Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 11,452 $2.91M 2.37% -40 13F-HR Timeline Cohen Capital Management, Inc. More: the full row for Cohen Capital Management, Inc. 11,449 $2.91M 0.45% +527 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 11,433 $2.9M 0.63% +13 13F-HR Timeline Terra Nova Asset Management LLC More: the full row for Terra Nova Asset Management LLC 11,424 $2.9M 2.15% -228 13F-HR Timeline TrueWealth Advisors, LLC More: the full row for TrueWealth Advisors, LLC 11,421 $2.9M 0.73% +144 13F-HR Timeline Global Wealth Strategies & Associates More: the full row for Global Wealth Strategies & Associates 11,417 $2.9M 0.71% +157 13F-HR Timeline Newport Capital Group, LLC More: the full row for Newport Capital Group, LLC 11,414 $2.9M 1.77% +4,130 13F-HR Timeline Lumbard & Kellner, LLC More: the full row for Lumbard & Kellner, LLC 11,409 $2.9M 1% 0 13F-HR Timeline Grantvest Financial Group LLC More: the full row for Grantvest Financial Group LLC 11,407 $2.89M 1.87% -886 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 11,402 $2.89M 1.6% +153 13F-HR Timeline Shore Point Advisors, LLC More: the full row for Shore Point Advisors, LLC 11,395 $2.89M 1.14% +7,199 13F-HR Timeline Madrid Wealth Management, LLC More: the full row for Madrid Wealth Management, LLC 11,394 $2.89M 2.18% +999 13F-HR/A Timeline Maltin Wealth Management, Inc. More: the full row for Maltin Wealth Management, Inc. 11,392 $2.89M 1.1% -6 13F-HR Timeline Franklin, Parlapiano, Turner & Welch, L… More: the full row for Franklin, Parlapiano, Turner & Welch, LLC 10,568 $2.89M 0.69% 0 13F-HR Timeline VOISARD ASSET MANAGEMENT GROUP, INC. More: the full row for VOISARD ASSET MANAGEMENT GROUP, INC. 11,376 $2.89M 0.62% +823 13F-HR Timeline MMA ASSET MANAGEMENT LLC More: the full row for MMA ASSET MANAGEMENT LLC 11,342 $2.88M 1.01% +797 13F-HR Timeline ALTERNA WEALTH MANAGEMENT, INC More: the full row for ALTERNA WEALTH MANAGEMENT, INC 11,338 $2.88M 2.18% +90 13F-HR Timeline Portus Wealth Advisors, LLC More: the full row for Portus Wealth Advisors, LLC 11,317 $2.87M 2.7% -902 13F-HR Timeline THREADGILL FINANCIAL, LLC More: the full row for THREADGILL FINANCIAL, LLC 11,308 $2.87M 0.83% -103 13F-HR Timeline TAGStone Capital, Inc. More: the full row for TAGStone Capital, Inc. 11,299 $2.87M 1.01% +3,431 13F-HR Timeline WorthPointe, LLC More: the full row for WorthPointe, LLC 11,280 $2.86M 0.78% -554 13F-HR Timeline Koss-Olinger Consulting, LLC More: the full row for Koss-Olinger Consulting, LLC 11,279 $2.86M 0.24% -9,966 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 11,274 $2.86M 1.4% new 13F-HR Timeline Nicholson Wealth Management Group, LLC More: the full row for Nicholson Wealth Management Group, LLC 11,264 $2.86M 1.67% +332 13F-HR Timeline Stonebridge Financial Planning Group, L… More: the full row for Stonebridge Financial Planning Group, LLC 11,253 $2.86M 1.05% -177 13F-HR Timeline Cornerstone National Bank & Trust Co More: the full row for Cornerstone National Bank & Trust Co 11,170 $2.86M 1.05% -197 13F-HR Timeline Hartmann Taylor Wealth Management, LLC More: the full row for Hartmann Taylor Wealth Management, LLC 11,244 $2.85M 1.89% +3 13F-HR Timeline LiftPoint Family Wealth Advisors LLC More: the full row for LiftPoint