Petros Family Wealth, LLC More: the full row for Petros Family Wealth, LLC 4,064 $2.36M 1.44% -582 13F-HR Timeline Ethos Financial Group, LLC More: the full row for Ethos Financial Group, LLC 5,463 $2.35M 0.16% -1,556 13F-HR Timeline Mainstream Capital Management LLC More: the full row for Mainstream Capital Management LLC 4,030 $2.34M 1.41% +859 13F-HR Timeline Berger Financial Group, Inc More: the full row for Berger Financial Group, Inc 4,026 $2.34M 0.12% +83 13F-HR Timeline STONEBRIDGE CAPITAL MANAGEMENT INC More: the full row for STONEBRIDGE CAPITAL MANAGEMENT INC 4,023 $2.34M 1.13% -750 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 4,016 $2.33M 0.18% +2,815 13F-HR Timeline Pacific Point Advisors, LLC More: the full row for Pacific Point Advisors, LLC 4,012 $2.33M 1.06% +1,977 13F-HR Timeline BRASADA CAPITAL MANAGEMENT, LP More: the full row for BRASADA CAPITAL MANAGEMENT, LP 4,008 $2.33M 0.42% -6 13F-HR/A Timeline Stonebrook Private Inc. More: the full row for Stonebrook Private Inc. 4,007 $2.33M 0.42% +312 13F-HR Timeline Oakwell Private Wealth Management, LLC More: the full row for Oakwell Private Wealth Management, LLC 4,002 $2.32M 0.39% -1,056 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Clear Trail Advisors, LLC More: the full row for Clear Trail Advisors, LLC 4,002 $2.32M 0.35% -242 13F-HR Timeline Harbor Advisors LLC More: the full row for Harbor Advisors LLC 4,000 $2.32M 0.29% 0 13F-HR Timeline DDFG, Inc More: the full row for DDFG, Inc 4,000 $2.32M 0.46% 0 13F-HR Timeline Pavaki Capital Management LLC More: the full row for Pavaki Capital Management LLC 4,000 $2.32M 1.32% 0 13F-HR Timeline Andrew Hill Investment Advisors, Inc. More: the full row for Andrew Hill Investment Advisors, Inc. 3,996 $2.32M 1.72% -2,185 13F-HR Timeline City State Bank More: the full row for City State Bank 3,996 $2.32M 0.53% -1,681 13F-HR Timeline Arta Finance Wealth Management LLC More: the full row for Arta Finance Wealth Management LLC 3,988 $2.32M 0.99% -1,620 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 3,987 $2.32M 0.3% +312 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 3,980 $2.31M 0.91% -64 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 3,978 $2.31M 0.64% -3,550 13F-HR Timeline SIERRA SUMMIT ADVISORS LLC More: the full row for SIERRA SUMMIT ADVISORS LLC 3,969 $2.31M 0.26% +11 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 3,967 $2.3M 0.64% +371 13F-HR Timeline Colonial River Investments, LLC More: the full row for Colonial River Investments, LLC 3,967 $2.3M 0.66% -82 13F-HR Timeline Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 3,960 $2.3M 0.03% +133 13F-HR Timeline Group SMART Wealth LLC More: the full row for SMART Wealth LLC 3,955 $2.3M 0.5% +2,774 13F-HR Timeline SevenBridge Financial Group, LLC More: the full row for SevenBridge Financial Group, LLC 4,750 $2.3M 0.34% -618 13F-HR Timeline CAMPBELL NEWMAN ASSET MANAGEMENT INC More: the full row for CAMPBELL NEWMAN ASSET MANAGEMENT INC 3,951 $2.3M 0.17% -4,581 13F-HR Timeline Peterson Wealth Services More: the full row for Peterson Wealth Services 3,951 $2.3M 0.5% -100 13F-HR Timeline LM Advisors LLC More: the full row for LM Advisors LLC 4,100 $2.29M 0.26% +1,878 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 3,929 $2.28M 0.7% -5,991 13F-HR Timeline MJP ASSOCIATES INC /ADV More: the full row for MJP ASSOCIATES INC /ADV 3,915 $2.27M 0.25% +1,003 13F-HR Timeline Kingsman Wealth Management, Inc. More: the full row for Kingsman Wealth Management, Inc. 3,893 $2.26M 1.06% +1,508 13F-HR Timeline Front Street Capital Management, Inc. More: