PPSC Investment Service Corp More: the full row for PPSC Investment Service Corp 2,541,295 $688M 43.4% +8,483 13F-HR Timeline Howard Capital Management, LLC More: the full row for Howard Capital Management, LLC 1,414,301 $383M 4.56% +1,400,562 13F-HR Timeline Insight Wealth Partners, LLC More: the full row for Insight Wealth Partners, LLC 176,249 $47.7M 6.41% +79,660 13F-HR Timeline Wealthstar Advisors, LLC More: the full row for Wealthstar Advisors, LLC 150,441 $40.7M 20.26% +2,699 13F-HR Timeline SUCCESSION FINANCIAL, INC. More: the full row for SUCCESSION FINANCIAL, INC. 145,356 $39.3M 38.18% 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 121,374 $32.9M 0.75% -10,937 13F-HR Timeline MILLENNIUM MANAGEMENT LLC in group MILLENNIUM MANAGEMENT LLC More: the full row for MILLENNIUM MANAGEMENT LLC 93,500 $25.3M 0.02% new 13F-HR Timeline Group GTS SECURITIES LLC More: the full row for GTS SECURITIES LLC 71,086 $19.3M 0.41% +56,022 13F-HR Timeline CITADEL ADVISORS LLC in group CITADEL ADVISORS LLC More: the full row for CITADEL ADVISORS LLC 58,538 $15.8M 0.01% new 13F-HR Timeline Group SUSQUEHANNA INTERNATIONAL GROUP, LLP in group SUSQUEHANNA INTERNATIONAL GRO… More: the full row for SUSQUEHANNA INTERNATIONAL GROUP, LLP 55,661 $15.1M 0.01% +36,139 13F-HR Timeline Group GOLDMAN SACHS GROUP INC in group GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC 49,512 $13.4M <0.01% -75,885 13F-HR Timeline Group Traynor Capital Management, Inc. More: the full row for Traynor Capital Management, Inc. 49,457 $13.4M 0.63% +1,301 13F-HR Timeline Timothy G. Youngquist 2020 Irrevocable … More: the full row for Timothy G. Youngquist 2020 Irrevocable Trust 37,846 $10.2M 2.06% new 13F-HR Timeline Gainplan LLC More: the full row for Gainplan LLC 37,148 $10.1M 3.96% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 35,692 $9.66M 0.24% +31,474 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 31,777 $8.6M 0.26% -4,035 13F-HR Timeline Group LM Advisors LLC More: the full row for LM Advisors LLC 30,340 $8.21M 0.95% +29,628 13F-HR Timeline Blueprint Investment Partners LLC group of 2 filers holding More: the full row for Blueprint Investment Partners LLC 28,642 $7.75M new Timeline J. Safra Sarasin Holding AG in group J. Safra Sarasin Holding AG More: the full row for J. Safra Sarasin Holding AG 37,362 $6.99M 0.1% +962 13F-HR Timeline Group FLOW TRADERS U.S. LLC More: the full row for FLOW TRADERS U.S. LLC 19,923 $5.39M 0.22% -33,937 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 19,052 $5.16M 0.01% new 13F-HR Timeline Westwood Wealth Management More: the full row for Westwood Wealth Management 17,335 $4.69M 1.36% -1,875 13F-HR Timeline Blue Sky Capital Consultants Group, Inc. More: the full row for Blue Sky Capital Consultants Group, Inc. 17,274 $4.68M 2% +175 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 14,300 $3.79M <0.01% -3,196 13F-HR Timeline Group MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 13,500 $3.65M <0.01% +11,366 13F-HR/A Timeline Empowered Funds, LLC More: the full row for Empowered Funds, LLC 13,426 $3.63M 0.02% +9,153 13F-HR Timeline JANE STREET GROUP, LLC in group JANE STREET GROUP, LLC More: the full row for JANE STREET GROUP, LLC 11,635 $3.15M <0.01% +1,078 13F-HR Timeline Group Encompass More Asset Management More: the full row for Encompass More Asset Management 11,227 $3.04M 0.45% new 13F-HR Timeline Q3 Asset Management More: the full row for Q3 Asset Management 9,875 $2.67M 0.49% -6,706 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 7,384 $2M 0.01% +7,382 13F-HR Timeline Mariner, LLC in group Mariner, LLC More: the full row for Mariner, LLC 6,599 $1.79M <0.01% +476 13F-HR Timeline Group StoneX Group Inc. in group StoneX Group Inc. More: the full row for StoneX Group Inc. 6,340 $1.6M 0.06% new 13F-HR Timeline Group Discipline Wealth Solutions, LLC More: the full row for Discipline Wealth Solutions, LLC 5,896 $1.6M 0.14% -5,973 13F-HR Timeline Kelly Financial Services LLC More: the full row for Kelly Financial Services LLC 5,553 $1.5M 0.32% +230 