Family Wealth Advisors LLC 11,204 $2.84M 2.35% +403 13F-HR Timeline OLIO Financial Planning More: the full row for OLIO Financial Planning 11,188 $2.84M 0.79% +821 13F-HR Timeline CYPRESS FINANCIAL PLANNING LLC More: the full row for CYPRESS FINANCIAL PLANNING LLC 11,179 $2.84M 0.79% +226 13F-HR Timeline PVG ASSET MANAGEMENT CORP More: the full row for PVG ASSET MANAGEMENT CORP 9,571 $2.84M 1.68% +6,464 13F-HR Timeline Sanchez Gaunt Capital Management, LLC More: the full row for Sanchez Gaunt Capital Management, LLC 11,177 $2.84M 1.77% 13F-HR Timeline Baring Financial LLC More: the full row for Baring Financial LLC 11,171 $2.84M 1.73% +1,117 13F-HR Timeline Womack Financial LLC More: the full row for Womack Financial LLC 11,155 $2.83M 2.08% -227 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 11,148 $2.83M 2.32% -841 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 11,140 $2.83M 0.81% +36 13F-HR Timeline Serenity Investment Advisors More: the full row for Serenity Investment Advisors 9,154 $2.83M 1.32% +491 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 11,138 $2.83M 0.84% +190 13F-HR Timeline Atala Financial Inc More: the full row for Atala Financial Inc 11,122 $2.83M 1.9% +126 13F-HR Timeline CONTINENTAL INVESTORS SERVICES, INC. More: the full row for CONTINENTAL INVESTORS SERVICES, INC. 9,650 $2.82M 2.67% +1,593 13F-HR Timeline Cassia Capital Partners, LLC More: the full row for Cassia Capital Partners, LLC 11,122 $2.82M 1.45% +659 13F-HR Timeline Blossom Wealth Management More: the full row for Blossom Wealth Management 11,121 $2.82M 4.19% +57 13F-HR Timeline FSA Advisors, Inc. More: the full row for FSA Advisors, Inc. 11,109 $2.82M 1.86% +9,400 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 11,105 $2.82M 0.97% -173 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 11,100 $2.82M 0.98% 0 13F-HR Timeline Pinnacle Financial Group, LLC / IL More: the full row for Pinnacle Financial Group, LLC / IL 11,088 $2.81M 0.77% +166 13F-HR Timeline ETF Portfolio Partners, Inc. More: the full row for ETF Portfolio Partners, Inc. 11,087 $2.81M 0.74% 0 13F-HR Timeline EDENTREE ASSET MANAGEMENT Ltd More: the full row for EDENTREE ASSET MANAGEMENT Ltd 11,078 $2.81M 0.85% 0 13F-HR Timeline Richwood Investment Advisors, LLC More: the full row for Richwood Investment Advisors, LLC 11,070 $2.81M 2.17% +61 13F-HR Timeline Cogent Private Wealth, Inc. More: the full row for Cogent Private Wealth, Inc. 11,038 $2.8M 2.02% -271 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 11,033 $2.8M 0.87% -367 13F-HR Timeline Clarkston Capital Partners, LLC More: the full row for Clarkston Capital Partners, LLC 11,033 $2.8M 0.21% -154,783 13F-HR Timeline Bravera Wealth More: the full row for Bravera Wealth 11,028 $2.8M 1.26% +288 13F-HR Timeline Financial Alternatives, Inc More: the full row for Financial Alternatives, Inc 11,022 $2.8M 1.51% -746 13F-HR Timeline Landmark Wealth Management, LLC More: the full row for Landmark Wealth Management, LLC 11,015 $2.8M 0.75% +1,333 13F-HR Timeline Eurizon SLJ Capital Ltd More: the full row for Eurizon SLJ Capital Ltd 11,011 $2.79M 1.33% -4,238 13F-HR Timeline Mach-1 Financial Group, LLC More: the full row for Mach-1 Financial Group, LLC 11,001 $2.79M 0.98% -33,950 13F-HR