WALLER FINANCIAL PLANNING GROUP, INC More: the full row for WALLER FINANCIAL PLANNING GROUP, INC 43,597 $1.24M 0.25% +1,803 13F-HR Timeline Insight Advisors, LLC/ PA More: the full row for Insight Advisors, LLC/ PA 43,141 $1.22M 0.22% +5,090 13F-HR Timeline Savvy Advisors, Inc. More: the full row for Savvy Advisors, Inc. 43,118 $1.22M 0.03% +4,345 13F-HR Timeline Thrivent Financial for Lutherans in group Thrivent Financial for Luther… More: the full row for Thrivent Financial for Lutherans 42,532 $1.21M <0.01% -1,573 13F-HR Timeline Group TOP Private Wealth LLC. More: the full row for TOP Private Wealth LLC. 42,046 $1.19M 1.15% 13F-HR Timeline Boltwood Capital Management More: the full row for Boltwood Capital Management 41,010 $1.16M 0.27% +110 13F-HR Timeline THOMPSON DAVIS & CO., INC. More: the full row for THOMPSON DAVIS & CO., INC. 40,187 $1.14M 0.68% +42 13F-HR Timeline Modern Wealth Management, LLC More: the full row for Modern Wealth Management, LLC 39,243 $1.11M 0.01% new 13F-HR Timeline Centennial Bank/AR/ in group Centennial Bank/AR/ More: the full row for Centennial Bank/AR/ 38,689 $1.1M 0.35% -802 13F-HR Timeline Group Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 37,888 $1.08M 0.02% +10,743 13F-HR Timeline Beacon Bridge Wealth Partners, LLC More: the full row for Beacon Bridge Wealth Partners, LLC 37,647 $1.07M 0.3% -6,808 13F-HR Timeline Savant Capital, LLC More: the full row for Savant Capital, LLC 37,043 $1.06M <0.01% +9,564 13F-HR Timeline Ascent Group, LLC in group Ascent Group, LLC More: the full row for Ascent Group, LLC 36,447 $1.03M 0.03% +4,886 13F-HR Timeline Group MOSAIC FINANCIAL GROUP, LLC More: the full row for MOSAIC FINANCIAL GROUP, LLC 35,865 $1.02M 0.65% -1,917 13F-HR Timeline Oregon Pacific Wealth Management, LLC More: the full row for Oregon Pacific Wealth Management, LLC 35,055 $995K 0.93% -1,480 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 34,851 $989K <0.01% -38,921 13F-HR Timeline Group Barnes Wealth Management Group, Inc More: the full row for Barnes Wealth Management Group, Inc 34,458 $978K 0.45% +1,772 13F-HR Timeline Comprehensive Wealth Management, LLC More: the full row for Comprehensive Wealth Management, LLC 34,232 $972K 0.44% +2,351 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 32,474 $922K 0.02% 0 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 31,643 $898K 0.01% +137 13F-HR Timeline PUFF WEALTH MANAGEMENT, LLC More: the full row for PUFF WEALTH MANAGEMENT, LLC 31,470 $893K 0.91% 13F-HR Timeline Integrity Wealth Solutions LLC More: the full row for Integrity Wealth Solutions LLC 31,284 $888K 0.33% +303 13F-HR Timeline Mattson Financial Services, LLC More: the full row for Mattson Financial Services, LLC 31,025 $876K 0.18% +2,318 13F-HR Timeline Diversify Advisory Services, LLC group of 2 filers holding More: the full row for Diversify Advisory Services, LLC 30,374 $854K +15,369 Timeline PARR MCKNIGHT WEALTH MANAGEMENT GROUP, … More: the full row for PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC 29,802 $846K 0.1% 0 13F-HR Timeline RMR Wealth Builders More: the full row for RMR Wealth Builders 29,611 $841K 0.05% -19,309 13F-HR Timeline Vontobel Holding Ltd. in group Vontobel Holding Ltd. More: the full row for Vontobel Holding Ltd. 29,504 $837K <0.01% -1,082 13F-HR Timeline Group RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 28,666 $814K 0.06% +1,752 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 28,285 $803K 0.02% +768 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 28,117 $798K 0.01% +2,652 13F-HR Timeline M Holdings Securities, Inc. More: the full row for M Holdings Securities, Inc. 27,387 $780K 0.11% -259 13F-HR Timeline Lifeworks Advisors, LLC More: the full row for Lifeworks Advisors, LLC 27,380 $777K 0.08% -4,115 13F-HR Timeline Pathway Financial Advisors LLC More: the full row for Pathway Financial Advisors LLC 27,248 $771K 0.09% -816 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 26,872 $763K <0.01% +4,858 13F-HR Timeline Stratos Wealth Partners, LTD. in group Stratos Wealth Partners, LTD. More: the full row for Stratos Wealth Partners, LTD. 26,616 $756K 0.01% +451 13F-HR Timeline Group RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 25,829 $733K 0.01% +11,278 13F-HR/A Timeline FOUNDERS GROVE WEALTH PARTNERS, LLC More: the full row for FOUNDERS GROVE WEALTH PARTNERS, LLC 25,761 $731K 0.15% new 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 25,279 $718K <0.01% -160 13F-HR/A Timeline Group Jefferson Bridge Capital, LLC More: the full row for Jefferson Bridge Capital, LLC 24,943 $708K 0.61% -6,771 13F-HR Timeline BLALOCK WILLIAMS, LLC More: the full row for BLALOCK WILLIAMS, LLC 24,537 $697K 0.45% +195 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 24,074 $683K 0.16% -10,087 13F-HR Timeline Kovack Advisors, Inc. More: the full row for Kovack Advisors, Inc. 23,620 $671K 0.03% -7,082 13F-HR Timeline Tennessee Valley Asset Management Partn… More: the full row for Tennessee Valley Asset Management Partners 23,603 $670K 0.07% +5,253 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 23,097 $656K <0.01% +14,758 13F-HR Timeline Hilltop Partners LLC More: the full row for Hilltop Partners LLC 21,850 $620K 0.15% -1,839 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 21,741 $617K 0.01% +3,313 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 21,213 $602K 0.02% new 13F-HR Timeline HOWARD BAILEY SECURITIES, LLC More: the full row for HOWARD BAILEY SECURITIES, LLC 20,814 $591K 0.22% +39 13F-HR Timeline NORTHBRIDGE FINANCIAL GROUP, LLC More: the full row for NORTHBRIDGE FINANCIAL GROUP, LLC 20,367 $578K 0.22% +2,947 13F-HR Timeline Boyd Wealth Management, LLC More: the full row for Boyd Wealth Management, LLC 20,105 $571K 0.22% +137 13F-HR Timeline FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 19,873 $564K 0.06% new 13F-HR Timeline PATRON PARTNERS, LLC More: the full row for PATRON PARTNERS, LLC 19,766 $561K 0.22% -4,111 13F-HR Timeline MEITAV INVESTMENT HOUSE LTD in group MEITAV INVESTMENT HOUSE LTD More: the full row for MEITAV INVESTMENT HOUSE LTD 19,336 $548K <0.01% -1,289 13F-HR Timeline Group Brooklyn FI, LLC More: the full row for Brooklyn FI, LLC 18,983 $533K 0.1% +3,666 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 18,282 $519K 0.11% +9,731 13F-HR Timeline Curi Capital, LLC More: the full row for Curi Capital, LLC 18,204 $517K 0.01% +827 13F-HR Timeline TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 17,480 $496K 0.04% new 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 17,195 $488K 0.01% -10,231 13F-HR Timeline Clarity Wealth Development LLC More: the full row for Clarity Wealth Development LLC 16,888 $479K 0.27% -40,426 13F-HR Timeline CARY STREET PARTNERS INVESTMENT ADVISOR… in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS INVESTMENT ADVISORY LLC 16,755 $476K 0.1% +2,515 13F-HR Timeline Group NORTHLAND SECURITIES, INC. More: the full row for NORTHLAND SECURITIES, INC. 16,688 $474K 0.28% +122 13F-HR Timeline Joule Financial, LLC More: the full row for Joule Financial, LLC 15,978 $454K 0.12% new 13F-HR Timeline Wealthcare Advisory Partners LLC in group Wealthcare Advisory Partners … More: the full row for Wealthcare Advisory Partners LLC 15,746 $447K 0.01% -339 13F-HR Timeline Group IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 15,413 $438K 0.03% new 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 15,354 $433K 0.01% -4,038 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14,411 $409K 0.04% -17,152 13F-HR Timeline Keel Point, LLC More: the full row for Keel Point, LLC 14,282 $405K 0.02% -11 13F-HR Timeline AUGUSTINE ASSET MANAGEMENT INC More: the full row for AUGUSTINE ASSET MANAGEMENT INC 14,220 $404K 0.08% -1,386 13F-HR Timeline Convergence Financial, LLC More: the full row for Convergence Financial, LLC 13,862 $394K 0.03% +3,470 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 13,783 $391K 0.01% +2,275 13F-HR Timeline World Investment Advisors More: the full row for World Investment Advisors 13,630 $390K 0.01% -63 13F-HR Timeline SMITHBRIDGE ASSET MANAGEMENT INC/DE More: the full row for SMITHBRIDGE ASSET MANAGEMENT INC/DE 13,558 $385K 0.05% -1,348 13F-HR Timeline BLUEDOOR PRIVATE WEALTH, LLC More: the full row for BLUEDOOR PRIVATE WEALTH, LLC 13,511 $384K 0.16% 0 13F-HR Timeline Realta Investment Advisors More: the full row for Realta Investment Advisors 13,471 $382K 0.12% +92 13F-HR Timeline Brucke Financial, Inc. More: the full row for Brucke Financial, Inc. 12,612 $358K 0.16% +2,918 13F-HR Timeline Strategic Blueprint, LLC More: the full row for Strategic Blueprint, LLC 12,512 $355K 0.02% +999 13F-HR Timeline Rede Wealth, LLC More: the full row for Rede Wealth, LLC 12,395 $352K 0.12% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 11,874 $337K 0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 11,776 $334K <0.01% -2,215 13F-HR Timeline Group Seaside Wealth Management, Inc. More: the full row for Seaside Wealth Management, Inc. 11,674 $331K 0.08% -182 13F-HR Timeline Perigon Wealth Management, LLC More: the full row for Perigon Wealth Management, LLC 11,632 $330K 0.01% +323 13F-HR Timeline NICOLET BANKSHARES INC in group NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES INC 11,497 $325K 0.01% new 13F-HR Timeline Group McAdam, LLC More: the full row for McAdam, LLC 11,307 $321K 0.01% -3,511 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 11,037 $313K 0.01% +645 13F-HR Timeline Group RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 10,863 $308K 0.17% -157 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 10,812 $307K <0.01% +2,629 13F-HR Timeline Group OneAscent Financial Services LLC in group OneAscent Financial Services … More: the full row for OneAscent Financial Services LLC 10,636 $302K 0.01% +13 13F-HR Timeline Group PARSONS CAPITAL MANAGEMENT INC/RI More: the full row for PARSONS CAPITAL MANAGEMENT INC/RI 10,500 $298K 0.01% +3,000 13F-HR Timeline Midwest Financial Network, LLC More: the full row for Midwest Financial Network, LLC 10,438 $296K 0.2% new 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 10,259 $291K 0.01% +9,443 13F-HR Timeline INVESTED ADVISORS More: the full row for INVESTED ADVISORS 10,253 $291K 0.26% +742 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 10,069 $286K <0.01% -35 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 10,050 $285K 0.02% +548 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 10,011 $284K 0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 9,977 $283K 0.01% new 13F-HR Timeline TRUSTMARK BANK TRUST DEPARTMENT More: the full row for TRUSTMARK BANK TRUST DEPARTMENT 9,936 $282K 0.02% 0 13F-HR Timeline Klaas Financial Asset Advisors, LLC More: the full row for Klaas Financial Asset Advisors, LLC 9,845 $280K 0.03% 0 13F-HR Timeline Prime Capital Investment Advisors, LLC More: the full row for Prime Capital Investment Advisors, LLC 9,816 $279K <0.01% -399 13F-HR Timeline Symphony Financial, Ltd. Co. More: the full row for Symphony Financial, Ltd. Co. 9,627 $274K 0.03% +767 13F-HR Timeline Resonant Capital Advisors, LLC More: the full row for Resonant Capital Advisors, LLC 9,390 $267K 0.01% 0 13F-HR Timeline INTEGRITY ALLIANCE, LLC. More: the full row for INTEGRITY ALLIANCE, LLC. 9,378 $266K 0.01% +563 13F-HR Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 9,372 $266K 0.01% +24 13F-HR Timeline Advisor Resource Council More: the full row for Advisor Resource Council 9,377 $265K 0.09% -1,213 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 9,318 $265K 0.01% -1,046 13F-HR Timeline Independence Wealth Advisors, LLC More: the full row for Independence Wealth Advisors, LLC 9,312 $264K 0.13% -32,707 13F-HR Timeline TIAA group of 2 filers holding More: the full row for TIAA 9,215 $262K -52 Timeline Zhang Financial LLC More: the full row for Zhang Financial LLC 9,205 $261K 0.01% 0 13F-HR Timeline Facet Wealth, Inc. More: the full row for Facet Wealth, Inc. 9,201 $261K <0.01% +1,187 13F-HR Timeline WealthPoint Financial, LLC More: the full row for WealthPoint Financial, LLC 9,082 $258K 0.19% +1,127 13F-HR Timeline Moisand Fitzgerald Tamayo, LLC More: the full row for Moisand Fitzgerald Tamayo, LLC 8,970 $255K 0.02% 0 13F-HR Timeline Hibernia Wealth Partners, LLC More: the full row for Hibernia Wealth Partners, LLC 8,706 $247K 0.13% -2,629 13F-HR Timeline TWIN FOCUS CAPITAL PARTNERS, LLC More: the full row for TWIN FOCUS CAPITAL PARTNERS, LLC 8,510 $242K 0.02% 0 13F-HR Timeline NWAM LLC More: the full row for NWAM LLC 8,369 $238K 0.01% -759 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 8,259 $234K <0.01% new 13F-HR Timeline RFG Advisory, LLC More: the full row for RFG Advisory, LLC 8,112 $230K <0.01% -8,062 13F-HR Timeline Clark Asset Management, LLC More: the full row for Clark Asset Management, LLC 8,109 $230K 0.02% -550 13F-HR Timeline Clarendon Private LLC More: the full row for Clarendon Private LLC 8,100 $230K 0.15% -15,202 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 8,098 $230K 0.01% new 13F-HR Timeline VICTORY FINANCIAL GROUP, LLC More: the full row for VICTORY FINANCIAL GROUP, LLC 7,910 $225K 0.02% -989 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 7,653 $217K 0.02% -3,673 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 7,651 $217K 0.01% -33,495 13F-HR Timeline Detalus Advisors, LLC More: the full row for Detalus Advisors, LLC 7,625 $216K 0.04% -2 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 7,331 $208K <0.01% new 13F-HR Timeline Group Latitude Advisors, LLC More: the full row for Latitude Advisors, LLC 7,316 $208K 0.08% new 13F-HR Timeline International Private Wealth Advisors L… More: the full row for International Private Wealth Advisors LLC 7,301 $207K 0.11% 0 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 6,936 $197K 0.03% -4,523 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 6,863 $195K 0.01% -6,950 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6,495 $184K <0.01% -2,819 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 6,463 $183K <0.01% +1,007 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 5,644 $160K 0.04% -9,085 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 5,313 $151K 0.01% -5,275 13F-HR Timeline Group Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 5,311 $151K <0.01% -14,038 13F-HR Timeline Group HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 4,617 $131K 0.01% -35 13F-HR Timeline PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 4,605 $131K 0.09% new 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 4,494 $128K <0.01% +153 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 4,316 $123K <0.01% +249 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 3,681 $105K 0.03% new 13F-HR Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 3,649 $104K <0.01% new 13F-HR Timeline CITIGROUP INC in group CITIGROUP INC More: the full row for CITIGROUP INC 3,430 $97.4K <0.01% 0 13F-HR Timeline Group Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 3,144 $89.3K 0.01% -11 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 2,850 $80.9K 0.09% +28 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 2,754 $78.2K 0.02% 0 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 2,257 $64.1K <0.01% new 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,984 $56.3K <0.01% -49 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 1,938 $55K 0.01% 0 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,881 $53.4K <0.01% +71 13F-HR Timeline VANGUARD ADVISERS INC in group VANGUARD GROUP INC More: the full row for VANGUARD ADVISERS INC 1,865 $53K <0.01% +1,676 13F-HR Timeline Group Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 1,845 $52.4K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 1,785 $50.7K <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,405 $39.9K <0.01% -208 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 1,380 $39.2K 0.01% +73 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1,323 $37.4K <0.01% new 13F-HR Timeline FRANKLIN RESOURCES INC in group Franklin Resources More: the full row for FRANKLIN RESOURCES INC 1,275 $36.2K <0.01% 0 13F-HR Timeline Group Rossby Financial, LCC More: the full row for Rossby Financial, LCC 1,246 $35.4K 0.01% -151 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 1,110 $31.5K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,093 $31.1K <0.01% 0 13F-HR Timeline SIMA Wealth Partners, LLC More: the full row for SIMA Wealth Partners, LLC 1,086 $30.8K 0.02% 0 13F-HR Timeline ADKINS SEALE CAPITAL MANAGEMENT LLC More: the full row for ADKINS SEALE CAPITAL MANAGEMENT LLC 918 $26.1K 0.02% 0 13F-HR Timeline Caitlin John, LLC More: the full row for Caitlin John, LLC 917 $26K 0.01% 0 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 885 $25.1K 0.01% new 13F-HR Timeline COMPASS FINANCIAL MANAGEMENT LLC More: the full row for COMPASS FINANCIAL MANAGEMENT LLC 779 $22K <0.01% 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 781 $22K <0.01% -34 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Founders Financial Alliance, LLC More: the full row for Founders Financial Alliance, LLC 747 $21.2K <0.01% +634 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 654 $19K <0.01% -3,525 13F-HR Timeline Group Elevated Capital Advisors, LLC More: the full row for Elevated Capital Advisors, LLC 666 $18.9K 0.01% -627 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 600 $17K <0.01% 0 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 578 $16.4K 0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 573 $16.3K <0.01% 0 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 569 $16.2K <0.01% 0 13F-HR Timeline Group Basepoint Wealth LLC More: the full row for Basepoint Wealth LLC 506 $14.4K 0.01% new 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 423 $12K 0.01% +4 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 364 $10.3K <0.01% +362 13F-HR Timeline Group Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 343 $9.71K <0.01% 0 13F-HR Timeline Group Breakwater Investment Management More: the full row for Breakwater Investment Management 335 $9.51K <0.01% 0 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 330 $9.37K <0.01% new 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 328 $9.31K <0.01% 0 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 297 $8.43K <0.01% -81 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 296 $8.4K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 280 $7.95K <0.01% -1,500 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 276 $7.84K <0.01% new 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 270 $7.67K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 259 $7.35K <0.01% new 13F-HR/A Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 258 $7.33K <0.01% new 13F-HR Timeline 1620 INVESTMENT ADVISORS, INC. More: the full row for 1620 INVESTMENT ADVISORS, INC. 226 $6.42K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 218 $6.19K <0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 175 $4.97K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 165 $4.68K <0.01% new 13F-HR Timeline Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 114 $3.24K <0.01% 0 13F-HR/A Timeline Group Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 92 $2.61K <0.01% 0 13F-HR/A Timeline EASTERN BANK More: the full row for EASTERN BANK 90 $2.56K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 75 $2.13K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 54 $1.53K <0.01% 0 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 48 $1.36K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 45 $1.27K <0.01% new 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 42 $1.19K <0.01% 0 13F-HR Timeline Group Meramec Financial Planners, LLC More: the full row for Meramec Financial Planners, LLC 40 $1.12K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 0 $1.11K <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. SYM FINANCIAL Corp More: the full row for SYM FINANCIAL Corp 37 $1.05K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 34 $951 <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 26 $738 <0.01% new 13F-HR Timeline