MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 49,504 $1.21M 0.77% +48,365 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 48,948 $1.19M 0.03% +3,710 13F-HR Timeline CANTOR FITZGERALD, L. P. in group CANTOR FITZGERALD, L. P. More: the full row for CANTOR FITZGERALD, L. P. 48,036 $1.17M 0.04% new 13F-HR Timeline Group BCV Asset Management Inc. More: the full row for BCV Asset Management Inc. 47,750 $1.16M 0.04% new 13F-HR Timeline Wakefield Asset Management LLLP in group Wakefield Asset Management LL… More: the full row for Wakefield Asset Management LLLP 46,467 $1.13M 0.3% -47,718 13F-HR Timeline Group Evanson Asset Management, LLC More: the full row for Evanson Asset Management, LLC 45,304 $1.1M 0.06% -4,996 13F-HR Timeline TRB Wealth Management, LLC More: the full row for TRB Wealth Management, LLC 45,194 $1.1M 0.16% 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 45,168 $1.1M 0.05% -13,375 13F-HR Timeline Providence Wealth Advisors, LLC More: the full row for Providence Wealth Advisors, LLC 45,048 $1.1M 0.7% +6,485 13F-HR Timeline Walser Wealth Management Company, A Ltd… More: the full row for Walser Wealth Management Company, A Ltd Liability Co 44,377 $1.08M 0.49% +5,295 13F-HR Timeline Lane Generational LLC More: the full row for Lane Generational LLC 44,334 $1.08M 0.86% 0 13F-HR Timeline Ironwood Investment Counsel, LLC More: the full row for Ironwood Investment Counsel, LLC 43,970 $1.07M 0.15% 0 13F-HR Timeline Destiny Wealth Partners, LLC More: the full row for Destiny Wealth Partners, LLC 43,861 $1.07M 0.12% +14,571 13F-HR Timeline STANSBERRY ASSET MANAGEMENT, LLC More: the full row for STANSBERRY ASSET MANAGEMENT, LLC 43,849 $1.07M 0.11% -500 13F-HR Timeline BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 43,227 $1.05M 0.26% +3,795 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 42,715 $1.04M 0.02% -21,187 13F-HR/A Timeline StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 42,604 $1.04M 0.06% +2,382 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 41,917 $1.02M 0.12% -23,182 13F-HR Timeline Exit Wealth Advisors, LLC. More: the full row for Exit Wealth Advisors, LLC. 41,182 $1M 0.52% -81,512 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 39,297 $958K 0.04% +11,960 13F-HR Timeline Apollon Wealth Management, LLC group of 2 filers holding More: the full row for Apollon Wealth Management, LLC 38,573 $941K -91,227 Timeline Black Diamond Financial, LLC More: the full row for Black Diamond Financial, LLC 38,137 $930K 0.1% new 13F-HR Timeline VAN DEN BERG MANAGEMENT I, INC More: the full row for VAN DEN BERG MANAGEMENT I, INC 38,019 $927K 0.21% +200 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 37,584 $917K 0.2% +900 13F-HR Timeline TrustWell Financial Advisors, LLC More: the full row for TrustWell Financial Advisors, LLC 37,032 $903K 0.85% -53,474 13F-HR Timeline SURIENCE PRIVATE WEALTH LLC More: the full row for SURIENCE PRIVATE WEALTH LLC 36,928 $901K 0.97% +22,665 13F-HR Timeline Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 36,642 $894K 0.01% +366 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 36,635 $894K 0.03% +12,173 13F-HR Timeline Veracity Capital LLC More: the full row for Veracity Capital LLC 36,549 $891K 0.32% -477 13F-HR Timeline NORTHEAST PLANNING ASSOCIATES, INC. / N… More: the full row for NORTHEAST PLANNING ASSOCIATES, INC. / NH / 36,452 $889K 0.6% 0 13F-HR Timeline BEACON FINANCIAL GROUP More: the full row for BEACON FINANCIAL GROUP 36,245 $884K 0.09% +750 13F-HR Timeline Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 35,922 $876K 0.09% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 35,839 $874K 0.02% -17,638 13F-HR Timeline ADE, LLC More: the full row for ADE, LLC 35,184 $858K 0.41% +1,707 13F-HR Timeline Kiker Wealth Management, LLC More: the full row for Kiker Wealth Management, LLC 34,881 $851K 0.41% new 13F-HR Timeline CAPITAL CITY TRUST CO/FL More: the full row for CAPITAL CITY TRUST CO/FL 34,862 $850K 0.19% 0 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 34,655 $849K 0.05% -4,017 13F-HR/A Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 34,124 $832K 0.01% -4,751 13F-HR Timeline