IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 51,563 $973K 0.02% -8,935 13F-HR Timeline ISLAY CAPITAL MANAGEMENT, LLC More: the full row for ISLAY CAPITAL MANAGEMENT, LLC 51,124 $965K 0.45% 0 13F-HR Timeline BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 51,625 $958K 0.03% +3,875 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 50,096 $945K <0.01% -11,835 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 49,630 $937K 0.02% +6,915 13F-HR Timeline Enclave Advisors LLC More: the full row for Enclave Advisors LLC 49,472 $934K 0.12% new 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 45,048 $881K 0.52% 0 13F-HR Timeline Evanson Financial, LLC More: the full row for Evanson Financial, LLC 45,304 $855K 0.04% 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 45,452 $854K 0.12% +1,591 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 45,274 $854K +6,701 Timeline Lane Generational LLC More: the full row for Lane Generational LLC 44,334 $837K 0.73% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 43,970 $830K 0.11% 0 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 43,849 $827K 0.08% 0 13F-HR Timeline Heritage Wealth Management, Inc. More: the full row for Heritage Wealth Management, Inc. 43,660 $824K 0.21% -7,880 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 43,227 $816K 0.17% 0 13F-HR Timeline NOMURA HOLDINGS INC in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA HOLDINGS INC 42,342 $799K <0.01% new 13F-HR Timeline Group Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 42,240 $797K 0.31% +7,359 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 42,075 $794K 0.05% +17,610 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 41,386 $781K 0.07% +5,464 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 41,182 $777K 0.35% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 41,152 $777K 0.03% +1,855 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 39,256 $741K 0.01% -14,931 13F-HR Timeline VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 39,175 $739K 0.55% +10,469 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 38,987 $736K 0.4% -10,517 13F-HR Timeline Red Door Wealth Management, LLC More: the full row for Red Door Wealth Management, LLC 38,314 $723K 0.07% new 13F-HR Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 38,137 $720K 0.06% 0 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 38,019 $717K 0.15% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 37,970 $716K 0.02% +1,335 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 36,842 $695K 0.59% -190 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 36,668 $692K 0.13% -916 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,642 $691K <0.01% 0 13F-HR/A Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 36,413 $687K 0.15% -10,054 13F-HR Timeline Group Veracity Capital LLC More: the full row for Veracity Capital LLC 36,329 $686K 0.19% -220 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 36,075 $681K 0.06% -170 13F-HR Timeline Gateway Wealth Partners, LLC More: the full row for Gateway Wealth Partners, LLC 35,451 $669K 0.04% -33,699 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 35,417 $668K 0.09% +3,631 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 35,372 $667K 0.28% +188 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 34,785 $656K 0.03% +130 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 33,899 $640K 0.26% +110 13F-HR Timeline TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 33,925 $638K 0.07% 0 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 32,991 $623K 0.08% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 32,700 $617K 0.17% +7,300 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 32,333 $610K 0.01% -1,791 13F-HR Timeline Group TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 32,090 $606K 0.01% 0 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 31,825 $601K 0.22% 0 13F-HR Timeline Cornerstone Select Advisors, LLC More: the full row for Cornerstone Select Advisors, LLC 31,200 $589K 0.25% new 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 31,120 $587K 0.03% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 31,090 $587K 0.26% +439 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 30,000 $566K 0.2% 0 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 29,950 $565K 0.05% -11,967 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 29,709 $561K 0.04% 0 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 29,688 $560K 0.15% 0 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 29,588 $558K 0.01% +550 13F-HR Timeline Group 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 29,555 $558K 0.06% +12,172 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 29,408 $555K 0.22% +4,978 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 28,526 $538K 0.47% -8,402 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 27,826 $525K 0.11% 0 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 27,399 $517K 0.01% -834 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 27,320 $516K 0.11% -7,542 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,942 $490K 0.04% 0 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 25,750 $486K 0.23% 0 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,350 $478K 0.01% 0 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 25,007 $472K 0.02% new 13F-HR Timeline Scharf Investments, LLC More: the full row for Scharf Investments, LLC 25,000 $472K 0.02% new 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 