ASHTON THOMAS SECURITIES, LLC More: the full row for ASHTON THOMAS SECURITIES, LLC 2,939 $770K 0.1% -16 13F-HR Timeline Aspire Growth Partners LLC More: the full row for Aspire Growth Partners LLC 2,936 $769K 0.53% +437 13F-HR Timeline Wellspring Financial Advisors, LLC More: the full row for Wellspring Financial Advisors, LLC 2,930 $767K 0.06% -637 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 2,923 $766K 0.53% 0 13F-HR Timeline Concentrum Wealth Management More: the full row for Concentrum Wealth Management 2,917 $764K 0.23% new 13F-HR Timeline PGIM Custom Harvest LLC in group PGIM INVESTMENTS LLC More: the full row for PGIM Custom Harvest LLC 2,916 $764K 0.01% +339 13F-HR Timeline Group Amplius Wealth Advisors, LLC More: the full row for Amplius Wealth Advisors, LLC 2,916 $764K 0.06% +7 13F-HR Timeline Ritter Daniher Financial Advisory LLC /… More: the full row for Ritter Daniher Financial Advisory LLC / DE 2,913 $763K 0.13% +28 13F-HR Timeline McLean Asset Management Corp More: the full row for McLean Asset Management Corp 2,908 $762K 0.13% +3 13F-HR Timeline CERTUITY, LLC More: the full row for CERTUITY, LLC 2,897 $759K 0.05% 0 13F-HR Timeline MATRIX PRIVATE CAPITAL GROUP LLC More: the full row for MATRIX PRIVATE CAPITAL GROUP LLC 2,897 $759K 0.37% -400 13F-HR Timeline Madison Asset Management, LLC in group Madison Asset Management, LLC More: the full row for Madison Asset Management, LLC 2,893 $758K 0.01% -52 13F-HR Timeline Group BECKER CAPITAL MANAGEMENT INC More: the full row for BECKER CAPITAL MANAGEMENT INC 2,892 $757K 0.02% -2,116 13F-HR Timeline Astoria Portfolio Advisors LLC. 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More: the full row for Capstone Wealth Management, Inc. 2,297 $608K 0.52% -36 13F-HR Timeline Gerber Kawasaki Wealth & Investment Man… More: the full row for Gerber Kawasaki Wealth & Investment Management 2,318 $607K 0.02% -57 13F-HR Timeline COMPASS CAPITAL MANAGEMENT, INC More: the full row for COMPASS CAPITAL MANAGEMENT, INC 2,317 $607K 0.04% -63 13F-HR Timeline SMITH CHAS P & ASSOCIATES PA CPAS in group SMITH CHAS P & ASSOCIATES PA … More: the full row for SMITH CHAS P & ASSOCIATES PA CPAS 2,312 $606K 0.03% -200 13F-HR Timeline Group BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 2,309 $605K 0.15% +1 13F-HR Timeline Francis Financial, Inc. 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More: the full row for Linscomb Wealth, Inc. 2,194 $575K 0.03% -98 13F-HR Timeline Cambridge Financial Group, LLC More: the full row for Cambridge Financial Group, LLC 2,191 $574K 0.19% -1,038 13F-HR Timeline CARRET ASSET MANAGEMENT, LLC More: the full row for CARRET ASSET MANAGEMENT, LLC 2,190 $574K 0.06% +2 13F-HR Timeline KEB ASSET MANAGEMENT, LLC More: the full row for KEB ASSET MANAGEMENT, LLC 2,185 $572K 0.11% -149 13F-HR Timeline WealthCare Investment Partners, LLC More: the full row for WealthCare Investment Partners, LLC 2,118 $564K 0.16% +6 13F-HR Timeline Benchmark Financial Wealth Advisors, LLC More: the full row for Benchmark Financial Wealth Advisors, LLC 2,149 $563K 0.16% -1 13F-HR Timeline BAR HARBOR WEALTH MANAGEMENT in group BAR HARBOR WEALTH MANAGEMENT More: the full row for BAR HARBOR WEALTH MANAGEMENT 2,146 $562K 0.03% +309 13F-HR Timeline Group IMG Wealth Management, Inc. 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More: the full row for Moors & Cabot, Inc. 2,087 $547K 0.02% -185 13F-HR Timeline Sequent Planning LLC More: the full row for Sequent Planning LLC 2,085 $546K 0.13% +104 13F-HR Timeline Vident Advisory, LLC in group Vident Advisory, LLC More: the full row for Vident Advisory, LLC 2,079 $545K <0.01% +177 13F-HR Timeline Group TPG Advisors LLC More: the full row for TPG Advisors LLC 2,073 $543K 0.34% +476 13F-HR Timeline Parcion Private Wealth LLC More: the full row for Parcion Private Wealth LLC 2,069 $542K 0.03% new 13F-HR Timeline FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,… More: the full row for FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 2,068 $542K 0.03% -3,240 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 2,062 $540K 0.16% -22 13F-HR Timeline 55 North Private Wealth, LLC More: the full row for 55 North Private Wealth, LLC 2,061 $540K 0.14% +5 13F-HR Timeline Urban Financial Advisory Corp More: the full row for Urban Financial Advisory Corp 2,060 $540K 0.19% +270 13F-HR Timeline Atlas Brown,Inc. More: the full row for Atlas Brown,Inc. 2,057 $539K 0.16% +907 13F-HR Timeline WAYSTONE ADVISORS LLC More: the full row for WAYSTONE ADVISORS LLC 2,056 $539K 0.48% -38 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 2,055 $538K 0.18% 0 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 2,054 $538K 0.05% +811 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,047 $536K 0.01% -284 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. FLORIDA FINANCIAL ADVISORS, LLC More: the full row for FLORIDA FINANCIAL ADVISORS, LLC 2,046 $536K 0.13% +276 13F-HR Timeline STEPHEN J. GARRY & ASSOCIATES, LLC More: the full row for STEPHEN J. GARRY & ASSOCIATES, LLC 2,041 $535K 0.43% 0 13F-HR Timeline Total Clarity Wealth Management, Inc. 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