Group TOTAL INVESTMENT MANAGEMENT INC More: the full row for TOTAL INVESTMENT MANAGEMENT INC 33,925 $827K 0.1% -300 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 33,900 $827K 0.02% +3,993 13F-HR Timeline Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 33,789 $824K 0.38% -680 13F-HR Timeline MATAURO, LLC More: the full row for MATAURO, LLC 32,991 $805K 0.12% -1,062 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 32,712 $798K 0.06% -22,967 13F-HR Timeline PRIVATE CLIENT SERVICES, LLC More: the full row for PRIVATE CLIENT SERVICES, LLC 32,585 $795K 0.24% -155 13F-HR Timeline Ignite Planners, LLC More: the full row for Ignite Planners, LLC 31,786 $790K 0.12% +10,136 13F-HR Timeline TOCQUEVILLE ASSET MANAGEMENT L.P. in group TOCQUEVILLE ASSET MANAGEMENT … More: the full row for TOCQUEVILLE ASSET MANAGEMENT L.P. 32,090 $783K 0.01% +90 13F-HR Timeline Group Carnegie Lake Advisors LLC More: the full row for Carnegie Lake Advisors LLC 31,825 $776K 0.31% -30,925 13F-HR Timeline JOURNEY STRATEGIC WEALTH LLC More: the full row for JOURNEY STRATEGIC WEALTH LLC 31,387 $766K 0.02% 0 13F-HR Timeline FOSTER DYKEMA CABOT & PARTNERS, LLC More: the full row for FOSTER DYKEMA CABOT & PARTNERS, LLC 31,120 $759K 0.05% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 30,651 $748K 0.38% -6,085 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 30,109 $734K 0.16% new 13F-HR Timeline INVESTORS ASSET MANAGEMENT OF GEORGIA I… More: the full row for INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 30,000 $732K 0.3% 0 13F-HR Timeline Elequin Capital, LP More: the full row for Elequin Capital, LP 30,000 $732K 0.07% new 13F-HR Timeline MAINSTAY CAPITAL MANAGEMENT LLC /ADV More: the full row for MAINSTAY CAPITAL MANAGEMENT LLC /ADV 29,709 $725K 0.06% +12,582 13F-HR Timeline O'Brien Greene & Co. Inc More: the full row for O'Brien Greene & Co. Inc 29,688 $724K 0.2% -4,000 13F-HR Timeline STEPHENS INC /AR/ in group Stephens Investment Managemen… More: the full row for STEPHENS INC /AR/ 29,038 $708K 0.01% +1,735 13F-HR Timeline Group VanWeelden Wealth Management, LLC More: the full row for VanWeelden Wealth Management, LLC 28,706 $700K 0.56% +2,332 13F-HR Timeline WEDBUSH SECURITIES INC More: the full row for WEDBUSH SECURITIES INC 28,233 $689K 0.02% +3,684 13F-HR Timeline Outlook Wealth Advisors, LLC More: the full row for Outlook Wealth Advisors, LLC 27,826 $679K 0.16% 0 13F-HR Timeline Waratah Capital Advisors Ltd. More: the full row for Waratah Capital Advisors Ltd. 27,777 $677K 0.06% 0 13F-HR Timeline Nadler Financial Group, Inc. More: the full row for Nadler Financial Group, Inc. 27,172 $663K 0.06% +3,551 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 26,775 $653K 0.01% +16,850 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 26,587 $648K 0.04% +5,057 13F-HR Timeline WOLVERINE ASSET MANAGEMENT LLC in group WOLVERINE ASSET MANAGEMENT LLC More: the full row for WOLVERINE ASSET MANAGEMENT LLC 26,421 $644K 0.01% -15,781 13F-HR Timeline Group Oxbow Advisors, LLC More: the full row for Oxbow Advisors, LLC 26,298 $641K 0.05% -10,315 13F-HR Timeline SlateStone Wealth, LLC More: the full row for SlateStone Wealth, LLC 25,942 $633K 0.05% -19,058 13F-HR Timeline Insight Inv LLC More: the full row for Insight Inv LLC 25,750 $628K 0.34% 0 13F-HR Timeline BAROMETER CAPITAL MANAGEMENT INC. More: the full row for BAROMETER CAPITAL MANAGEMENT INC. 25,400 $620K 0.21% new 13F-HR Timeline Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 25,350 $618K 0.01% 0 13F-HR Timeline Badgley Phelps Wealth Managers, LLC More: the full row for Badgley Phelps Wealth Managers, LLC 25,182 $614K 0.01% 0 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 24,925 $608K <0.01% -5,267 13F-HR Timeline Valmark Advisers, Inc. More: the full row for Valmark Advisers, Inc. 24,669 $602K 0.01% +9,577 13F-HR Timeline TCFG Investment Advisors, LLC group of 2 filers holding More: the full row for TCFG Investment Advisors, LLC 24,550 $599K -46,325 Timeline LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 24,470 $597K 0.08% 13F-HR Timeline Perennial Investment Advisors, LLC More: the full row for Perennial Investment Advisors, LLC 