Timeline STAR Financial Bank More: the full row for STAR Financial Bank 11,001 $2.79M 1.32% -963 13F-HR Timeline Integrated Capital Management, LLC More: the full row for Integrated Capital Management, LLC 10,983 $2.79M 1.18% -462 13F-HR Timeline REDW Wealth LLC More: the full row for REDW Wealth LLC 10,979 $2.79M 1.11% -2,525 13F-HR Timeline ShankerValleau Wealth Advisors, Inc. More: the full row for ShankerValleau Wealth Advisors, Inc. 10,958 $2.78M 0.78% 0 13F-HR Timeline Compass Wealth Management LLC More: the full row for Compass Wealth Management LLC 10,947 $2.78M 0.69% +111 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 10,947 $2.78M 2.15% +585 13F-HR Timeline Climber Capital SA More: the full row for Climber Capital SA 10,941 $2.78M 1.82% +1,999 13F-HR Timeline John Boyer, Inc. More: the full row for John Boyer, Inc. 10,911 $2.77M 2.77% +793 13F-HR Timeline Sollinda Capital Management LLC More: the full row for Sollinda Capital Management LLC 10,906 $2.77M 0.67% -118 13F-HR Timeline Clifford Group, LLC More: the full row for Clifford Group, LLC 10,904 $2.77M 2.13% +1,365 13F-HR Timeline Forefront Wealth Partners, LLC More: the full row for Forefront Wealth Partners, LLC 10,904 $2.77M 1.16% +1,108 13F-HR Timeline PARK CIRCLE Co More: the full row for PARK CIRCLE Co 10,900 $2.77M 2.63% 0 13F-HR Timeline Bluesphere Advisors LLC More: the full row for Bluesphere Advisors LLC 10,898 $2.77M 0.98% +2,598 13F-HR Timeline ADVISORY RESEARCH INC More: the full row for ADVISORY RESEARCH INC 10,895 $2.77M 0.34% -897 13F-HR Timeline Northeast Financial Group, Inc. in group Northeast Financial Group, In… More: the full row for Northeast Financial Group, Inc. 10,863 $2.76M 0.73% -1,039 13F-HR Timeline Group Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 10,863 $2.76M 1.31% -5,171 13F-HR Timeline NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 10,862 $2.76M 2.62% -1,821 13F-HR Timeline Balance Wealth Partners LLC More: the full row for Balance Wealth Partners LLC 10,861 $2.76M 0.86% +1,966 13F-HR Timeline Burns Matteson Capital Management, LLC More: the full row for Burns Matteson Capital Management, LLC 10,855 $2.75M 1.07% -353 13F-HR Timeline Vermillion Wealth Management, Inc. More: the full row for Vermillion Wealth Management, Inc. 10,846 $2.75M 1.1% +737 13F-HR Timeline Trinity Wealth Management, LLC More: the full row for Trinity Wealth Management, LLC 10,834 $2.75M 1.01% -229 13F-HR Timeline Cardinal Strategic Wealth Guidance More: the full row for Cardinal Strategic Wealth Guidance 10,827 $2.75M 0.72% -88 13F-HR Timeline Gordian Advisors LLC More: the full row for Gordian Advisors LLC 10,821 $2.75M 1.83% +1 13F-HR Timeline MH & ASSOCIATES SECURITIES MANAGEMENT C… More: the full row for MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 10,807 $2.74M 2.39% -18 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 10,807 $2.74M 1.33% 0 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 10,799 $2.74M 2.45% -248 13F-HR Timeline HF Advisory Group, LLC More: the full row for HF Advisory Group, LLC 10,796 $2.74M 0.93% -95 13F-HR Timeline MFA Wealth Services More: the full row for MFA Wealth Services 10,792 $2.74M 1.81% -41 13F-HR Timeline Benchmark Investment Advisors LLC More: the full row