Five Oceans Advisors More: the full row for Five Oceans Advisors 858 $236K 0.09% +5 13F-HR Timeline HWG Holdings LP More: the full row for HWG Holdings LP 854 $235K 0.06% -90 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 851 $234K 0.04% +1 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 826 $233K <0.01% new 13F-HR Timeline Defiance ETFs, LLC More: the full row for Defiance ETFs, LLC 841 $231K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 834 $230K 0.03% +18 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 834 $230K <0.01% -16 13F-HR Timeline Summit Wealth Partners, LLC More: the full row for Summit Wealth Partners, LLC 832 $229K 0.04% new 13F-HR Timeline Carr Financial Group Corp More: the full row for Carr Financial Group Corp 831 $229K 0.06% new 13F-HR Timeline IPG Investment Advisors LLC More: the full row for IPG Investment Advisors LLC 826 $229K 0.04% -176 13F-HR Timeline LIBERTY SQUARE WEALTH PARTNERS LLC More: the full row for LIBERTY SQUARE WEALTH PARTNERS LLC 830 $228K 0.06% -7 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 829 $228K 0.01% -2,048 13F-HR Timeline B. Riley Wealth Advisors, Inc. More: the full row for B. Riley Wealth Advisors, Inc. 873 $228K 0.01% +38 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 820 $226K 0.02% +24 13F-HR Timeline Pitti Group Wealth Management, LLC More: the full row for Pitti Group Wealth Management, LLC 819 $225K 0.18% +1 13F-HR Timeline Prism Advisors, Inc. More: the full row for Prism Advisors, Inc. 814 $224K 0.06% new 13F-HR Timeline Retirement Investment Advisors, Inc. More: the full row for Retirement Investment Advisors, Inc. 800 $223K 0.02% 0 13F-HR Timeline BURNEY CO/ More: the full row for BURNEY CO/ 810 $223K 0.01% new 13F-HR Timeline J. Derek Lewis & Associates Inc. More: the full row for J. Derek Lewis & Associates Inc. 810 $223K 0.05% new 13F-HR/A Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 805 $223K 0.01% new 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 803 $222K 0.12% +9 13F-HR Timeline ADAMSBROWN WEALTH CONSULTANTS LLC More: the full row for ADAMSBROWN WEALTH CONSULTANTS LLC 804 $221K 0.06% new 13F-HR Timeline KING LUTHER CAPITAL MANAGEMENT CORP More: the full row for KING LUTHER CAPITAL MANAGEMENT CORP 802 $221K <0.01% -200 13F-HR Timeline Code Waechter LLC More: the full row for Code Waechter LLC 801 $220K 0.13% new 13F-HR Timeline Bucket List Wealth Management, LLC More: the full row for Bucket List Wealth Management, LLC 800 $220K 0.13% new 13F-HR Timeline Diligent Investors, LLC More: the full row for Diligent Investors, LLC 800 $220K 0.05% 0 13F-HR Timeline Birchcreek Wealth Management, LLC More: the full row for Birchcreek Wealth Management, LLC 800 $220K 0.11% 0 13F-HR Timeline Fusion Capital, LLC More: the full row for Fusion Capital, LLC 799 $220K 0.06% +3 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 798 $220K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 795 $219K 0.01% -1,291 13F-HR Timeline Connecticut Capital Management Group, L… More: the full row for Connecticut Capital Management Group, LLC 791 $218K 0.21% -13 13F-HR Timeline ONTARIO TEACHERS PENSION PLAN BOARD in group ONTARIO TEACHERS PENSION PLAN… More: the full row for ONTARIO TEACHERS PENSION PLAN BOARD 787 $217K 0.01% -724 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 787 $217K 0.02% +6 13F-HR Timeline Advisors Capital Management, LLC More: the full row for Advisors Capital Management, LLC 786 $217K <0.01% +31 13F-HR Timeline Retirement Planning Group, LLC More: the full row for Retirement Planning Group, LLC 780 $215K 0.01% new 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 774 $213K 0.01% -18 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 770 $212K 0.02% -9 13F-HR Timeline National Wealth Management Group, LLC More: the full row for National Wealth Management Group, LLC 769 $212K 0.08% -13 13F-HR Timeline Northern Financial Advisors Inc More: the full row for Northern Financial Advisors Inc 768 $211K 0.15% -1 13F-HR Timeline Pekin Hardy Strauss, Inc. 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More: the full row for West Family Investments, Inc. 747 $206K 0.07% -521 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 744 $205K 0.01% -418 13F-HR Timeline ANCHYRA PARTNERS LLC More: the full row for ANCHYRA PARTNERS LLC 743 $204K 0.06% +19 13F-HR Timeline Curated Wealth Partners LLC More: the full row for Curated Wealth Partners LLC 739 $203K 0.03% new 13F-HR Timeline TruWealth Advisors, LLC More: the full row for TruWealth Advisors, LLC 737 $203K 0.01% 0 13F-HR Timeline Apella Capital, LLC More: the full row for Apella Capital, LLC 710 $203K <0.01% new 13F-HR Timeline Canopy Partners, LLC More: the full row for Canopy Partners, LLC 736 $203K 0.07% new 13F-HR Timeline Sunflower Bank, N.A. More: the full row for Sunflower Bank, N.A. 732 $201K 0.05% new 13F-HR Timeline BSW Wealth Partners More: the full row for BSW Wealth Partners 731 $201K 0.02% new 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 731 $201K 0.01% -47 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 730 $201K <0.01% new 13F-HR Timeline WEDGE CAPITAL MANAGEMENT L L P/NC More: the full row for WEDGE CAPITAL MANAGEMENT L L P/NC 729 $201K <0.01% new 13F-HR Timeline Tower Wealth Partners, Inc. More: the full row for Tower Wealth Partners, Inc. 728 $200K 0.11% +10 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 698 $197K 0.13% +12 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 712 $196K 0.33% -1,600 13F-HR Timeline PARADIGM ASSET MANAGEMENT CO LLC More: the full row for PARADIGM ASSET MANAGEMENT CO LLC 700 $193K 0.05% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 684 $188K 0.01% -232 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 669 $184K 0.02% -17 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. More: the full row for CONTRAVISORY INVESTMENT MANAGEMENT, INC. 663 $182K 0.04% -2,786 13F-HR Timeline Miller Capital Partners, Inc. More: the full row for Miller Capital Partners, Inc. 655 $180K 0.09% -35 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 650 $179K 0.09% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 649 $179K 0.07% -1 13F-HR Timeline Hartford Financial Management Inc. More: the full row for Hartford Financial Management Inc. 632 $174K 0.04% -280 13F-HR Timeline Entelevest, LLC More: the full row for Entelevest, LLC 630 $173K 0.18% -108 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 611 $168K 0.04% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 628 $163K <0.01% -30 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 558 $154K 0.01% +1 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 555 $153K <0.01% 0 13F-HR Timeline Group Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 553 $152K 0.02% -1,391 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 532 $150K 0.01% +2 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 531 $146K 0.05% new 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 523 $145K 0.01% 0 13F-HR Timeline Group Activest Wealth Management More: the full row for Activest Wealth Management 514 $141K 0.02% -397 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 510 $140K 0.04% +122 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 499 $137K 0.03% +495 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 485 $133K 0.05% -1 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 452 $124K 0.01% -13 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 430 $118K 0.08% +12 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 425 $117K 0.03% 0 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 414 $114K 0.04% 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 400 $110K 0.02% +25 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 394 $109K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 386 $106K 0.01% +7 13F-HR Timeline Steigerwald, Gordon & Koch Inc. More: the full row for Steigerwald, Gordon & Koch Inc. 364 $100K 0.01% 0 13F-HR Timeline COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 350 $96.3K <0.01% 0 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 348 $95.8K 0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 346 $95.1K 0.02% -1,917 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 344 $94.9K 0.02% +146 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 342 $94K 0.01% -505 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 332 $90.8K 0.01% +60 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 325 $89.4K <0.01% -7 13F-HR Timeline Ascentis Wealth Management, LLC group of 2 filers holding More: the full row for Ascentis Wealth Management, LLC 324 $89.4K -1,529 Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 324 $89.2K <0.01% +2 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 321 $88.3K 0.01% 0 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 319 $87.8K 0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 313 $86K 0.05% -569 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 310 $85.8K 0.02% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 311 $85.5K 0.02% new 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 310 $85.3K 0.03% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 308 $85.2K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 305 $83.9K 0.03% -56 13F-HR Timeline Merkkuri Wealth Advisors LLC More: the full row for Merkkuri Wealth Advisors LLC 302 $83.2K 0.06% new 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 302 $83K <0.01% +2 13F-HR Timeline Group DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 300 $82.6K 0.01% 0 13F-HR Timeline Richardson Capital Management LLC More: the full row for Richardson Capital Management LLC 300 $82.6K 0.04% 0 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 300 $82.6K 0.01% 0 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 300 $82.6K 0.02% 0 13F-HR Timeline Aviso Financial Inc. More: the full row for Aviso Financial Inc. 300 $82.6K <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 300 $82.6K 0.04% 0 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 275 $75.7K 0.01% -207 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 268 $73.7K 0.01% -2 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 266 $73.3K 0.01% -4 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 260 $71.5K 0.01% -134 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 256 $70.3K 0.01% +13 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 255 $70K 0.01% +1 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 250 $68.8K <0.01% +225 13F-HR Timeline Global Assets Advisory, LLC More: the full row for Global Assets Advisory, LLC 248 $68.3K 0.02% new 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 241 $66.2K 0.01% -26 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 236 $65.1K 0.01% +7 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 233 $64K <0.01% +24 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 219 $60.2K <0.01% +1 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 211 $58.4K 0.01% +6 13F-HR Timeline Evelyn Partners Investment Management (… More: the full row for Evelyn Partners Investment Management (Europe) Ltd 210 $57.8K 0.02% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 206 $57K 0.03% new 13F-HR Timeline MBM WEALTH CONSULTANTS, LLC More: the full row for MBM WEALTH CONSULTANTS, LLC 205 $56.4K 0.01% new 13F-HR Timeline Burk Holdings LLC More: the full row for Burk Holdings LLC 205 $56.4K 0.02% new 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 204 $56.2K <0.01% +1 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 203 $55.9K 0.01% +101 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 202 $55.5K 0.01% +1 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 201 $55.3K 0.01% -8 13F-HR Timeline OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 200 $55K <0.01% 0 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 200 $55K 0.01% 0 13F-HR Timeline Quarry LP More: the full row for Quarry LP 200 $55K 0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 200 $55K 0.01% 0 13F-HR Timeline Spurstone Advisory Services, LLC More: the full row for Spurstone Advisory Services, LLC 200 $55K 0.94% 0 13F-HR Timeline Winthrop Capital Management, LLC More: the full row for Winthrop Capital Management, LLC 200 $55K 0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 198 $54.8K 0.05% new 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 198 $54.5K <0.01% +106 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 193 $53.2K <0.01% +5 13F-HR Timeline Dynamic Wealth Strategies, LLC More: the full row for Dynamic Wealth Strategies, LLC 193 $53.1K 0.03% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 190 $52K 0.01% +10 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. 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More: the full row for Raleigh Capital Management Inc. 165 $45.3K 0.02% +6 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 163 $44.9K 0.02% +28 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 162 $44.7K <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 160 $44.2K <0.01% +69 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 159 $43.9K <0.01% +29 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 156 $42.9K 0.01% 0 13F-HR Timeline Disciplina Capital Management LLC More: the full row for Disciplina Capital Management LLC 153 $42.2K <0.01% -9 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 151 $41.6K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 147 $40.5K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 147 $40.5K 0.01% new 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 145 $39.9K <0.01% 0 13F-HR Timeline Group Aspect Partners, LLC More: the full row for Aspect Partners, LLC 145 $39.8K 0.02% +1 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 143 $39.4K <0.01% +13 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 137 $37.7K 0.01% -36 13F-HR Timeline Jackson, Grant Investment Advisers, Inc. 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More: the full row for Lloyd Advisory Services, LLC. 123 $33.8K 0.01% new 13F-HR Timeline Kingdom Financial Group LLC. More: the full row for Kingdom Financial Group LLC. 123 $33.8K 0.01% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 123 $33.8K 0.01% +4 13F-HR Timeline Vision Retirement, LLC More: the full row for Vision Retirement, LLC 122 $33.6K 0.01% +12 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 120 $33K 0.01% 0 13F-HR Timeline Group BALLAST ADVISORS LLC More: the full row for BALLAST ADVISORS LLC 120 $33K 0.01% new 13F-HR/A Timeline PETERSON WEALTH MANAGEMENT More: the full row for PETERSON WEALTH MANAGEMENT 117 $32.1K 0.02% new 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 115 $31.6K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 114 $31.4K 0.01% -1 13F-HR Timeline Smallwood Wealth Investment Management,… More: the full row for Smallwood Wealth Investment Management, LLC 109 $30K 0.02% 0 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 108 $29.7K 0.01% new 13F-HR/A Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 108 $29.6K 0.01% +1 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 107 $29.4K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 106 $29.2K 0.02% -30 13F-HR Timeline Washington Trust Advisors, Inc. 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