24,465 $597K 0.05% new 13F-HR Timeline Hiley Hunt Wealth Management More: the full row for Hiley Hunt Wealth Management 24,430 $596K 0.26% new 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 24,000 $585K 0.02% 0 13F-HR Timeline Quadrant Private Wealth Management, LLC More: the full row for Quadrant Private Wealth Management, LLC 23,606 $576K 0.09% +2,706 13F-HR Timeline Virginia Estate & Retirement Planning A… More: the full row for Virginia Estate & Retirement Planning Advisors Inc. 16,610 $567K 0.99% 13F-HR Timeline Westmount Partners, LLC More: the full row for Westmount Partners, LLC 22,866 $558K 0.14% new 13F-HR Timeline Nikulski Financial, Inc. More: the full row for Nikulski Financial, Inc. 22,782 $556K 0.14% new 13F-HR Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 22,480 $548K 0.12% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 22,390 $546K 0.09% 0 13F-HR Timeline Bill Few Associates, Inc. More: the full row for Bill Few Associates, Inc. 22,150 $540K 0.13% 0 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 21,999 $537K +20,938 Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 21,910 $534K <0.01% +17,580 13F-HR Timeline Pacific Wealth Management More: the full row for Pacific Wealth Management 21,843 $533K 0.29% +6,809 13F-HR Timeline Empirical Financial Services, LLC d.b.a… More: the full row for Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 21,380 $521K 0.01% +8,100 13F-HR Timeline Mountain Capital Investment Advisors In… More: the full row for Mountain Capital Investment Advisors Inc. 21,256 $518K 0.08% +2,338 13F-HR Timeline Arlington Trust Co LLC in group Arlington Trust Co LLC More: the full row for Arlington Trust Co LLC 21,101 $515K 0.05% 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 $514K <0.01% 13F-HR Timeline Group FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 20,695 $505K 0.02% +3,255 13F-HR Timeline NORTHWEST WEALTH MANAGEMENT, LLC More: the full row for NORTHWEST WEALTH MANAGEMENT, LLC 20,644 $504K 0.08% 0 13F-HR Timeline ARS Wealth Advisors Group, LLC More: the full row for ARS Wealth Advisors Group, LLC 20,600 $502K 0.04% -1,000 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 20,457 $499K <0.01% +3,875 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 $488K <0.01% 0 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 20,012 $488K <0.01% -7,060 13F-HR Timeline Delta Investment Management, LLC More: the full row for Delta Investment Management, LLC 19,998 $488K 0.09% +9,534 13F-HR Timeline Melia Wealth LLC More: the full row for Melia Wealth LLC 19,623 $479K 0.23% 0 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 19,333 $472K 0.03% +160 13F-HR Timeline WORLD EQUITY GROUP, INC. More: the full row for WORLD EQUITY GROUP, INC. 19,203 $468K 0.12% -2,734 13F-HR Timeline Total Wealth Planning & Management, Inc. More: the full row for Total Wealth Planning & Management, Inc. 19,166 $467K 0.37% +306 13F-HR Timeline NATIONS FINANCIAL GROUP INC, /IA/ /ADV More: the full row for NATIONS FINANCIAL GROUP INC, /IA/ /ADV 18,800 $459K 0.02% -5,050 13F-HR Timeline Focus Financial Network, Inc. More: the full row for Focus Financial Network, Inc. 18,373 $448K 0.02% -999 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 18,909 $447K 0.01% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 18,198 $444K <0.01% -2,283 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 17,575 $429K <0.01% -12,124 13F-HR Timeline 180 WEALTH ADVISORS, LLC More: the full row for 180 WEALTH ADVISORS, LLC 17,383 $424K 0.05% +3,133 13F-HR Timeline JT Stratford LLC More: the full row for JT Stratford LLC 16,822 $410K 0.05% new 13F-HR Timeline LEVIN CAPITAL STRATEGIES, L.P. More: the full row for LEVIN CAPITAL STRATEGIES, L.P. 16,723 $408K 0.03% -5,197 13F-HR Timeline MGO ONE SEVEN LLC More: the full row for MGO ONE SEVEN LLC 16,472 $402K 0.01% +950 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 16,410 $400K 0.01% -304 13F-HR Timeline Meixler Investment Management, Ltd. More: the full row for Meixler Investment Management, Ltd. 16,970 $400K 0.22% -8,005 13F-HR Timeline Permanent Capital Management, LP More: the full row for Permanent