Insight Wealth Strategies, LLC More: the full row for Insight Wealth Strategies, LLC 4,279 $216K 0.02% -1,843 13F-HR Timeline NEW WAVE WEALTH ADVISORS LLC More: the full row for NEW WAVE WEALTH ADVISORS LLC 4,138 $210K 0.06% new 13F-HR/A Timeline MOULTON WEALTH MANAGEMENT, INC More: the full row for MOULTON WEALTH MANAGEMENT, INC 4,125 $208K 0.14% new 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 4,111 $208K 0.01% new 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 4,081 $206K <0.01% -147 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 4,076 $206K <0.01% +512 13F-HR Timeline Group Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 4,031 $204K 0.02% -405 13F-HR Timeline Hobbs Group Advisors, LLC More: the full row for Hobbs Group Advisors, LLC 4,010 $202K 0.05% -2,359 13F-HR Timeline Sepio Capital, LP More: the full row for Sepio Capital, LP 3,993 $202K 0.01% -12,590 13F-HR Timeline Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 3,985 $201K 0.08% new 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 3,985 $201K 0.08% -7,996 13F-HR Timeline WOODWARD DIVERSIFIED CAPITAL, LLC More: the full row for WOODWARD DIVERSIFIED CAPITAL, LLC 3,968 $200K 0.09% new 13F-HR Timeline CLG LLC More: the full row for CLG LLC 3,964 $200K 0.04% new 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 3,934 $199K 0.09% new 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 3,791 $191K 0.09% +284 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 3,678 $186K 0.19% +650 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 3,645 $184K 0.03% +2,155 13F-HR Timeline Allied Private Wealth LLC More: the full row for Allied Private Wealth LLC 3,462 $175K 0.11% 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,270 $165K <0.01% -992 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 3,250 $164K 0.12% 0 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 3,000 $152K 0.1% new 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 2,962 $150K 0.03% new 13F-HR Timeline HighMark Wealth Management LLC More: the full row for HighMark Wealth Management LLC 2,900 $146K 0.05% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 2,724 $138K 1.21% -241 13F-HR Timeline Ninety One UK Ltd More: the full row for Ninety One UK Ltd 2,691 $136K <0.01% 0 13F-HR Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 2,461 $124K 0.09% -1,262 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 2,346 $118K 0.02% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 2,200 $111K 0.02% 0 13F-HR/A Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,156 $109K 0.02% -4,498 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 2,032 $103K 0.03% -1,455 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 1,785 $90.1K <0.01% -649 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 1,559 $78.7K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,438 $72.6K 0.01% 0 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 1,262 $63.7K <0.01% 0 13F-HR Timeline Group FWL INVESTMENT MANAGEMENT, LLC More: the full row for FWL INVESTMENT MANAGEMENT, LLC 1,254 $63.3K 0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 1,239 $62.6K <0.01% +14 13F-HR Timeline Lloyd Advisory Services, LLC. More: the full row for Lloyd Advisory Services, LLC. 1,212 $61.2K 0.02% +1,117 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 1,181 $59.6K 0.03% new 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 1,156 $58.4K 0.02% -159 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,114 $56.2K <0.01% 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 1,100 $55.5K <0.01% 0 13F-HR Timeline Key Capital Management, INC More: the full row for Key Capital Management, INC 1,021 $51.5K 0.03% +530 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 974 $49.2K 0.02% -476 13F-HR Timeline Quest 10 Wealth Builders, Inc. More: the full row for Quest 10 Wealth Builders, Inc. 925 $46.7K 0.04% -138 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 900 $45.4K 0.01% 0 13F-HR Timeline Global Trust Asset Management, LLC More: the full row for Global Trust Asset Management, LLC 892 $45K 0.01% 0 13F-HR Timeline GABLES CAPITAL MANAGEMENT INC. More: the full row for GABLES CAPITAL MANAGEMENT INC. 778 $39.3K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 754 $38.1K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARCLAYS PLC in group BARCLAYS PLC More: the full row for BARCLAYS PLC 740 $37.4K <0.01% +240 13F-HR Timeline Group Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 735 $37.1K 0.02% -4,526 13F-HR Timeline Montgomery Financial Services LLC More: the full row for Montgomery Financial Services LLC 681 $34.4K 0.03% 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 555 $28K 0.01% -104 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 547 $27.7K <0.01% -1,375 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 522 $26.4K 0.02% +1 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 501 $25.3K 0.01% 0 13F-HR Timeline Advocate Investing Services LLC More: the full row for Advocate Investing Services LLC 500 $25.2K 0.02% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 400 $20.2K <0.01% new 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 400 $20.2K 0.01% new 13F-HR Timeline Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 400 $20.2K 0.01% 0 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 355 $17.9K 0.01% new 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 340 $17.2K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 316 $16K <0.01% new 13F-HR Timeline EVOLUTION WEALTH MANAGEMENT INC. More: the full row for EVOLUTION WEALTH MANAGEMENT INC. 316 $16K 0.01% +78 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 296 $14.9K <0.01% new 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 294 $14.8K <0.01% 0 13F-HR Timeline KERR FINANCIAL PLANNING Corp More: the full row for KERR FINANCIAL PLANNING Corp 283 $14.3K 0.02% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 258 $13K <0.01% -49 13F-HR Timeline Holos Integrated Wealth LLC More: the full row for Holos Integrated Wealth LLC 250 $12.6K 0.01% -719 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 229 $11.6K 0.01% new 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 222 $11.2K <0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 215 $11K <0.01% new 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 209 $10.6K 0.01% 0 13F-HR Timeline Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 197 $9.95K <0.01% 0 13F-HR Timeline TOUNJIAN ADVISORY PARTNERS, LLC More: the full row for TOUNJIAN ADVISORY PARTNERS, LLC 187 $9.44K <0.01% -29,003 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 181 $9.14K <0.01% new 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 175 $8.82K <0.01% +2 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 138 $7K <0.01% new 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 118 $5.97K <0.01% -392 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 110 $5.55K <0.01% new 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 100 $5.05K <0.01% -150 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 100 $5K <0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 95 $4.8K <0.01% 0 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 91 $4.59K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 88 $4.44K <0.01% -8 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 93 $4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 84 $4K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 68 $3.43K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 67 $3.38K <0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 64 $3.23K <0.01% +48 13F-HR Timeline Group Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 59 $2.98K <0.01% new 13F-HR Timeline Nova Wealth Management, Inc. More: the full row for Nova Wealth Management, Inc. 58 $2.93K <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 51 $2.58K <0.01% +1 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 41 $2.07K <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 39 $1.97K <0.01% 0 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $1.11K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 13 $661 <0.01% new 13F-HR Timeline Networth Advisors, LLC More: the full row for Networth Advisors, LLC 9 $454 <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 8 $404 <0.01% 0 13F-HR Timeline DEUTSCHE BANK AG\ in group DEUTSCHE BANK AG\ More: the full row for DEUTSCHE BANK AG\ 1 $50 <0.01% 0 13F-HR Timeline Group