Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 138 $20.1K 0.01% 0 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 138 $20.1K <0.01% -2 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 132 $19.2K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 130 $19K <0.01% +100 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 125 $18.2K 0.01% +33 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 122 $17.8K <0.01% -49 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 114 $16.6K 0.01% new 13F-HR Timeline Alphadyne Asset Management LP More: the full row for Alphadyne Asset Management LP 113 $16.5K <0.01% new 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 106 $15.5K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 105 $15.3K <0.01% +32 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 102 $14.9K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $14.6K <0.01% +35 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 102 $14.5K <0.01% +40 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 99 $14.4K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 85 $12.4K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Larson Financial Group LLC More: the full row for Larson Financial Group LLC 85 $12.4K <0.01% +24 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 11,988 $12K <0.01% new 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 79 $11.5K <0.01% +51 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 74 $10.8K 0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 71 $10.7K <0.01% +3 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 71 $10.4K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 66 $9.62K <0.01% 0 13F-HR/A Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 63 $9.18K <0.01% 0 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 59 $8.6K 0.01% -15 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 53 $7.73K <0.01% new 13F-HR Timeline Group Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 52 $7.58K <0.01% +7 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 40 $5.83K <0.01% -40 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 39 $5.68K <0.01% +7 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 37 $5.39K <0.01% +8 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 36 $5.25K <0.01% 0 13F-HR Timeline Group Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 36 $5.25K <0.01% +3 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 34 $5K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 32 $4.67K <0.01% 0 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 32 $4.67K <0.01% -16 13F-HR Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 32 $4.54K <0.01% 0 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 30 $4.37K <0.01% new 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 30 $4K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 30 $4K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. SHP Wealth Management More: the full row for SHP Wealth Management 26 $3.79K <0.01% +4 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 25 $3.65K <0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 24 $3.5K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 23 $3.35K <0.01% 0 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 18 $2.68K <0.01% 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 18 $2.62K <0.01% new 13F-HR Timeline KAYNE ANDERSON RUDNICK INVESTMENT MANAG… More: the full row for KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 17 $2.48K <0.01% 0 13F-HR Timeline MARSHALL INVESTMENT MANAGEMENT, LLC More: the full row for MARSHALL INVESTMENT MANAGEMENT, LLC 17 $2.48K <0.01% new 13F-HR Timeline Downshift Financial, LLC More: the full row for Downshift Financial, LLC 16 $2.33K <0.01% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 15 $2.19K <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 14 $2.04K <0.01% +1 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 11 $1.6K <0.01% 0 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 10 $1.46K <0.01% 0 13F-HR Timeline Group Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 9 $1.31K <0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 8 $1.17K <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 8 $1.17K <0.01% 0 13F-HR/A Timeline MidFirst Bank More: the full row for MidFirst Bank 7 $1.02K <0.01% 0 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 7 $1K <0.01% 0 13F-HR Timeline CX Institutional More: the full row for CX Institutional 4 $1K <0.01% 0 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 6 $882 <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 6 $875 <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 5 $729 <0.01% -4 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 5 $729 <0.01% -1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 4 $583 <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4 $583 <0.01% 0 13F-HR Timeline Trust Co More: the full row for Trust Co 4 $583 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 4 $583 <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 4 $583 <0.01% +2 13F-HR Timeline Highland Investment Advisors LLC More: the full row for Highland Investment Advisors LLC 4 $583 <0.01% 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 3 $438 <0.01% new 13F-HR/A Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 2 $292 <0.01% 0 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 2 $292 <0.01% -26 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 2 $292 <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 2 $292 <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 2 $292 <0.01% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 1 $146 <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 1 $146 <0.01% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 1 $146 <0.01% 0 13F-HR Timeline Monetary Solutions, Ltd More: the full row for Monetary Solutions, Ltd 1 $146 <0.01% new 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 2,945 $430M -398 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.