Capital Management, LP 16,723 $399K 0.06% -5,197 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 16,240 $397K 0.01% new 13F-HR Timeline Group Caliber Wealth Management, LLC / KS More: the full row for Caliber Wealth Management, LLC / KS 16,100 $393K 0.04% -3,900 13F-HR Timeline Mendota Financial Group, LLC More: the full row for Mendota Financial Group, LLC 16,000 $390K 0.29% 0 13F-HR Timeline Bay Colony Advisory Group, Inc d/b/a Ba… More: the full row for Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15,892 $388K 0.05% -29,125 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 15,872 $387K <0.01% -79,804 13F-HR Timeline Koshinski Asset Management, Inc. More: the full row for Koshinski Asset Management, Inc. 15,821 $386K 0.02% +2,562 13F-HR Timeline Clarity Financial LLC More: the full row for Clarity Financial LLC 15,548 $379K 0.04% -3,683 13F-HR Timeline Global View Capital Management LLC More: the full row for Global View Capital Management LLC 15,512 $378K 0.1% -7,064 13F-HR Timeline Allen Capital Group, LLC More: the full row for Allen Capital Group, LLC 15,342 $374K 0.03% -20,608 13F-HR Timeline NOVEM GROUP More: the full row for NOVEM GROUP 15,325 $374K 0.04% 0 13F-HR Timeline Fiduciary Alliance LLC More: the full row for Fiduciary Alliance LLC 14,525 $373K 0.02% -2,230 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 15,248 $372K 0.02% +1,158 13F-HR Timeline NEUBERGER BERMAN GROUP LLC in group NEUBERGER BERMAN GROUP LLC More: the full row for NEUBERGER BERMAN GROUP LLC 15,200 $371K <0.01% -100 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 15,000 $366K 0.01% +5,000 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Sandy Cove Advisors, LLC More: the full row for Sandy Cove Advisors, LLC 15,000 $366K 0.11% 0 13F-HR Timeline SPWM Advisors LLC More: the full row for SPWM Advisors LLC 13,000 $365K 0.32% -2,000 13F-HR Timeline 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 14,941 $364K <0.01% -1 13F-HR Timeline Group Heritage Trust Co More: the full row for Heritage Trust Co 14,799 $361K 0.04% 0 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 15,850 $360K 0.02% +3,100 13F-HR Timeline Robinson Value Management, Ltd. More: the full row for Robinson Value Management, Ltd. 14,696 $358K 0.2% -5,000 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 14,265 $357K 0.01% -5,701 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14,521 $354K <0.01% +10,554 13F-HR Timeline Group E&G Advisors, LLC More: the full row for E&G Advisors, LLC 14,500 $354K 0.08% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 14,350 $350K 0.01% -3,250 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 14,316 $349K 0.13% 0 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 14,738 $347K 0.03% -1,125 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 14,384 $346K <0.01% +914 13F-HR Timeline Group PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 14,004 $342K <0.01% +5,319 13F-HR Timeline Group Balefire, LLC More: the full row for Balefire, LLC 13,875 $338K 0.06% +2,242 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 13,841 $338K <0.01% -17,404 13F-HR/A Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,775 $336K <0.01% -4,550 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 13,475 $329K 0.1% -6,825 13F-HR Timeline Collaborative Fund Advisors, LLC More: the full row for Collaborative Fund Advisors, LLC 13,464 $328K 0.2% 13F-HR Timeline Auxano Advisors, LLC More: the full row for Auxano Advisors, LLC 13,151 $321K 0.06% new 13F-HR Timeline NovaPoint Capital, LLC More: the full row for NovaPoint Capital, LLC 12,864 $314K 0.08% +1,584 13F-HR Timeline Crown Wealth Group, LLC More: the full row for Crown Wealth Group, LLC 12,738 $311K 0.09% new 13F-HR Timeline Sharp Wealth Advisory, LLC More: the full row for Sharp Wealth Advisory, LLC 12,700 $310K 0.15% -4,000 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 12,485 $305K <0.01% +100 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 12,318 $300K 0.02% new 13F-HR Timeline Bernicke Wealth Management, Ltd. More: the full row for Bernicke Wealth Management, Ltd. 12,297 $300K 0.04% 0 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 