24,739 $467K <0.01% new 13F-HR Timeline Group Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 24,669 $466K <0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 24,600 $464K 0.01% +10,250 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,425 $461K <0.01% -500 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 24,175 $456K 0.12% -8,410 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 24,000 $453K 0.01% 0 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 23,875 $451K 0.09% +1,395 13F-HR Timeline Man Group plc in group Man Group plc More: the full row for Man Group plc 23,771 $449K <0.01% new 13F-HR Timeline Group Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 23,606 $445K 0.1% 0 13F-HR Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 23,153 $437K 0.05% -1,317 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 22,585 $426K <0.01% +2,573 13F-HR/A Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 22,518 $425K <0.01% +3,609 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 22,390 $422K 0.06% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 22,272 $420K 0.04% -4,900 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,150 $418K 0.09% 0 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 21,974 $415K 0.09% -808 13F-HR Timeline UNIQUE WEALTH, LLC More: the full row for UNIQUE WEALTH, LLC 21,910 $413K 0.05% new 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 21,504 $406K 0.06% +248 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,101 $398K 0.03% 0 13F-HR Timeline Group CIBC Bancorp USA Inc. in group CIBC Bancorp USA Inc. More: the full row for CIBC Bancorp USA Inc. 21,060 $397K <0.01% 0 13F-HR Timeline Group Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 21,017 $397K 0.03% +9,934 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,872 $394K 0.05% +228 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,736 $391K 0.01% +41 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 20,624 $389K 0.06% +626 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 20,600 $389K 0.03% 0 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 20,257 $382K <0.01% -6,518 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,954 $377K 0.02% +621 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 20,175 $374K 0.02% +4,325 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 19,623 $370K 0.21% 0 13F-HR Timeline Mission Financial Group, LLC More: the full row for Mission Financial Group, LLC 19,518 $368K 0.31% 13F-HR Timeline UNITED CAPITAL FINANCIAL ADVISORS, LLC in group UNITED CAPITAL FINANCIAL ADVI… More: the full row for UNITED CAPITAL FINANCIAL ADVISORS, LLC 19,000 $359K <0.01% 0 13F-HR Timeline Group Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 17,941 $339K <0.01% +3,000 13F-HR Timeline Group &PARTNERS More: the full row for &PARTNERS 17,675 $338K <0.01% +100 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 17,732 $335K 0.01% -7,450 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 17,497 $330K <0.01% +3,722 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 17,405 $328K 0.01% +995 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 17,300 $326K 0.02% -1,500 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 16,240 $323K 0.01% 0 13F-HR Timeline Group Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 17,070 $322K 0.18% +100 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,822 $317K 0.03% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 16,737 $316K <0.01% +865 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 16,663 $314K 0.01% -1,710 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 16,144 $305K 0.02% new 13F-HR Timeline Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,100 $304K 0.03% 0 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16,000 $302K 0.19% 0 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,775 $298K 0.02% -46 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 15,723 $297K 0.02% -1,000 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 15,723 $297K 0.04% -1,000 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 15,654 $295K <0.01% -2,544 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 15,485 $292K 0.04% 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 15,491 $292K <0.01% +1,487 13F-HR Timeline Group Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 15,350 $290K 0.07% +350 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,342 $290K 0.02% 0 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,248 $288K 0.01% 0 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,225 $287K 0.03% -100 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,200 $287K <0.01% 0 13F-HR Timeline Group IFC Advisors LLC More: the full row for IFC Advisors LLC 15,019 $283K 0.04% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14,977 $283K <0.01% -5,480 13F-HR Timeline Heritage Trust Co More: the full row for Heritage Trust Co 14,799 $279K 0.02% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,738 $278K 0.02% 0 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 14,696 $277K 0.15% 0 13F-HR Timeline E&G Advisors, LLC More: the full row for E&G Advisors, LLC 14,500 $274K 0.05% 0 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 14,316 $270K 0.09% 0 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,384 $270K <0.01% 0 13F-HR Timeline Group Clarity Financial LLC More: the full row for Clarity Financial LLC 14,291 $270K 0.02% -1,257 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 14,061 $265K 0.06% +1,197 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 