for Benchmark Investment Advisors LLC 10,782 $2.74M 1.59% 13F-HR Timeline 4WEALTH ADVISORS, INC. More: the full row for 4WEALTH ADVISORS, INC. 11,068 $2.73M 2.33% +397 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 10,772 $2.72M 0.76% -46 13F-HR Timeline Hickory Point Bank & Trust More: the full row for Hickory Point Bank & Trust 10,717 $2.72M 1.8% -375 13F-HR Timeline PRUDENT INVESTORS NETWORK, INC. More: the full row for PRUDENT INVESTORS NETWORK, INC. 10,712 $2.72M 0.59% +285 13F-HR Timeline Keener Financial Planning LLC More: the full row for Keener Financial Planning LLC 10,712 $2.72M 1.14% -564 13F-HR Timeline Powers Advisory Group, LLC More: the full row for Powers Advisory Group, LLC 10,700 $2.72M 0.96% -196 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 10,700 $2.72M 1.5% +8,300 13F-HR Timeline Ascension Capital Advisors, Inc. More: the full row for Ascension Capital Advisors, Inc. 10,694 $2.71M 0.85% +3,517 13F-HR Timeline Athena Wealth Management, LLC More: the full row for Athena Wealth Management, LLC 10,694 $2.71M 2.22% -782 13F-HR Timeline Tudor Financial Inc. More: the full row for Tudor Financial Inc. 10,691 $2.71M 1.39% +61 13F-HR/A Timeline WEDGEWOOD INVESTORS INC /PA/ More: the full row for WEDGEWOOD INVESTORS INC /PA/ 10,682 $2.71M 3.11% -25 13F-HR Timeline Macro Advisors, Inc. More: the full row for Macro Advisors, Inc. 10,679 $2.71M 1.12% 13F-HR Timeline Conrad Siegel Investment Advisors, Inc. More: the full row for Conrad Siegel Investment Advisors, Inc. 10,678 $2.71M 0.49% +49 13F-HR Timeline Prosperity Planning, Inc. More: the full row for Prosperity Planning, Inc. 10,670 $2.71M 0.69% +336 13F-HR Timeline SSI INVESTMENT MANAGEMENT LLC More: the full row for SSI INVESTMENT MANAGEMENT LLC 10,656 $2.7M 0.19% 0 13F-HR Timeline Requisite Capital Management, LLC More: the full row for Requisite Capital Management, LLC 10,654 $2.7M 0.5% -1,769 13F-HR Timeline Roth Financial Partners LLC More: the full row for Roth Financial Partners LLC 10,645 $2.7M 0.92% -120 13F-HR Timeline Dala Group, LLC More: the full row for Dala Group, LLC 10,629 $2.7M 2.26% +534 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 10,631 $2.7M 0.85% +404 13F-HR Timeline Impact Investors, Inc More: the full row for Impact Investors, Inc 10,629 $2.7M 1.87% +1,299 13F-HR Timeline Thoma Capital Management LLC More: the full row for Thoma Capital Management LLC 10,610 $2.69M 1.59% -681 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 10,606 $2.69M 1.46% -1,080 13F-HR Timeline Sharper & Granite LLC More: the full row for Sharper & Granite LLC 10,567 $2.68M 0.92% -454 13F-HR Timeline Michael J. Porro & Co. Financial Adviso… More: the full row for Michael J. Porro & Co. Financial Advisors, Inc. 10,567 $2.68M 2.11% +37 13F-HR Timeline R. W. Roge & Company, Inc. More: the full row for R. W. Roge & Company, Inc. 10,555 $2.68M 1.28% -363 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 10,543 $2.68M 1.33% +7 13F-HR Timeline ARK & TLK INVESTMENTS, LLC More: the full row for ARK & TLK INVESTMENTS, LLC 10,539 $2.67M 0.73% -12,364 13F-HR Timeline North Forty Two & Co. More: the full row for North Forty Two & Co. 10,536 $2.67M 2.47% -97 13F-HR Timeline Shay Capital LLC More: the full row for Shay Capital LLC 