the full row for Front Street Capital Management, Inc. 4,275 $2.26M 0.26% -2,875 13F-HR Timeline Brady Martz Wealth Solutions, LLC More: the full row for Brady Martz Wealth Solutions, LLC 3,879 $2.25M 0.34% -212 13F-HR Timeline Claro Advisors Inc. More: the full row for Claro Advisors Inc. 3,874 $2.25M 0.24% +778 13F-HR Timeline Coign Capital Advisors LLC More: the full row for Coign Capital Advisors LLC 3,867 $2.25M 1.01% -120 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 3,854 $2.24M 0.23% +408 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 3,851 $2.24M 1.27% -124 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 3,850 $2.24M 0.18% +1,793 13F-HR Timeline Fosun International Ltd More: the full row for Fosun International Ltd 3,845 $2.23M 0.5% +643 13F-HR Timeline LIBERTY ONE INVESTMENT MANAGEMENT, LLC More: the full row for LIBERTY ONE INVESTMENT MANAGEMENT, LLC 3,844 $2.23M 0.22% -3,440 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 3,839 $2.23M 0.2% +20 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 3,832 $2.23M 0.26% +143 13F-HR Timeline Garrett Wealth Advisory Group, LLC More: the full row for Garrett Wealth Advisory Group, LLC 3,830 $2.22M 0.34% -4 13F-HR Timeline Waldron Private Wealth LLC More: the full row for Waldron Private Wealth LLC 3,829 $2.22M 0.08% -141 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 3,812 $2.21M 0.37% -162 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 3,801 $2.21M 0.18% -84 13F-HR Timeline INTERCAPITAL, LLC More: the full row for INTERCAPITAL, LLC 3,800 $2.21M 0.97% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 3,798 $2.21M 0.4% new 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 3,796 $2.21M 0.12% +1,121 13F-HR Timeline Synergy Financial Group, LTD More: the full row for Synergy Financial Group, LTD 3,794 $2.2M 1.59% +43 13F-HR Timeline Menard Financial Group LLC More: the full row for Menard Financial Group LLC 3,792 $2.2M 1.2% +14 13F-HR Timeline BOS Asset Management, LLC More: the full row for BOS Asset Management, LLC 3,781 $2.2M 0.51% -748 13F-HR Timeline VUB Generali dochodkova spravcovska spo… More: the full row for VUB Generali dochodkova spravcovska spolocnost, a.s. 3,775 $2.19M 1.51% 0 13F-HR Timeline Capstone Financial Advisors, Inc. More: the full row for Capstone Financial Advisors, Inc. 3,764 $2.19M 0.11% +1,317 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 3,761 $2.18M 0.19% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Carr Financial Group Corp More: the full row for Carr Financial Group Corp 3,752 $2.18M 0.5% -120 13F-HR Timeline PICTET BANK & TRUST Ltd More: the full row for PICTET BANK & TRUST Ltd 3,749 $2.18M 2.33% new 13F-HR Timeline STONERIDGE INVESTMENT PARTNERS LLC More: the full row for STONERIDGE INVESTMENT PARTNERS LLC 4,554 $2.17M 1.42% -3,710 13F-HR Timeline ENZI WEALTH More: the full row for ENZI WEALTH 3,947 $2.16M 0.69% -551 13F-HR Timeline CULLINAN ASSOCIATES INC More: the full row for CULLINAN ASSOCIATES INC 3,719 $2.16M 0.16% 0 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,714 $2.16M 0.02% -169,403 13F-HR Timeline Group Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 3,701 $2.15M 0.13% +325 13F-HR Timeline United Super Pty Ltd in its capacity as… More: the full row for United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 3,700 $2.15M 0.04% +1,700 13F-HR Timeline Silphium Asset Management Ltd in group Silphium Asset Management Ltd More: the full row for Silphium Asset Management Ltd 3,695 $2.15M 0.72% +1,575 13F-HR Timeline Group Wayfinding Financial, LLC More: the full row for