13,700 $259K 0.12% +1,000 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 13,643 $257K 0.01% -31,525 13F-HR Timeline Alpha Financial Partners LLC More: the full row for Alpha Financial Partners LLC 13,310 $251K 0.13% new 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 13,233 $250K 0.18% -5,933 13F-HR Timeline V. M. MANNING & CO., INC. More: the full row for V. M. MANNING & CO., INC. 13,153 $248K 0.21% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 13,151 $248K 0.05% 0 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 13,050 $246K <0.01% -3,422 13F-HR Timeline Krilogy Financial LLC More: the full row for Krilogy Financial LLC 13,040 $246K 0.01% +2,040 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 13,005 $245K 0.01% +6,805 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 13,000 $245K <0.01% +2,700 13F-HR Timeline Group Global View Capital Management LLC More: the full row for Global View Capital Management LLC 12,933 $244K 0.05% -2,579 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 12,775 $241K 0.06% -700 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 12,738 $240K 0.06% 0 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,485 $236K <0.01% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,000 $235K 0.22% 0 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,336 $233K 0.02% +171 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,318 $232K 0.01% 0 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,297 $232K 0.03% 0 13F-HR Timeline PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 12,295 $232K 0.03% +1,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,000 $226K 0.02% 0 13F-HR Timeline TCFG Investment Advisors, LLC in group TCFG Investment Advisors, LLC More: the full row for TCFG Investment Advisors, LLC 11,955 $226K 0.08% -320 13F-HR Timeline Group J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 11,930 $225K <0.01% new 13F-HR Timeline Group FULCRUM WEALTH ADVISORS, LLC More: the full row for FULCRUM WEALTH ADVISORS, LLC 11,916 $225K 0.17% -40,891 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 11,595 $219K 0.14% +1,637 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,506 $217K <0.01% +80 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,449 $216K <0.01% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 11,446 $216K 0.06% 0 13F-HR Timeline MISSION WEALTH MANAGEMENT, LP More: the full row for MISSION WEALTH MANAGEMENT, LP 11,401 $215K <0.01% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 11,950 $214K 0.03% +411 13F-HR Timeline SEAVIEW INVESTMENT MANAGERS LLC More: the full row for SEAVIEW INVESTMENT MANAGERS LLC 11,323 $214K 0.06% new 13F-HR Timeline LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 11,307 $213K 0.01% +1,309 13F-HR Timeline Group Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 11,300 $213K <0.01% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,200 $211K 0.05% 0 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 11,147 $210K 0.01% +1,629 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,125 $210K 0.03% 0 13F-HR Timeline Savant Capital, LLC in group Savant Capital, LLC More: the full row for Savant Capital, LLC 10,572 $207K <0.01% new 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 10,944 $207K <0.01% -3,577 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,844 $204K 0.07% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 10,601 $200K <0.01% +811 13F-HR/A Timeline Group Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 10,448 $197K 0.06% -741 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,010 $195K 0.1% 0 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 10,173 $192K 0.01% +180 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,101 $191K 0.04% +5 13F-HR Timeline Evelyn Partners Group Ltd in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Group Ltd 10,100 $191K <0.01% 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 10,000 $189K <0.01% -5,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,000 $189K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 9,140 $172K 0.04% new 13F-HR Timeline Group CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 7,685 $145K 0.05% -1,720 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 7,595 $143K 0.01% -4,100 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 7,144 $135K 0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 7,042 $133K 0.03% -4 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 6,495 $123K 0.01% new 13F-HR Timeline Gunpowder Capital Management, LLC dba O… More: the full row for Gunpowder Capital Management, LLC dba Oliver Wealth Management 6,056 $114K 0.08% 0 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 6,000 $113K 0.06% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 5,950 $112K 0.04% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 5,600 $106K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 5,451 $103K <0.01% 0 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 5,400 $102K 0.01% 0 13F-HR/A Timeline Community Financial Services Group, LLC More: the full row for Community Financial Services Group, LLC 5,325 $101K 0.01% 0 13F-HR Timeline Atlatl Advisers LLC More: the full row for Atlatl Advisers LLC 5,205 $98.2K 0.02% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 5,093 $96.1K <0.01% -2 13F-HR Timeline City State Bank More: the full row for City State Bank 5,000 $94.3K 0.02% 0 13F-HR Timeline PEOPLES FINANCIAL SERVICES CORP. 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