10,525 $2.67M 0.38% new 13F-HR Timeline Monte Financial Group, LLC More: the full row for Monte Financial Group, LLC 10,503 $2.67M 0.95% -863 13F-HR Timeline GOLDEN ROAD ADVISORS LLC More: the full row for GOLDEN ROAD ADVISORS LLC 10,497 $2.66M 1.53% -2,331 13F-HR Timeline SkyView Investment Advisors, LLC More: the full row for SkyView Investment Advisors, LLC 10,488 $2.66M 0.36% +84 13F-HR Timeline CHIRON CAPITAL MANAGEMENT, LLC More: the full row for CHIRON CAPITAL MANAGEMENT, LLC 10,485 $2.66M 2.73% 13F-HR Timeline Legacy Financial Group LLC More: the full row for Legacy Financial Group LLC 10,463 $2.66M 0.33% -17 13F-HR Timeline Investment Advisory Services Group LLC More: the full row for Investment Advisory Services Group LLC 10,458 $2.65M 2.31% +2,041 13F-HR Timeline Nicholas Wealth, LLC. More: the full row for Nicholas Wealth, LLC. 10,454 $2.65M 1.83% -982 13F-HR Timeline BUILDER INVESTMENT GROUP INC /ADV More: the full row for BUILDER INVESTMENT GROUP INC /ADV 10,440 $2.65M 0.58% -481 13F-HR Timeline Colony Family Offices, LLC More: the full row for Colony Family Offices, LLC 10,433 $2.65M 0.65% -1,855 13F-HR Timeline Fulcrum Equity Management More: the full row for Fulcrum Equity Management 10,426 $2.65M 2.58% +1,258 13F-HR Timeline Sprinkle Financial Consultants LLC More: the full row for Sprinkle Financial Consultants LLC 10,426 $2.65M 1.22% -10 13F-HR Timeline Kaydan Wealth Management, Inc. More: the full row for Kaydan Wealth Management, Inc. 10,416 $2.64M 0.88% +306 13F-HR Timeline Sage Capital Management, LLC More: the full row for Sage Capital Management, LLC 10,400 $2.64M 1.24% +199 13F-HR Timeline Magnetar Financial LLC in group Magnetar Financial LLC More: the full row for Magnetar Financial LLC 10,704 $2.64M 0.03% new 13F-HR Timeline Group Smart Money Group LLC More: the full row for Smart Money Group LLC 10,396 $2.64M 0.77% +33 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 10,394 $2.64M 0.45% -416 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 10,390 $2.63M 1.33% +2,168 13F-HR Timeline PCG Wealth Advisors, LLC More: the full row for PCG Wealth Advisors, LLC 10,373 $2.63M 0.67% +140 13F-HR Timeline Legend Financial Advisors, Inc. More: the full row for Legend Financial Advisors, Inc. 10,358 $2.63M 1.69% -614 13F-HR Timeline Vawter Financial, Ltd. More: the full row for Vawter Financial, Ltd. 10,349 $2.63M 1.1% +1 13F-HR/A Timeline Southern Financial Group, LLC More: the full row for Southern Financial Group, LLC 10,344 $2.63M 0.73% -195 13F-HR Timeline Ariadne Wealth Management, LP More: the full row for Ariadne Wealth Management, LP 10,321 $2.62M 1.18% -372 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 10,316 $2.62M 0.63% -257 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 10,306 $2.62M 0.87% -755 13F-HR Timeline One River Asset Management, LLC More: the full row for One River Asset Management, LLC 10,305 $2.62M 8.9% +6,340 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 10,301 $2.61M 1.2% -1,641 13F-HR Timeline ForthRight Wealth Management, LLC More: the full row for ForthRight Wealth Management, LLC 10,263 $2.6M 0.74% 0 13F-HR Timeline VESTIA PERSONAL WEALTH ADVISORS More: the full row for VESTIA PERSONAL WEALTH ADVISORS 10,262 $2.6M 1.22% +162 