13F-HR Timeline CITIZENS FINANCIAL GROUP INC/RI in group CITIZENS FINANCIAL GROUP INC/… More: the full row for CITIZENS FINANCIAL GROUP INC/RI 5,267 $1.43M 0.02% 0 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 5,137 $1.39M 0.8% -1 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 5,065 $1.37M <0.01% +911 13F-HR Timeline Group LPL Financial LLC More: the full row for LPL Financial LLC 5,030 $1.36M <0.01% new 13F-HR Timeline CPR Investments Inc. More: the full row for CPR Investments Inc. 4,507 $1.22M 0.94% +2,515 13F-HR Timeline Stratos Wealth Partners, LTD. group of 2 filers holding More: the full row for Stratos Wealth Partners, LTD. 4,450 $1.2M +68 Timeline EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 4,077 $1.1M <0.01% +116 13F-HR Timeline Millington Financial Advisors, LLC More: the full row for Millington Financial Advisors, LLC 4,108 $1.09M 0.43% 0 13F-HR Timeline CreativeOne Wealth, LLC in group CreativeOne Wealth, LLC More: the full row for CreativeOne Wealth, LLC 4,008 $1.08M 0.02% -7,680 13F-HR Timeline Group SYKON CAPITAL LLC More: the full row for SYKON CAPITAL LLC 3,955 $1.07M 0.33% new 13F-HR Timeline PMV Capital Advisers, LLC More: the full row for PMV Capital Advisers, LLC 3,934 $1.06M 1.6% -142 13F-HR Timeline Wealth Management Nebraska in group Wealth Management Nebraska More: the full row for Wealth Management Nebraska 3,902 $1.06M 0.09% -4,178 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 3,673 $994K 0.01% -4,095 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,613 $978K 0.03% -5,353 13F-HR Timeline Group FERGUSON WELLMAN CAPITAL MANAGEMENT, INC More: the full row for FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 3,600 $974K 0.01% 0 13F-HR Timeline UBS Group AG in group UBS Group AG More: the full row for UBS Group AG 3,598 $974K <0.01% -1,238 13F-HR Timeline Group Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 3,591 $972K 0.13% +2,863 13F-HR Timeline FOUNDERS FINANCIAL SECURITIES LLC More: the full row for FOUNDERS FINANCIAL SECURITIES LLC 3,569 $966K 0.05% new 13F-HR Timeline Cresset Asset Management, LLC More: the full row for Cresset Asset Management, LLC 3,327 $901K <0.01% new 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 3,231 $875K 0.01% +100 13F-HR Timeline Mittelman Wealth Management More: the full row for Mittelman Wealth Management 3,107 $841K 0.56% -15 13F-HR Timeline Alternative Investment Advisors, LLC. More: the full row for Alternative Investment Advisors, LLC. 2,861 $775K 0.3% -183 13F-HR Timeline Summit Financial Strategies, Inc. More: the full row for Summit Financial Strategies, Inc. 2,851 $772K 0.05% -40 13F-HR Timeline Wallace Advisory Group, LLC More: the full row for Wallace Advisory Group, LLC 2,790 $755K 0.71% +131 13F-HR Timeline Lido Advisors, LLC in group Lido Advisors, LLC More: the full row for Lido Advisors, LLC 2,772 $750K <0.01% -141 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 2,766 $749K 0.19% -158 13F-HR Timeline Focus Partners Wealth in group Focus Partners Wealth More: the full row for Focus Partners Wealth 2,712 $734K <0.01% new 13F-HR Timeline Group Xcelsior Advisor Partners LLC More: the full row for Xcelsior Advisor Partners LLC 2,670 $723K 0.1% -80 13F-HR Timeline Wealthspire Advisors, LLC More: the full row for Wealthspire Advisors, LLC 2,570 $696K <0.01% -610 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 2,566 $695K 0.02% -221 13F-HR Timeline Significant Wealth Partners LLC More: the full row for Significant Wealth Partners LLC 2,510 $679K 0.74% +31 13F-HR Timeline Millennium Capital Advisors, LLC More: the full row for Millennium Capital Advisors, LLC 2,429 $658K 0.36% new 13F-HR Timeline STIFEL FINANCIAL CORP in group STIFEL FINANCIAL CORP More: the full row for STIFEL FINANCIAL CORP 2,200 $595K <0.01% 0 13F-HR Timeline Group BXM Wealth LLC More: the full row for BXM Wealth LLC 2,167 $587K 0.32% -325 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 2,129 $576K 0.01% -29,251 13F-HR Timeline Group COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,115 $572K <0.01% -801 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 2,095 $567K <0.01% +1,966 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 2,069 $560K 0.05% +924 13F-HR Timeline Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 2,060 $558K <0.01% +97 13F-HR Timeline Clear Harbor Asset Management, LLC More: the full row for Clear Harbor Asset Management, LLC 2,000 $541K 0.03% 0 13F-HR Timeline Bluespring Wealth Management, LLC More: the full row for Bluespring Wealth Management, LLC 2,000 $541K 0.01% new 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 2,000 $541K 0.01% 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 1,964 $532K 0.01% new 13F-HR Timeline Wealth Watch Advisors, INC More: the full row for Wealth Watch Advisors, INC 1,924 $521K 0.17% -49 13F-HR Timeline AlphaStar Capital Management, LLC More: the full row for AlphaStar Capital Management, LLC 1,864 $504K 0.03% +645 13F-HR Timeline Betterment LLC More: the full row for Betterment LLC 1,841 $498K <0.01% -147 13F-HR Timeline HighTower Advisors, LLC More: the full row for HighTower Advisors, LLC 1,778 $481K <0.01% -118 13F-HR Timeline New Perspectives, Inc More: the full row for New Perspectives, Inc 1,750 $474K 0.15% +200 13F-HR Timeline Silverleafe Capital Partners, LLC More: the full row for Silverleafe Capital Partners, LLC 1,742 $472K 0.13% +3 13F-HR Timeline Flavin Financial Services, Inc. More: the full row for Flavin Financial Services, Inc. 1,732 $469K 0.27% 0 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 1,715 $464K 0.09% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,651 $447K 0.01% -1 13F-HR Timeline KINGSWOOD WEALTH ADVISORS, LLC More: the full row for KINGSWOOD WEALTH ADVISORS, LLC 1,576 $427K 0.02% -874 13F-HR Timeline RAYMOND JAMES FINANCIAL INC in group RAYMOND JAMES FINANCIAL INC More: the full row for RAYMOND JAMES FINANCIAL INC 1,512 $409K <0.01% +100 13F-HR Timeline Group Beacon Pointe Advisors, LLC More: the full row for Beacon Pointe Advisors, LLC 1,492 $404K <0.01% -2,388 13F-HR Timeline CRA Financial Services, LLC More: the full row for CRA Financial Services, LLC 1,366 $370K 0.04% 0 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 1,353 $366K <0.01% +1,301 13F-HR Timeline Group Ellis Investment Partners, LLC More: the full row for Ellis Investment Partners, LLC 1,342 $363K 0.06% -318 13F-HR Timeline Ashton Thomas Private Wealth, LLC More: the full row for Ashton Thomas Private Wealth, LLC 1,293 $350K 0.01% new 13F-HR Timeline QTR Family Wealth, LLC More: the full row for QTR Family Wealth, LLC 1,211 $328K 0.11% new 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,159 $314K <0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,114 $302K <0.01% -184 13F-HR Timeline Trinity Legacy Partners, LLC More: the full row for Trinity Legacy Partners, LLC 1,080 $296K 0.06% -1,450 13F-HR Timeline GLENMEDE TRUST CO NA in group GLENMEDE TRUST CO NA More: the full row for GLENMEDE TRUST CO NA 1,080 $292K <0.01% new 13F-HR Timeline Group Headlands Technologies LLC More: the full row for Headlands Technologies LLC 1,076 $291K 0.03% new 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,061 $287K <0.01% -607 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,036 $281K <0.01% +380 13F-HR Timeline Ausdal Financial Partners, Inc. More: the full row for Ausdal Financial Partners, Inc. 1,024 $277K 0.01% new 13F-HR Timeline Onyx Bridge Wealth Group LLC More: the full row for Onyx Bridge Wealth Group LLC 1,010 $273K 0.02% -88 13F-HR Timeline Baird Financial Group, Inc. in group Baird Financial Group, Inc. More: the full row for Baird Financial Group, Inc. 1,007 $273K <0.01% new 13F-HR Timeline Group Members Advisory Group LLC More: the full row for Members Advisory Group LLC 1,001 $271K 0.08% new 13F-HR Timeline NorthRock Partners, LLC More: the full row for NorthRock Partners, LLC 1,000 $271K <0.01% -3,418 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 1,000 $271K 0.05% new 13F-HR/A Timeline Waverly Advisors, LLC More: the full row for Waverly Advisors, LLC 