Wayfinding Financial, LLC 3,682 $2.14M 0.81% +39 13F-HR Timeline Sunpointe, LLC More: the full row for Sunpointe, LLC 3,673 $2.13M 0.61% +1,732 13F-HR Timeline ELEMENT POINTE ADVISORS, LLC More: the full row for ELEMENT POINTE ADVISORS, LLC 3,671 $2.13M 0.34% 0 13F-HR Timeline Malaga Cove Capital, LLC More: the full row for Malaga Cove Capital, LLC 3,670 $2.13M 0.68% -63 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 3,667 $2.13M 0.46% +1,900 13F-HR Timeline Jacobsen Capital Management More: the full row for Jacobsen Capital Management 3,667 $2.13M 0.62% -107 13F-HR Timeline ACORN CREEK CAPITAL LLC More: the full row for ACORN CREEK CAPITAL LLC 3,665 $2.13M 0.71% -1,344 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 3,664 $2.13M 0.31% -21 13F-HR Timeline Eddie Patel Inc More: the full row for Eddie Patel Inc 3,663 $2.13M 1.27% -581 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 3,660 $2.13M 0.14% -2,835 13F-HR Timeline CHESAPEAKE CAPITAL CORP /IL/ More: the full row for CHESAPEAKE CAPITAL CORP /IL/ 3,652 $2.12M 1.15% +384 13F-HR Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 3,635 $2.11M 0.65% -2,779 13F-HR Timeline Sterling Investment Advisors, Ltd. More: the full row for Sterling Investment Advisors, Ltd. 3,623 $2.1M 0.35% 0 13F-HR Timeline Point Break Capital Management, LLC More: the full row for Point Break Capital Management, LLC 3,611 $2.1M 2.29% -5,629 13F-HR Timeline ABLE Financial Group, LLC More: the full row for ABLE Financial Group, LLC 3,611 $2.1M 0.35% +1,931 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 3,609 $2.1M 0.6% +80 13F-HR Timeline First Business Financial Services, Inc. More: the full row for First Business Financial Services, Inc. 3,600 $2.09M 0.16% +94 13F-HR Timeline Avanda Investment Management Pte. Ltd. More: the full row for Avanda Investment Management Pte. Ltd. 3,600 $2.09M 2.82% -4,100 13F-HR Timeline Strategic Investment Advisors / MI More: the full row for Strategic Investment Advisors / MI 3,589 $2.08M 0.13% +894 13F-HR Timeline Vancity Investment Management Ltd More: the full row for Vancity Investment Management Ltd 3,585 $2.08M 0.31% new 13F-HR Timeline AMG Asset Management Group, Inc. More: the full row for AMG Asset Management Group, Inc. 3,573 $2.08M 1.3% +800 13F-HR Timeline Greenfield Savings Bank More: the full row for Greenfield Savings Bank 3,569 $2.07M 0.79% -75 13F-HR Timeline FCG Investment Co More: the full row for FCG Investment Co 3,566 $2.07M 0.72% new 13F-HR Timeline Whalen Wealth Management Inc. More: the full row for Whalen Wealth Management Inc. 3,565 $2.07M 0.93% -1,281 13F-HR Timeline Boomfish Wealth Group, LLC More: the full row for Boomfish Wealth Group, LLC 3,556 $2.07M 0.94% -2,310 13F-HR Timeline SHAKER INVESTMENTS LLC/OH More: the full row for SHAKER INVESTMENTS LLC/OH 3,548 $2.06M 0.74% new 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 3,540 $2.06M 0.18% -2,805 13F-HR Timeline Wealth Architects, LLC More: the full row for Wealth Architects, LLC 3,536 $2.05M 0.16% -1,381 13F-HR Timeline Victrix Investment Advisors More: the full row for Victrix Investment Advisors 3,532 $2.05M 0.86% +221 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 3,529 $2.05M 0.08% +1,105 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 3,524 $2.05M 1.68% +496 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 3,523 $2.05M 0.07% +255 13F-HR Timeline CALTON & ASSOCIATES, INC. More: the full row for CALTON & ASSOCIATES, INC. 3,522 $2.05M 0.3% -1,101 13F-HR Timeline Fortis Capital Advisors, LLC More: the full row for Fortis Capital Advisors, LLC 3,516 $2.04M 0.23% -4,900 13F-HR Timeline Southeast Asset Advisors, LLC More: the full row for Southeast Asset Advisors, LLC 3,505 $2.04M 0.21% -20 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 3,501 $2.03M 0.14% +405 13F-HR Timeline Physician Wealth Solutions Inc. More: the full row for Physician Wealth Solutions Inc. 3,500 $2.03M 0.77% -30 13F-HR Timeline National Philanthropic Trust More: the full row for National Philanthropic Trust 3,491 $2.03M 0.03% -24,974 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 3,490 $2.03M 0.26% -1,050 13F-HR Timeline AVISO WEALTH MANAGEMENT More: the full row for AVISO WEALTH MANAGEMENT 3,483 $2.02M 0.69% -90 13F-HR Timeline FirstWave Capital Management LLC More: the full row for FirstWave Capital Management LLC 3,481 $2.02M 0.89% new 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 3,479 $2.02M 0.05% -35 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 3,478 $2.02M 0.27% +157 13F-HR Timeline Legacy Advisors, LLC More: the full row for Legacy Advisors, LLC 3,472 $2.02M 0.19% +631 13F-HR Timeline SilverOak Wealth Management LLC More: the full row for SilverOak Wealth Management LLC 3,465 $2.01M 0.26% -249 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 25,820 $2.01M 0.16% +917 13F-HR Timeline Darden Wealth Group Inc More: the full row for Darden Wealth Group Inc 3,454 $2.01M 0.8% +365 13F-HR Timeline STABLEFORD CAPITAL II LLC More: the full row for STABLEFORD CAPITAL II LLC 3,452 $2.01M 0.69% -3,992 13F-HR Timeline Traveka Wealth, LLC More: the full row for Traveka Wealth, LLC 3,446 $2M 0.67% +49 13F-HR Timeline PARAGON FINANCIAL PARTNERS, INC. More: the full row for PARAGON FINANCIAL PARTNERS, INC. 4,200 $2M 1.07% 0 13F-HR Timeline OUTFITTERS FINANCIAL LLC More: the full row for OUTFITTERS FINANCIAL LLC 3,440 $2M 1.4% 0 13F-HR Timeline TRILLIUM ASSET MANAGEMENT, LLC More: the full row for TRILLIUM ASSET MANAGEMENT, LLC 3,438 $2M 0.06% -329 13F-HR Timeline Second Line Capital, LLC More: the full row for Second Line Capital, LLC 3,437 $2M 0.37% -49 13F-HR Timeline MOSAIC FAMILY WEALTH PARTNERS, LLC More: the full row for MOSAIC FAMILY WEALTH PARTNERS, LLC 3,436 $2M 0.14% +747 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 3,430 $1.99M 0.48% +251 13F-HR/A Timeline Tailwinds Wealth, LLC More: the full row for Tailwinds Wealth, LLC 3,422 $1.99M 1.17% +1,125 13F-HR Timeline Johnson Financial Group, LLC More: the full row for Johnson Financial Group, LLC 3,421 $1.99M 0.11% +820 13F-HR Timeline LJI Wealth Management, LLC More: the full row for LJI Wealth Management, LLC 3,414 $1.98M 0.28% -20 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 3,414 $1.98M 0.86% -14 13F-HR/A Timeline CHICAGO TRUST Co NA More: the full row for CHICAGO TRUST Co NA 3,414 $1.98M 0.29% -2 13F-HR Timeline NORTH DALLAS BANK & TRUST CO More: the full row for NORTH DALLAS BANK & TRUST CO 3,412 $1.98M 1.17% +1,159 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,410 $1.98M 0.35% -1,964 13F-HR Timeline Mirabaud Asset Management Ltd More: the full row for Mirabaud Asset Management Ltd 3,668 $1.98M 1.65% new 13F-HR Timeline Alamar Capital Management, LLC More: the full row for Alamar Capital Management, LLC 3,400 $1.98M 1% 0 13F-HR Timeline Shum Financial Group, Inc. More: the full row for Shum Financial Group, Inc. 3,400 $1.98M 1.19% +114 13F-HR Timeline First Heartland Consultants, Inc. More: the full row for First Heartland Consultants, Inc. 3,391 $1.97M 0.13% -318 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 3,379 $1.96M 1.58% -61 13F-HR Timeline Evolution Wealth Advisors, LLC More: the full row