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 10,258 $2.6M 1.25% +200 13F-HR Timeline Innova Wealth Partners More: the full row for Innova Wealth Partners 10,225 $2.6M 1.23% -919 13F-HR Timeline FLAGSHIP WEALTH ADVISORS, LLC More: the full row for FLAGSHIP WEALTH ADVISORS, LLC 12,633 $2.59M 1.11% -7,525 13F-HR Timeline Newton One Investments LLC More: the full row for Newton One Investments LLC 10,203 $2.59M 0.7% +9 13F-HR Timeline Councilor Wealth, LLC More: the full row for Councilor Wealth, LLC 10,199 $2.59M 1.26% -226 13F-HR Timeline Smart Portfolios, LLC More: the full row for Smart Portfolios, LLC 10,190 $2.59M 2.58% -50 13F-HR Timeline Pavion Blue Capital, LLC More: the full row for Pavion Blue Capital, LLC 10,187 $2.59M 1.12% -100 13F-HR Timeline ALLEN WEALTH MANAGEMENT, LLC More: the full row for ALLEN WEALTH MANAGEMENT, LLC 10,185 $2.58M 1.29% -374 13F-HR Timeline Altiora Financial Group, LLC More: the full row for Altiora Financial Group, LLC 10,181 $2.58M 0.43% -20 13F-HR Timeline Numerai GP LLC More: the full row for Numerai GP LLC 10,174 $2.58M 0.26% +3,650 13F-HR Timeline Blackstone Inc. in group Blackstone Inc. More: the full row for Blackstone Inc. 10,169 $2.58M 0.01% -16,738 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. McNaughton Wealth Management, LLC More: the full row for McNaughton Wealth Management, LLC 10,147 $2.58M 1.07% +928 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 10,123 $2.57M 0.5% +794 13F-HR Timeline BTG Pactual Asset Management US LLC in group BTG Pactual Asset Management … More: the full row for BTG Pactual Asset Management US LLC 10,118 $2.57M 0.25% +3,526 13F-HR Timeline Group Clarity Capital Advisors, LLC More: the full row for Clarity Capital Advisors, LLC 10,116 $2.57M 1.2% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 10,114 $2.57M 0.3% +117 13F-HR Timeline Canandaigua National Trust Co of Florida More: the full row for Canandaigua National Trust Co of Florida 10,060 $2.55M 2.05% -2,398 13F-HR Timeline A. D. Beadell Investment Counsel, Inc. More: the full row for A. D. Beadell Investment Counsel, Inc. 10,062 $2.55M 1.63% -375 13F-HR Timeline Daytona Street Capital LLC More: the full row for Daytona Street Capital LLC 9,995 $2.55M 1.96% -20 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 10,026 $2.54M 1.14% +3,314 13F-HR Timeline HFG Wealth Management, LLC More: the full row for HFG Wealth Management, LLC 10,016 $2.54M 1.4% +9 13F-HR Timeline Whitaker-Myers Wealth Managers, LTD. More: the full row for Whitaker-Myers Wealth Managers, LTD. 10,008 $2.54M 0.51% -921 13F-HR Timeline MFG WEALTH MANAGEMENT, INC. More: the full row for MFG WEALTH MANAGEMENT, INC. 10,002 $2.54M 2.1% -5,372 13F-HR Timeline SCP Investment, LP More: the full row for SCP Investment, LP 10,000 $2.54M 2.81% 0 13F-HR Timeline Disciplined Investments, LLC More: the full row for Disciplined Investments, LLC 9,988 $2.53M 0.91% +86 13F-HR Timeline Ipsen Advisor Group LLC More: the full row for Ipsen Advisor Group LLC 9,969 $2.53M 1.77% +4 13F-HR Timeline Tandem Investment Partners LLC More: the full row for Tandem Investment Partners LLC 9,921 $2.52M 2.13% -36 13F-HR Timeline PYA Waltman Capital, LLC More: the full row for PYA Waltman Capital, LLC 9,920 $2.52M 0.7% +420 13F-HR