970 $263K <0.01% new 13F-HR Timeline CAPTRUST FINANCIAL ADVISORS More: the full row for CAPTRUST FINANCIAL ADVISORS 927 $251K <0.01% new 13F-HR Timeline APS Management Group, Inc. More: the full row for APS Management Group, Inc. 921 $249K 0.19% new 13F-HR Timeline Edgestream Partners, L.P. More: the full row for Edgestream Partners, L.P. 911 $247K 0.01% new 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 900 $244K <0.01% new 13F-HR Timeline BANTAMAC CAPITAL, LLC More: the full row for BANTAMAC CAPITAL, LLC 892 $241K 0.17% -645 13F-HR Timeline Iron Gate Global Advisors LLC More: the full row for Iron Gate Global Advisors LLC 886 $240K 0.02% new 13F-HR Timeline Belpointe Asset Management LLC More: the full row for Belpointe Asset Management LLC 846 $229K 0.01% new 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 800 $217K <0.01% new 13F-HR Timeline AE Wealth Management LLC More: the full row for AE Wealth Management LLC 792 $214K <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 784 $213K 0.08% +320 13F-HR Timeline Capital Investment Advisors, LLC More: the full row for Capital Investment Advisors, LLC 785 $212K <0.01% new 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 754 $204K 0.1% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 738 $200K 0.05% +1 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 662 $179K 0.04% +1 13F-HR Timeline EFG International AG in group EFG International AG More: the full row for EFG International AG 625 $169K <0.01% +95 13F-HR Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 504 $136K <0.01% +302 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 406 $110K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 6 $93.9K 0.01% new 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 339 $91.8K 2.24% -161 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 275 $74.4K 0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 200 $54.3K <0.01% -26 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 176 $47.7K <0.01% +38 13F-HR Timeline HALBERT HARGROVE GLOBAL ADVISORS, LLC More: the full row for HALBERT HARGROVE GLOBAL ADVISORS, LLC 167 $45.1K <0.01% -20 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 150 $40.6K 0.01% -125 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 150 $40.6K 0.02% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 136 $36.8K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 125 $34K <0.01% -200 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 70 $19.1K <0.01% new 13F-HR Timeline Morse Asset Management, Inc More: the full row for Morse Asset Management, Inc 50 $13.5K <0.01% -5 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 45 $12.2K <0.01% 0 13F-HR Timeline Strive Financial Group ,LLC More: the full row for Strive Financial Group ,LLC 37 $10.1K <0.01% 0 13F-HR/A Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 20 $5.31K <0.01% 0 13F-HR Timeline TORONTO DOMINION BANK in group TORONTO DOMINION BANK More: the full row for TORONTO DOMINION BANK 19 $5.22K <0.01% new 13F-HR Timeline Group PlanVest Financial, Inc More: the full row for PlanVest Financial, Inc 18 $4.87K <0.01% 0 13F-HR Timeline Tanglewood Legacy Advisors, LLC More: the full row for Tanglewood Legacy Advisors, LLC 16 $4.33K <0.01% +3 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 10 $2.71K <0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 10 $2.7K <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 9 $2.44K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 7 $1.93K <0.01% -24 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 5 $1.35K <0.01% 0 13F-HR Timeline MORGAN STANLEY in group MORGAN STANLEY More: the full row for MORGAN STANLEY 2 $800 <0.01% +1 13F-HR Timeline Group WELLS FARGO & COMPANY/MN in group WELLS FARGO & COMPANY/MN More: the full row for WELLS FARGO & COMPANY/MN 1 $345 <0.01% -1 13F-HR Timeline Group Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1 $277 <0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 0 $35 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios.