Abound Wealth Management More: the full row for Abound Wealth Management 8,315 $1.22M 0.28% -2,751 13F-HR Timeline Avondale Wealth Management More: the full row for Avondale Wealth Management 8,300 $1.21M 0.6% 0 13F-HR Timeline Old Peak Finance LLC More: the full row for Old Peak Finance LLC 8,294 $1.21M 0.71% -6 13F-HR Timeline CURA WEALTH ADVISORS, LLC More: the full row for CURA WEALTH ADVISORS, LLC 8,280 $1.21M 0.54% -1,907 13F-HR Timeline SLT Holdings LLC More: the full row for SLT Holdings LLC 8,274 $1.21M 0.85% -1,350 13F-HR Timeline JBR Co Financial Management Inc More: the full row for JBR Co Financial Management Inc 6,787 $1.21M 0.51% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 8,229 $1.2M 0.12% -10,753 13F-HR Timeline WADDELL & ASSOCIATES, LLC More: the full row for WADDELL & ASSOCIATES, LLC 8,223 $1.2M 0.07% +2,960 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 8,193 $1.2M 0.9% +2,526 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 8,192 $1.2M 0.25% +205 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 8,185 $1.2M 0.16% +410 13F-HR Timeline Gallagher Capital Advisors, LLC More: the full row for Gallagher Capital Advisors, LLC 8,179 $1.2M 0.81% -93 13F-HR Timeline Bradley & Co. Private Wealth Management… More: the full row for Bradley & Co. Private Wealth Management, LLC 8,148 $1.19M 0.63% +943 13F-HR Timeline Volterra Technologies LP More: the full row for Volterra Technologies LP 8,147 $1.19M 0.85% +7,301 13F-HR Timeline Proactive Wealth Strategies LLC More: the full row for Proactive Wealth Strategies LLC 8,130 $1.19M 0.22% +4,475 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 8,119 $1.19M 0.13% +6,141 13F-HR Timeline Tulsa Wealth Advisors, INC More: the full row for Tulsa Wealth Advisors, INC 8,110 $1.19M 0.21% -4,743 13F-HR Timeline NWM ADVISORS, LLC More: the full row for NWM ADVISORS, LLC 8,101 $1.19M 1.08% +1,681 13F-HR Timeline JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 8,099 $1.19M 0.1% 0 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 8,086 $1.18M 0.72% -496 13F-HR Timeline COGENT STRATEGIC WEALTH LLC More: the full row for COGENT STRATEGIC WEALTH LLC 8,013 $1.17M 1.2% -472 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 8,011 $1.17M 0.05% -50 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8,002 $1.17M 0.27% +1,426 13F-HR/A Timeline Hilltop Holdings Inc. in group Hilltop Holdings Inc. 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More: the full row for NCP Inc. 7,950 $1.16M 1.93% -31,309 13F-HR Timeline Shepherd Financial Partners LLC More: the full row for Shepherd Financial Partners LLC 7,889 $1.15M 0.11% -55 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 7,884 $1.15M 0.1% +1,528 13F-HR Timeline Sienna Gestion More: the full row for Sienna Gestion 8,323 $1.15M 0.08% 0 13F-HR Timeline INVESTMENT PARTNERS, LTD. More: the full row for INVESTMENT PARTNERS, LTD. 7,857 $1.15M 0.41% +1 13F-HR Timeline Safeguard Investment Advisory Group, LLC More: the full row for Safeguard Investment Advisory Group, LLC 7,856 $1.15M 0.32% -79 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,840 $1.15M 0.08% +1,461 13F-HR Timeline Group SHP Wealth Management More: the full row for SHP Wealth Management 7,830 $1.15M 0.09% +337 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 7,826 $1.14M 0.19% -29 13F-HR Timeline RB Capital Management, LLC More: the full row for RB Capital Management, LLC 7,822 $1.14M 0.24% +227 13F-HR Timeline FLOYD FINANCIAL GROUP LLC More: the full row for FLOYD FINANCIAL GROUP LLC 8,041 $1.14M 0.76% +277 13F-HR Timeline D'Orazio & Associates, Inc. More: the full row for D'Orazio & Associates, Inc. 7,806 $1.14M 0.15% +741 13F-HR Timeline INVICTUS PRIVATE WEALTH, LLC More: the full row for INVICTUS PRIVATE WEALTH, LLC 7,800 $1.14M 0.07% -1,845 13F-HR Timeline Revisor Wealth Management LLC More: the full row for Revisor Wealth Management LLC 7,757 $1.13M 0.31% +3,741 13F-HR Timeline Zullo Investment Group, Inc. More: the full row for Zullo Investment Group, Inc. 7,753 $1.13M 0.43% -1,053 13F-HR Timeline Gilbert & Cook, Inc. More: the full row for Gilbert & Cook, Inc. 7,735 $1.13M 0.15% +3,083 13F-HR Timeline Facet Wealth, Inc. 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More: the full row for Cyr Financial Inc. 7,689 $1.12M 0.66% +1,353 13F-HR Timeline Bell Bank More: the full row for Bell Bank 7,667 $1.12M 0.05% +21 13F-HR Timeline Core Wealth Partners LLC More: the full row for Core Wealth Partners LLC 7,665 $1.12M 0.52% +378 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 7,620 $1.11M 0.38% +10 13F-HR Timeline Coquina Private Wealth LLC More: the full row for Coquina Private Wealth LLC 7,584 $1.11M 0.89% -1,664 13F-HR Timeline RoundAngle Advisors LLC More: the full row for RoundAngle Advisors LLC 7,582 $1.11M 0.83% -1,328 13F-HR Timeline FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 7,578 $1.11M 0.1% -1,377 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 7,578 $1.11M 0.18% +87 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 7,569 $1.11M 0.44% -343 13F-HR/A Timeline OBSIDIAN CIO, LLC More: the full row for OBSIDIAN CIO, LLC 7,564 $1.11M 0.99% +1,225 13F-HR Timeline Candriam S.C.A. More: the full row for Candriam S.C.A. 7,560 $1.11M 0.01% +265 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 7,559 $1.11M 0.06% +1,363 13F-HR Timeline Fi3 FINANCIAL ADVISORS, LLC More: the full row for Fi3 FINANCIAL ADVISORS, LLC 7,528 $1.1M 0.32% +39 13F-HR Timeline Cane Capital Partners, LLC More: the full row for Cane Capital Partners, LLC 7,482 $1.09M 0.48% +3,093 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 7,469 $1.09M 0.2% +1,070 13F-HR Timeline LeConte Wealth Management, LLC More: the full row for LeConte Wealth Management, LLC 7,445 $1.09M 0.7% +194 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 7,442 $1.09M 0.03% -11,141 13F-HR Timeline Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 7,437 $1.09M 1.08% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 7,374 $1.08M 0.09% +1,016 13F-HR Timeline Rossmore Private Capital More: the full row for Rossmore Private Capital 7,356 $1.08M 0.09% +1,100 13F-HR Timeline WealthPLAN Partners, LLC More: the full row for WealthPLAN Partners, LLC 7,326 $1.07M 0.21% -8,504 13F-HR Timeline Legacy Wealth Asset Management, LLC More: the full row for Legacy Wealth Asset Management, LLC 7,301 $1.07M 0.26% +141 13F-HR Timeline Intrua Financial, LLC More: the full row for Intrua Financial, LLC 7,291 $1.07M 0.11% +401 13F-HR Timeline HOURGLASS CAPITAL, LLC More: the full row for HOURGLASS CAPITAL, LLC 7,250 $1.06M 0.22% new 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 7,250 $1.06M 0.2% 0 13F-HR Timeline BridgePort Financial Solutions, LLC More: the full row for BridgePort Financial Solutions, LLC 7,232 $1.06M 0.3% -606 13F-HR Timeline FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 7,220 $1.06M 0.25% -17,390 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 7,215 $1.06M 0.07% +71 13F-HR Timeline EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 7,207 $1.05M 0.36% +1,270 13F-HR Timeline CHASE INVESTMENT COUNSEL CORP More: the full row for CHASE INVESTMENT COUNSEL CORP 7,200 $1.05M 0.28% 0 13F-HR Timeline SAX WEALTH ADVISORS, LLC More: the full row for SAX WEALTH ADVISORS, LLC 5,920 $1.05M 0.05% -2,152 13F-HR Timeline Reliant Investment Partners, LLC More: the full row for Reliant Investment Partners, LLC 7,168 $1.05M 0.87% +106 13F-HR Timeline Abel Hall, LLC More: the full row for Abel Hall, LLC 7,162 $1.05M 0.22% +1,074 13F-HR Timeline Van Hulzen Asset Management, LLC More: the full row for Van Hulzen Asset Management, LLC 7,161 $1.05M 0.08% +1,589 13F-HR Timeline Cornerstone Wealth Group, LLC More: the full row for Cornerstone Wealth Group, LLC 7,175 $1.05M 0.07% +146 13F-HR Timeline Vantage Point Financial LLC More: the full row for Vantage Point Financial LLC 7,144 $1.05M 0.37% -101 13F-HR Timeline Taylor Financial Group, Inc. More: the full row for Taylor Financial Group, Inc. 7,137 $1.04M 0.63% +25 13F-HR Timeline CHILDRESS CAPITAL ADVISORS, LLC More: the full row for CHILDRESS CAPITAL ADVISORS, LLC 7,125 $1.04M 0.19% +107 13F-HR Timeline MONETARY MANAGEMENT GROUP INC More: the full row for MONETARY MANAGEMENT GROUP INC 7,120 $1.04M 0.25% +90 13F-HR Timeline Sagewood Asset Management LP More: the full row for Sagewood Asset Management LP 7,109 $1.04M 0.33% +554 13F-HR Timeline Greenline Wealth Management LLC More: the full row for Greenline Wealth Management LLC 7,101 $1.04M 1.2% +472 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 7,080 $1.04M 0.04% -893 13F-HR Timeline SHARPEPOINT LLC More: the full row for SHARPEPOINT LLC 7,065 $1.03M 0.62% +650 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 7,029 $1.03M 0.06% -3,273 13F-HR Timeline Cascade Financial Partners, LLC More: the full row for Cascade Financial Partners, LLC 7,019 $1.03M 0.11% +360 13F-HR Timeline BW Gestao de Investimentos Ltda. More: the full row for BW Gestao de Investimentos Ltda. 6,997 $1.02M 0.05% new 13F-HR Timeline Wealth High Governance Capital Ltda More: the full row for Wealth High Governance Capital Ltda 6,997 $1.02M 0.31% new 13F-HR Timeline First Dallas Securities Inc. More: the full row for First Dallas Securities Inc. 6,994 $1.02M 0.38% -1,584 13F-HR Timeline Allred Capital Management, LLC More: the full row for Allred Capital Management, LLC 6,994 $1.02M 0.37% +3,091 13F-HR Timeline Sun Financial Inc More: the full row for Sun Financial Inc 7,648 $1.02M 0.51% +438 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 6,955 $1.02M 0.3% -776 13F-HR Timeline Quintet Private Bank (Europe) S.A. More: the full row for Quintet Private Bank (Europe) S.A. 6,950 $1.02M 0.07% 0 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 6,920 $1.01M 0.03% +5,350 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6,913 $1.01M 0.57% +327 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 6,910 $1.01M 0.69% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Jackson Hole Capital Partners, LLC More: the full row for Jackson Hole Capital Partners, LLC 6,896 $1.01M 0.17% +230 13F-HR Timeline Graham Capital Management, L.P. More: the full row for Graham Capital Management, L.P. 6,886 $1.01M 0.03% +3,290 13F-HR Timeline BUFFALO BUSINESS & ESTATE SERVICES LTD More: the full row for BUFFALO BUSINESS & ESTATE SERVICES LTD 6,883 $1.01M 0.15% -79,159 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 6,881 $1.01M 0.24% -595 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 6,878 $1.01M 0.09% -168 13F-HR Timeline United Asset Strategies, Inc. More: the full row for United Asset Strategies, Inc. 6,878 $1.01M 0.08% -2,323 13F-HR Timeline Up Capital Management, Inc. More: the full row for Up Capital Management, Inc. 6,870 $1M 1.13% -50,904 13F-HR Timeline Redhawk Wealth Advisors, Inc. More: the full row for Redhawk Wealth Advisors, Inc. 6,850 $1M 0.11% +508 13F-HR Timeline Maridea Wealth Management LLC More: the full row for Maridea Wealth Management LLC 6,814 $997K 0.15% -462 13F-HR Timeline LITTLE HOUSE CAPITAL LLC More: the full row for LITTLE HOUSE CAPITAL LLC 6,803 $995K 0.26% new 13F-HR Timeline Arlington Capital Management, Inc. More: the full row for Arlington Capital Management, Inc. 6,802 $995K 0.56% 0 13F-HR Timeline FIRST FOUNDATION ADVISORS in group FIRST FOUNDATION ADVISORS More: the full row for FIRST FOUNDATION ADVISORS 6,799 $995K 0.04% +1,117 13F-HR Timeline Group MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 6,797 $994K 0.08% +223 13F-HR Timeline SCHNIEDERS CAPITAL MANAGEMENT, LLC. More: the full row for SCHNIEDERS CAPITAL MANAGEMENT, LLC. 6,791 $993K 0.16% +133 13F-HR Timeline HCR Wealth Advisors More: the full row for HCR Wealth Advisors 6,790 $993K 0.1% +2,892 13F-HR Timeline Alessandra Capital Management, LLC More: the full row for Alessandra Capital Management, LLC 6,763 $989K 0.84% +2,361 13F-HR Timeline Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 6,763 $989K 0.18% +1,563 13F-HR Timeline TRUST POINT INC. More: the full row for TRUST POINT INC. 6,762 $989K 0.09% +194 13F-HR Timeline Guardian Capital, LLC More: the full row for Guardian Capital, LLC 6,759 $989K 0.95% -4,082 13F-HR Timeline Equity Wealth Partners, LLC More: the full row for Equity Wealth Partners, LLC 6,715 $982K 0.63% -232 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 6,713 $982K 0.25% +956 13F-HR Timeline SMITH, MOORE & CO. More: the full row for SMITH, MOORE & CO. 6,705 $981K 0.07% -1,334 13F-HR Timeline Next Level Wealth Planning, LLC More: the full row for Next Level Wealth Planning, LLC 6,696 $979K 0.5% +343 13F-HR Timeline MOODY LYNN LIEBERSON & WALKER, LLC More: the full row for MOODY LYNN LIEBERSON & WALKER, LLC 6,691 $979K 0.05% +423 13F-HR Timeline Cypress Wealth Services, LLC More: the full row for Cypress Wealth Services, LLC 6,689 $978K 0.14% -84 13F-HR Timeline Expressive Wealth LLC More: the full row for Expressive Wealth LLC 7,286 $975K 0.93% -125 13F-HR Timeline Capital Planning Advisors, LLC More: the full row for Capital Planning Advisors, LLC 6,649 $973K 0.14% -30 13F-HR Timeline White Knight Strategic Wealth Advisors,… More: the full row for White Knight Strategic Wealth Advisors, LLC 6,649 $973K 0.82% +102 13F-HR Timeline Polymer Capital Management (HK) LTD More: the full row for Polymer Capital Management (HK) LTD 6,633 $970K 0.14% new 13F-HR Timeline Willis Johnson & Associates, Inc. More: the full row for Willis Johnson & Associates, Inc. 6,612 $967K 0.06% +317 13F-HR Timeline Trek Financial, LLC More: the full row for Trek Financial, LLC 6,608 $967K 0.05% -39,111 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 6,600 $965K 0.19% +200 13F-HR Timeline PLIMOTH TRUST CO LLC More: the full row for PLIMOTH TRUST CO LLC 6,582 $963K 0.22% +2,873 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 6,576 $962K 0.21% +3,835 13F-HR Timeline Heck Capital Advisors, LLC More: the full row for Heck Capital Advisors, LLC 6,575 $962K 0.07% new 13F-HR Timeline Revolve Wealth Partners, LLC More: the full row for Revolve Wealth Partners, LLC 6,547 $958K 0.12% -131 13F-HR Timeline Mosley Wealth Management More: the full row for Mosley Wealth Management 5,246 $957K 0.43% -177 13F-HR Timeline West Family Investments, Inc. 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More: the full row for Dana Investment Advisors, Inc. 6,376 $933K 0.03% +5,208 13F-HR Timeline Addison Capital Co More: the full row for Addison Capital Co 6,344 $928K 0.17% -160 13F-HR Timeline Leo Wealth, LLC More: the full row for Leo Wealth, LLC 6,315 $924K 0.07% -300 13F-HR Timeline Fortis Capital Management LLC More: the full row for Fortis Capital Management LLC 6,311 $923K 0.12% -2,637 13F-HR Timeline NORTHEAST INVESTMENT MANAGEMENT More: the full row for NORTHEAST INVESTMENT MANAGEMENT 6,302 $922K 0.04% +1,040 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 6,280 $920K 0.59% +452 13F-HR Timeline Western Financial Corp/CA More: the full row for Western Financial Corp/CA 6,259 $916K 0.36% -26,076 13F-HR Timeline Hennion & Walsh Asset Management, Inc. More: the full row for Hennion & Walsh Asset Management, Inc. 6,258 $915K 0.03% +1,087 13F-HR Timeline V2 Financial group LLC More: the full row for V2 Financial group LLC 6,237 $912K 0.42% +493 13F-HR Timeline Foster Victor Wealth Advisors, LLC More: the full row for Foster Victor Wealth Advisors, LLC 6,722 $912K 0.05% +1,289 13F-HR Timeline CX Institutional More: the full row for CX Institutional 6,232 $912K 0.03% +1,689 13F-HR Timeline Yoder Wealth Management, Inc. 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More: the full row for Midwest Professional Planners, LTD. 6,155 $900K 0.21% -5,235 13F-HR Timeline Park Edge Advisors, LLC More: the full row for Park Edge Advisors, LLC 6,140 $898K 0.21% +3,242 13F-HR Timeline GDS Wealth Management More: the full row for GDS Wealth Management 6,138 $898K 0.05% new 13F-HR Timeline Capital Management Associates, Inc More: the full row for Capital Management Associates, Inc 6,129 $897K 0.2% -102 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 6,117 $895K 0.44% 0 13F-HR Timeline OPAL CAPITAL LLC More: the full row for OPAL CAPITAL LLC 6,105 $893K 0.16% +399 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 6,068 $888K 0.03% -2,502 13F-HR Timeline Keudell/Morrison Wealth Management More: the full row for Keudell/Morrison Wealth Management 6,065 $887K 0.18% +176 13F-HR Timeline Glenview Trust Co More: the full row for Glenview Trust Co 6,059 $886K 0.01% +1,177 13F-HR Timeline JB Capital LLC More: the full row for JB Capital LLC 6,048 $885K 0.04% -352 13F-HR Timeline Titan Investment Management LLC More: the full row for Titan Investment Management LLC 6,009 $879K 0.78% -5,144 13F-HR Timeline AGH Wealth Advisors, LLC More: the full row for AGH Wealth Advisors, LLC 6,003 $878K 0.65% +1,613 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 6,003 $878K 0.09% +1,261 13F-HR Timeline Grace & Mercy Foundation, Inc. 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