AXS Investments LLC More: the full row for AXS Investments LLC 778 $45K 0.01% -74 13F-HR Timeline Morton Brown Family Wealth, LLC More: the full row for Morton Brown Family Wealth, LLC 764 $44.2K 0.01% 0 13F-HR Timeline Tower View Wealth Management LLC More: the full row for Tower View Wealth Management LLC 763 $44.2K 0.02% +6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 710 $44.1K 0.01% -444 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 756 $43.7K 0.03% 13F-HR Timeline ASR Vermogensbeheer N.V. 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More: the full row for Global X Japan Co., Ltd. 345 $20K <0.01% -5 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 345 $20K 0.01% 0 13F-HR Timeline HAGER INVESTMENT MANAGEMENT SERVICES, L… More: the full row for HAGER INVESTMENT MANAGEMENT SERVICES, LLC 340 $19.7K 0.01% 0 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 336 $19.5K 0.01% -184 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 330 $19.1K <0.01% +5 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 328 $19K <0.01% 0 13F-HR Timeline SECURITY NATIONAL BANK OF SIOUX CITY IO… More: the full row for SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 320 $18.5K 0.01% new 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 317 $18.3K 0.01% +3 13F-HR Timeline Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 310 $17.9K 0.01% -90 13F-HR Timeline Spectrum Wealth Advisory Group, LLC More: the full row for Spectrum Wealth Advisory Group, LLC 308 $17.8K 0.01% new 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 308 $17.8K 0.01% -8 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 304 $17.6K <0.01% +1 13F-HR Timeline WELLINGTON-ALTUS USA INC. More: the full row for WELLINGTON-ALTUS USA INC. 304 $17.5K 0.01% 0 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 302 $17.5K <0.01% -11 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 301 $17.4K <0.01% +131 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 300 $17.4K <0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 300 $17.4K <0.01% 0 13F-HR Timeline Godfrey Financial Associates, Inc. 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More: the full row for SJS Investment Consulting Inc. 280 $16.2K <0.01% +121 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 278 $16.1K <0.01% 0 13F-HR Timeline Strategic Wealth Advisors LLC More: the full row for Strategic Wealth Advisors LLC 298 $16K 0.01% 0 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 280 $16K 0.01% +7 13F-HR Timeline PAYDEN & RYGEL More: the full row for PAYDEN & RYGEL 270 $16K <0.01% 0 13F-HR Timeline Guardian Partners Inc. in group GUARDIAN CAPITAL LP More: the full row for Guardian Partners Inc. 275 $15.9K <0.01% new 13F-HR Timeline Group Essential Investment Partners LLC More: the full row for Essential Investment Partners LLC 275 $15.9K 0.01% -300 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 274 $15.8K <0.01% 0 13F-HR Timeline SYNTAX RESEARCH, INC. 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More: the full row for SOUTH PLAINS FINANCIAL, INC. 240 $13.9K 0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 237 $13.7K <0.01% +40 13F-HR Timeline CrossGen Wealth, LLC More: the full row for CrossGen Wealth, LLC 234 $13.5K 0.01% 0 13F-HR Timeline Providence Capital Advisors, LLC More: the full row for Providence Capital Advisors, LLC 233 $13.5K <0.01% new 13F-HR Timeline SECURITY NATIONAL BANK OF SO DAK More: the full row for SECURITY NATIONAL BANK OF SO DAK 230 $13.3K 0.01% new 13F-HR Timeline PIN OAK INVESTMENT ADVISORS INC More: the full row for PIN OAK INVESTMENT ADVISORS INC 219 $13K 0.01% 0 13F-HR/A Timeline Richard W. Paul & Associates, LLC More: the full row for Richard W. Paul & Associates, LLC 222 $12.8K <0.01% +1 13F-HR Timeline Union Bancaire Privee, UBP SA More: the full row for Union Bancaire Privee, UBP SA 242 $12.7K <0.01% -9,843 13F-HR Timeline Financial Life Planners More: the full row for Financial Life Planners 215 $12.5K 0.01% +1 13F-HR Timeline RHL GROUP, LLC More: the full row for RHL GROUP, LLC 211 $12.2K 0.01% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 210 $12.1K 0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 214 $12K <0.01% +69 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 207 $12K <0.01% 0 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 207 $12K <0.01% -667 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 206 $11.9K <0.01% 0 13F-HR Timeline Group CHAPMAN FINANCIAL GROUP, LLC More: the full row for CHAPMAN FINANCIAL GROUP, LLC 200 $11.6K 0.01% 0 13F-HR Timeline CDKV HOLDINGS LLC More: the full row for CDKV HOLDINGS LLC 200 $11.6K 0.01% 0 13F-HR Timeline Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 198 $11.5K <0.01% 0 13F-HR Timeline RMG Wealth Management LLC More: the full row for RMG Wealth Management LLC 181 $11.3K <0.01% new 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 193 $11.2K <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 186 $10.8K <0.01% +71 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 179 $10.4K <0.01% 0 13F-HR Timeline Brown Shipley& Co Ltd More: the full row for Brown Shipley& Co Ltd 178 $10.3K 0.01% -149 13F-HR Timeline Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 176 $10.2K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 174 $10.2K <0.01% +146 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 184 $10K 0.01% +27 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 172 $9.95K <0.01% -1,396 13F-HR Timeline Sankala Group LLC More: the full row for Sankala Group LLC 158 $9.95K 0.01% +6 13F-HR Timeline Catherine Avery Investment Management L… More: the full row for Catherine Avery Investment Management LLC 172 $9.94K <0.01% +2 13F-HR Timeline Comprehensive Financial Planning, Inc./… More: the full row for Comprehensive Financial Planning, Inc./PA 169 $9.78K 0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 168 $9.72K 0.02% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 166 $9.6K 0.01% 0 13F-HR Timeline Nalls Sherbakoff Group, LLC More: the full row for Nalls Sherbakoff Group, LLC 152 $8.79K 0.01% 0 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 147 $8.51K 0.01% -10 13F-HR Timeline ATWOOD & PALMER INC More: the full row for ATWOOD & PALMER INC 145 $8.39K <0.01% 0 13F-HR Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 137 $8.34K <0.01% 0 13F-HR Timeline Napier Financial, LLC More: the full row for Napier Financial, LLC 141 $8.18K <0.01% +1 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 139 $8.04K <0.01% -17 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 138 $7.98K <0.01% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 138 $7.98K <0.01% +60 13F-HR Timeline Atomic Invest LLC More: the full row for Atomic Invest LLC 132 $7.93K <0.01% +58 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 137 $7.92K <0.01% 0 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 134 $7.75K <0.01% +2 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 134 $7.75K <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 125 $7.23K <0.01% -42 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 124 $7.17K <0.01% +29 13F-HR Timeline 1248 Management, LLC More: the full row for 1248 Management, LLC 122 $7.12K <0.01% 0 13F-HR Timeline BARD ASSOCIATES INC More: the full row for BARD ASSOCIATES INC 122 $7.06K <0.01% +74 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 122 $7.06K <0.01% new 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 121 $7.02K <0.01% -20 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 119 $6.86K <0.01% +8 13F-HR Timeline Breakwater Investment Management More: the full row for Breakwater Investment Management 117 $6.77K <0.01% +12 13F-HR Timeline Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 111 $6.75K <0.01% new 13F-HR Timeline Prudent Man Investment Management, Inc. 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