12,276 $299K <0.01% new 13F-HR Timeline Group LVW Advisors, LLC More: the full row for LVW Advisors, LLC 12,165 $297K 0.03% new 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 11,539 $295K 0.04% +570 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 12,000 $293K 0.03% 0 13F-HR Timeline LITTLEJOHN FINANCIAL SERVICES, INC. More: the full row for LITTLEJOHN FINANCIAL SERVICES, INC. 11,830 $289K 0.22% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 11,695 $285K 0.01% 0 13F-HR Timeline Group Krilogy Financial LLC More: the full row for Krilogy Financial LLC 11,000 $281K 0.01% 0 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 11,426 $279K <0.01% +1,116 13F-HR Timeline Bank Pictet & Cie (Europe) AG More: the full row for Bank Pictet & Cie (Europe) AG 11,449 $279K 0.01% 0 13F-HR Timeline LifeWealth Investments, LLC More: the full row for LifeWealth Investments, LLC 11,446 $279K 0.08% -150 13F-HR Timeline TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 11,418 $278K <0.01% new 13F-HR Timeline Group PROFESSIONAL ADVISORY SERVICES INC More: the full row for PROFESSIONAL ADVISORY SERVICES INC 11,295 $275K 0.04% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Diligent Investors, LLC More: the full row for Diligent Investors, LLC 11,200 $273K 0.07% +2,250 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 11,189 $273K 0.09% -270 13F-HR Timeline Almanack Investment Partners, LLC. More: the full row for Almanack Investment Partners, LLC. 11,125 $271K 0.05% 0 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 10,600 $271K 0.11% +800 13F-HR Timeline Cauble & Harre Wealth Management, Inc. More: the full row for Cauble & Harre Wealth Management, Inc. 9,636 $271K 0.22% -114,836 13F-HR Timeline Advyzon Investment Management, LLC More: the full row for Advyzon Investment Management, LLC 11,083 $270K 0.02% +2,571 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 10,930 $267K 0.07% 0 13F-HR Timeline Group Investor's Fiduciary Advisor Network, L… More: the full row for Investor's Fiduciary Advisor Network, LLC 10,844 $264K 0.08% 0 13F-HR Timeline AQR CAPITAL MANAGEMENT LLC in group AQR CAPITAL MANAGEMENT LLC More: the full row for AQR CAPITAL MANAGEMENT LLC 10,300 $251K <0.01% new 13F-HR Timeline Group HBW ADVISORY SERVICES LLC More: the full row for HBW ADVISORY SERVICES LLC 10,191 $249K 0.03% new 13F-HR Timeline Total Clarity Wealth Management, Inc. More: the full row for Total Clarity Wealth Management, Inc. 10,096 $246K 0.06% -4,041 13F-HR Timeline Richard C. Young & CO., LTD. More: the full row for Richard C. Young & CO., LTD. 10,047 $245K 0.02% 0 13F-HR Timeline St. Louis Financial Planners Asset Mana… More: the full row for St. Louis Financial Planners Asset Management, LLC 10,010 $244K 0.14% 0 13F-HR Timeline LAFFER TENGLER INVESTMENTS, INC. More: the full row for LAFFER TENGLER INVESTMENTS, INC. 10,000 $244K 0.04% new 13F-HR Timeline Composition Wealth, LLC More: the full row for Composition Wealth, LLC 10,000 $244K <0.01% 0 13F-HR Timeline LGL PARTNERS, LLC More: the full row for LGL PARTNERS, LLC 10,000 $244K 0.1% 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 9,998 $244K 0.01% 0 13F-HR Timeline Group Welch Group, LLC More: the full row for Welch Group, LLC 9,993 $244K 0.01% 0 13F-HR Timeline RPS ADVISORY SOLUTIONS LLC More: the full row for RPS ADVISORY SOLUTIONS LLC 9,958 $243K 0.14% -2,005 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 9,930 $242K 0.01% new 13F-HR Timeline THOROUGHBRED FINANCIAL SERVICES, LLC More: the full row for THOROUGHBRED FINANCIAL SERVICES, LLC 9,872 $240K 0.01% -1,955 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 9,835 $240K <0.01% 0 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 9,790 $239K <0.01% -138 13F-HR Timeline Group Guild Investment Management, Inc. More: the full row for Guild Investment Management, Inc. 9,700 $237K 0.17% new 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 9,518 $232K 0.01% +1,358 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 9,450 $230K <0.01% 0 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. 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