row for FOURPATH CAPITAL MANAGEMENT, LLC 4,136 $208K 0.03% new 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 4,030 $203K 0.01% -3,076 13F-HR Timeline Reyes Financial Architecture, Inc. More: the full row for Reyes Financial Architecture, Inc. 3,788 $191K 0.16% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,731 $188K <0.01% +3,353 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 2,561 $129K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 2,090 $105K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 1,988 $100K <0.01% -3,824 13F-HR Timeline Group 2UniFi Bank More: the full row for 2UniFi Bank 1,400 $70.5K 0.04% 0 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 994 $50K 0.01% new 13F-HR Timeline Northwest Capital Management Inc More: the full row for Northwest Capital Management Inc 798 $40.2K 0.02% 0 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 704 $35.4K 0.03% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 698 $35.1K 0.01% 0 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 631 $31.8K <0.01% +629 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 175 $8.82K <0.01% +1 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 100 $5.03K <0.01% new 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 1 $50 <0.01% 0 13F-HR Timeline Group 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.