ALTFEST L J & CO INC More: the full row for ALTFEST L J & CO INC 10,293 $959K 0.11% +330 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 10,291 $959K 0.06% -435 13F-HR Timeline Westover Capital Advisors, LLC More: the full row for Westover Capital Advisors, LLC 10,247 $955K 0.17% 0 13F-HR Timeline Montecito Bank & Trust More: the full row for Montecito Bank & Trust 10,237 $954K 0.15% -93 13F-HR Timeline Analyst IMS Investment Management Servi… in group Analyst IMS Investment Manage… More: the full row for Analyst IMS Investment Management Services Ltd. 10,189 $949K 0.03% -600 13F-HR Timeline Group BAKER TILLY WEALTH MANAGEMENT, LLC More: the full row for BAKER TILLY WEALTH MANAGEMENT, LLC 10,175 $948K 0.23% +204 13F-HR Timeline Perennial Advisors, LLC More: the full row for Perennial Advisors, LLC 10,126 $944K 0.16% +4 13F-HR Timeline Pathfinder Wealth Consulting, Inc. 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More: the full row for First Fiduciary Investment Counsel, Inc. 10,070 $939K 0.18% 0 13F-HR Timeline Sendero Wealth Management, LLC More: the full row for Sendero Wealth Management, LLC 10,070 $939K 0.1% +244 13F-HR Timeline Three Magnolias Financial Advisors, LLC More: the full row for Three Magnolias Financial Advisors, LLC 10,057 $937K 0.58% 0 13F-HR Timeline LIGHTHOUSE FINANCIAL SERVICES INC /ADV More: the full row for LIGHTHOUSE FINANCIAL SERVICES INC /ADV 10,054 $937K 0.22% 13F-HR Timeline WALLED LAKE PLANNING & WEALTH MANAGEMEN… More: the full row for WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 10,034 $935K 0.3% +1,160 13F-HR Timeline HARMONY ASSET MANAGEMENT LLC More: the full row for HARMONY ASSET MANAGEMENT LLC 10,032 $935K 0.31% +2,198 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 9,989 $931K 0.56% +441 13F-HR Timeline Zuckerman Investment Group, LLC More: the full row for Zuckerman Investment Group, LLC 9,968 $929K 0.08% 0 13F-HR Timeline Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 9,966 $929K 0.29% +817 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 9,961 $928K 0.02% new 13F-HR Timeline WOODMONT INVESTMENT COUNSEL LLC More: the full row for WOODMONT INVESTMENT COUNSEL LLC 9,952 $928K 0.06% 0 13F-HR Timeline ASAHI LIFE ASSET MANAGEMENT CO., LTD. More: the full row for ASAHI LIFE ASSET MANAGEMENT CO., LTD. 9,951 $927K 0.52% -299 13F-HR Timeline 1900 WEALTH MANAGEMENT LLC More: the full row for 1900 WEALTH MANAGEMENT LLC 9,892 $922K 0.06% +271 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 9,881 $921K 0.11% -4,261 13F-HR Timeline Manske Wealth Management More: the full row for Manske Wealth Management 9,881 $921K 0.27% -40 13F-HR Timeline Indivisible Partners More: the full row for Indivisible Partners 9,870 $920K 0.1% 13F-HR Timeline Income Insurance Ltd More: the full row for Income Insurance Ltd 9,870 $920K 0.6% 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Beaton Management Co. Inc. More: the full row for Beaton Management Co. 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Shaheen & Associates DBA Whitney & Co 8,140 $759K 0.06% new 13F-HR Timeline Texas Capital Bank Wealth Management Se… More: the full row for Texas Capital Bank Wealth Management Services Inc 8,139 $759K 0.04% +3,580 13F-HR Timeline Peak Planning Group, LLC More: the full row for Peak Planning Group, LLC 8,126 $757K 0.21% +2,297 13F-HR Timeline RKL Wealth Management LLC More: the full row for RKL Wealth Management LLC 8,126 $757K 0.06% +148 13F-HR Timeline Fermata Advisors, LLC More: the full row for Fermata Advisors, LLC 8,117 $757K 0.18% +854 13F-HR Timeline KG Capital Management More: the full row for KG Capital Management 10,549 $756K 0.2% +502 13F-HR Timeline Hardy Reed LLC More: the full row for Hardy Reed LLC 8,112 $756K 0.05% +2,417 13F-HR Timeline Alliance Wealth Advisors, LLC /UT More: the full row for Alliance Wealth Advisors, LLC /UT 8,100 $755K 0.16% -1,652 13F-HR Timeline Icon Wealth Advisors, LLC More: the full row for Icon Wealth Advisors, LLC 8,093 $754K 0.05% +77 13F-HR Timeline Secure Asset Management, LLC More: the full row for Secure Asset Management, LLC 8,053 $751K 0.12% +653 13F-HR Timeline Old West Investment Management, LLC More: the full row for Old West Investment Management, LLC 8,037 $749K 0.13% 0 13F-HR Timeline WEST MICHIGAN ADVISORS, LLC More: the full row for WEST MICHIGAN ADVISORS, LLC 8,035 $749K 0.17% -180 13F-HR Timeline Plan A Wealth LLC More: the full row for Plan A Wealth LLC 8,011 $747K 0.37% -217 13F-HR Timeline Parkside Investments, LLC More: the full row for Parkside Investments, LLC 8,000 $746K 0.09% -2,000 13F-HR Timeline Inscription Capital, LLC More: the full row for Inscription Capital, LLC 7,982 $744K 0.08% +2,291 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 7,976 $743K 0.06% -268 13F-HR Timeline Group Brookwood Investment Group LLC More: the full row for Brookwood Investment Group LLC 7,973 $743K 0.09% new 13F-HR Timeline CONTRAVISORY INVESTMENT MANAGEMENT, INC. 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More: the full row for Institute for Wealth Management, LLC. 7,704 $718K 0.08% -131 13F-HR Timeline Elyxium Wealth, LLC More: the full row for Elyxium Wealth, LLC 7,687 $716K 0.21% -64 13F-HR Timeline Radnor Capital Management, LLC More: the full row for Radnor Capital Management, LLC 7,686 $716K 0.11% -1,564 13F-HR Timeline Sky Investment Group LLC More: the full row for Sky Investment Group LLC 7,680 $716K 0.12% -20 13F-HR Timeline Douglas Lane & Associates, LLC More: the full row for Douglas Lane & Associates, LLC 7,664 $714K 0.01% +606 13F-HR Timeline HOWE & RUSLING INC More: the full row for HOWE & RUSLING INC 7,649 $713K 0.05% +340 13F-HR Timeline Tactive Advisors, LLC More: the full row for Tactive Advisors, LLC 7,641 $712K 0.21% -248 13F-HR Timeline DKM Wealth Management, Inc. More: the full row for DKM Wealth Management, Inc. 7,618 $710K 0.53% +2 13F-HR Timeline Bouchey Financial Group, Ltd. 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