for Evolution Wealth Advisors, LLC 3,378 $1.96M 0.23% +395 13F-HR Timeline GoalFusion Wealth Management, LLC More: the full row for GoalFusion Wealth Management, LLC 3,370 $1.96M 0.79% -800 13F-HR Timeline Castle Hook Partners LP More: the full row for Castle Hook Partners LP 3,366 $1.96M 0.02% new 13F-HR Timeline USAdvisors Wealth Management, LLC More: the full row for USAdvisors Wealth Management, LLC 3,357 $1.95M 0.56% -816 13F-HR Timeline Foster Group, Inc. More: the full row for Foster Group, Inc. 3,349 $1.95M 0.05% +607 13F-HR Timeline Journey Advisory Group, LLC More: the full row for Journey Advisory Group, LLC 3,348 $1.94M 0.15% -1 13F-HR Timeline Clarus Wealth Advisors More: the full row for Clarus Wealth Advisors 3,755 $1.94M 0.75% -4,646 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 3,339 $1.94M 0.3% -73 13F-HR Timeline RFG - Bristol Wealth Advisors, LLC More: the full row for RFG - Bristol Wealth Advisors, LLC 3,339 $1.94M 0.47% -50 13F-HR Timeline Plancorp, LLC More: the full row for Plancorp, LLC 3,629 $1.94M 0.05% -1,856 13F-HR Timeline Fairtree Asset Management (Pty) Ltd More: the full row for Fairtree Asset Management (Pty) Ltd 3,322 $1.93M 0.74% -2,214 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 3,311 $1.92M 0.67% +260 13F-HR Timeline Main Street Research LLC More: the full row for Main Street Research LLC 3,308 $1.92M 0.09% +163 13F-HR Timeline Elevation Wealth Management LLC More: the full row for Elevation Wealth Management LLC 3,305 $1.92M 1.44% +107 13F-HR Timeline Uniting Wealth Partners, LLC More: the full row for Uniting Wealth Partners, LLC 3,288 $1.91M 0.39% -102 13F-HR Timeline FORTEM FINANCIAL GROUP, LLC More: the full row for FORTEM FINANCIAL GROUP, LLC 3,277 $1.9M 0.39% -232 13F-HR Timeline Financial Partners Group, Inc More: the full row for Financial Partners Group, Inc 3,275 $1.9M 0.19% +619 13F-HR Timeline Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 3,266 $1.9M 0.09% -337 13F-HR Timeline USA FINANCIAL FORMULAS More: the full row for USA FINANCIAL FORMULAS 3,263 $1.9M 0.35% 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 4,031 $1.89M 0.89% -2,189 13F-HR Timeline Alteri Wealth LLC More: the full row for Alteri Wealth LLC 3,258 $1.89M 0.52% +48 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 3,257 $1.89M 1.33% +344 13F-HR Timeline Fischer Financial Services, Inc. More: the full row for Fischer Financial Services, Inc. 3,250 $1.89M 0.47% new 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 3,246 $1.89M 0.07% -15,841 13F-HR Timeline FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 3,242 $1.88M 0.08% -7,318 13F-HR Timeline Legacy Financial Strategies, LLC More: the full row for Legacy Financial Strategies, LLC 3,235 $1.88M 0.29% +545 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 3,235 $1.88M 0.34% -3,966 13F-HR Timeline Curbstone Financial Management Corp More: the full row for Curbstone Financial Management Corp 3,230 $1.88M 0.32% -102 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 3,230 $1.88M 0.25% -4 13F-HR Timeline IVC Wealth Advisors LLC More: the full row for IVC Wealth Advisors LLC 3,225 $1.87M 0.73% -137 13F-HR Timeline CLEAR WAVE WEALTH MANAGEMENT LLC More: the full row for CLEAR WAVE WEALTH MANAGEMENT LLC 3,216 $1.87M 0.42% +585 13F-HR Timeline Formidable Asset Management, LLC More: the full row for Formidable Asset Management, LLC 9,153 $1.86M 0.3% +309 13F-HR Timeline Simmons Bank in group Simmons Bank More: the full row for Simmons Bank 3,205 $1.86M 0.11% +917 13F-HR Timeline Group Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 