Timeline B&D White Capital Company, LLC More: the full row for B&D White Capital Company, LLC 9,913 $2.52M 0.31% +2,638 13F-HR Timeline FIRST HAWAIIAN BANK in group FIRST HAWAIIAN BANK More: the full row for FIRST HAWAIIAN BANK 9,909 $2.51M 0.35% 0 13F-HR Timeline Group Paradigm Capital Management, LLC/NV More: the full row for Paradigm Capital Management, LLC/NV 9,907 $2.51M 2.3% -147 13F-HR Timeline RIK SAYLOR FINANCIAL, INC. More: the full row for RIK SAYLOR FINANCIAL, INC. 9,893 $2.51M 1.91% -23 13F-HR Timeline MAIMON WEALTH MANAGEMENT LTD. More: the full row for MAIMON WEALTH MANAGEMENT LTD. 10,177 $2.51M 2.2% +921 13F-HR Timeline Davidson Capital Management Inc. More: the full row for Davidson Capital Management Inc. 9,888 $2.51M 0.45% -5,615 13F-HR Timeline BDFS Capital LLC More: the full row for BDFS Capital LLC 9,857 $2.5M 1.2% -1,057 13F-HR Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 9,845 $2.5M 6.13% +558 13F-HR Timeline Lake Hills Wealth Management, LLC More: the full row for Lake Hills Wealth Management, LLC 9,840 $2.5M 1.4% -260 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 9,838 $2.5M 0.08% -2,399 13F-HR Timeline TEALWOOD ASSET MANAGEMENT INC More: the full row for TEALWOOD ASSET MANAGEMENT INC 9,833 $2.5M 1.14% 0 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 9,826 $2.49M 0.45% -55 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Presper Financial Architects, LLC More: the full row for Presper Financial Architects, LLC 9,822 $2.49M 1.48% +62 13F-HR Timeline Aspen Wealth Strategies, LLC More: the full row for Aspen Wealth Strategies, LLC 9,817 $2.49M 1.34% +23 13F-HR Timeline Inman Jager Wealth Management, LLC More: the full row for Inman Jager Wealth Management, LLC 9,805 $2.49M 1.45% +227 13F-HR Timeline MLP3, LLC More: the full row for MLP3, LLC 9,802 $2.49M 2.74% +288 13F-HR Timeline Shakespeare Wealth Management, LLC More: the full row for Shakespeare Wealth Management, LLC 9,799 $2.49M 0.59% -435 13F-HR Timeline PRING TURNER CAPITAL GROUP INC More: the full row for PRING TURNER CAPITAL GROUP INC 9,141 $2.49M 1.5% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 9,782 $2.48M 2.54% -81 13F-HR Timeline FORTE ASSET MANAGEMENT LLC More: the full row for FORTE ASSET MANAGEMENT LLC 9,778 $2.48M 1.09% 0 13F-HR Timeline VISTA INVESTMENT MANAGEMENT More: the full row for VISTA INVESTMENT MANAGEMENT 9,774 $2.48M 0.83% -89 13F-HR Timeline Peak Wealth Management LLC More: the full row for Peak Wealth Management LLC 9,772 $2.48M 2.03% +8 13F-HR Timeline HT Partners LLC More: the full row for HT Partners LLC 9,769 $2.48M 0.75% -150 13F-HR Timeline LECAP ASSET MANAGEMENT LTD More: the full row for LECAP ASSET MANAGEMENT LTD 9,766 $2.48M 0.93% +8,326 13F-HR Timeline BARNES PETTEY FINANCIAL ADVISORS, LLC More: the full row for BARNES PETTEY FINANCIAL ADVISORS, LLC 9,764 $2.48M 1.08% -51 13F-HR Timeline Wilkins Miller Wealth Management, LLC More: the full row for Wilkins Miller Wealth Management, LLC 9,761 $2.48M 1.5% +25 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 9,761 $2.48M 0.65% -478 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 9,761 $2.48M 1% +15 13F-HR Timeline Altar Rock LLC More: the full row for Altar Rock LLC 9,761 $2.48M 2.91% -485 13F-HR Timeline