3,203 $1.86M 0.17% +1,712 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 3,201 $1.86M 0.08% +283 13F-HR Timeline Gerald Baker Financial Group LLC More: the full row for Gerald Baker Financial Group LLC 3,196 $1.86M 0.53% +96 13F-HR Timeline KINTRA WEALTH, LLC More: the full row for KINTRA WEALTH, LLC 3,832 $1.85M 0.1% +1,713 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 3,179 $1.85M 0.17% -160 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 3,177 $1.85M 0.05% +1,018 13F-HR Timeline Warwick Investment Management, Inc. More: the full row for Warwick Investment Management, Inc. 3,169 $1.84M 0.21% +1,219 13F-HR Timeline BIRCH FINANCIAL GROUP, LLC More: the full row for BIRCH FINANCIAL GROUP, LLC 3,166 $1.84M 0.95% +229 13F-HR Timeline Drucker Wealth 3.0, LLC More: the full row for Drucker Wealth 3.0, LLC 3,159 $1.84M 0.29% -100 13F-HR Timeline Zinnia Wealth Advisory, LLC More: the full row for Zinnia Wealth Advisory, LLC 3,158 $1.83M 1.87% -145 13F-HR Timeline Cross Staff Investments Inc More: the full row for Cross Staff Investments Inc 3,154 $1.83M 1.03% 0 13F-HR Timeline Worthington Financial Partners, LLC More: the full row for Worthington Financial Partners, LLC 3,154 $1.83M 1.52% -52 13F-HR Timeline FSM Wealth Advisors, LLC More: the full row for FSM Wealth Advisors, LLC 3,153 $1.83M 0.2% +316 13F-HR Timeline Commonwealth Financial Services, LLC More: the full row for Commonwealth Financial Services, LLC 3,142 $1.83M 0.25% +96 13F-HR Timeline Nicholas Investment Partners, LP More: the full row for Nicholas Investment Partners, LP 3,141 $1.82M 0.1% +557 13F-HR Timeline TrueMark Investments, LLC in group TrueMark Investments, LLC More: the full row for TrueMark Investments, LLC 3,140 $1.82M 0.23% -3,747 13F-HR Timeline Group ROMAN BUTLER FULLERTON & CO More: the full row for ROMAN BUTLER FULLERTON & CO 3,400 $1.82M 0.43% -163 13F-HR Timeline WJ Financial Advisors LLC More: the full row for WJ Financial Advisors LLC 3,128 $1.82M 1.34% -192 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 3,128 $1.82M <0.01% +195 13F-HR Timeline CMT Capital Markets Trading GmbH in group CMT Capital Markets Trading G… More: the full row for CMT Capital Markets Trading GmbH 3,111 $1.81M 0.95% -4,219 13F-HR Timeline Group Compass Wealth Management, LLC/GA More: the full row for Compass Wealth Management, LLC/GA 3,106 $1.8M 0.72% -50 13F-HR Timeline Mirador Capital Partners LP More: the full row for Mirador Capital Partners LP 3,099 $1.8M 0.22% -188 13F-HR Timeline Rothschild Wealth LLC More: the full row for Rothschild Wealth LLC 3,099 $1.8M 0.14% +560 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 3,096 $1.8M 0.54% +273 13F-HR Timeline Great Waters Wealth Management More: the full row for Great Waters Wealth Management 3,093 $1.8M 0.17% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 3,084 $1.79M 0.11% +1,015 13F-HR Timeline King Wealth Management Group More: the full row for King Wealth Management Group 3,083 $1.79M 0.2% +20 13F-HR Timeline GEM Asset Management, LLC More: the full row for GEM Asset Management, LLC 3,078 $1.79M 0.7% new 13F-HR Timeline SWMG, LLC More: the full row for SWMG, LLC 3,260 $1.79M 0.42% +740 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 3,301 $1.79M 0.78% 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 3,070 $1.78M 0.15% -21 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 3,065 $1.78M 0.74% -261 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 3,064 $1.78M 0.34% +323 13F-HR Timeline Financial Management Professionals, Inc. 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