Addison Capital Co
255,000
AdvisorNet Financial, Inc
124,000
Albion Financial Group /ut
1,000
Asset Dedication, LLC
27,000
Atticus Wealth Management, Llc
0
Bfsg, Llc
51,000
Brookstone Capital Management
270,000
Centerpoint Advisors, LLC
0
Claro Advisors LLC
527,000
Compagnie Lombard Odier SCmA
0
Creative Planning
160,000
CRA Financial Services, LLC
47,000
Cwm, Llc
11,000
Dynamic Advisor Solutions LLC
47,000
Enzi Wealth
37,000
Fiduciary Alliance LLC
550,000
FinTrust Capital Advisors, LLC
27,000
Financial Perspectives, Inc
42,000
GoalFusion Wealth Management, LLC
80,000
Global Retirement Partners, LLC
1,300,000
Hantz Financial Services, Inc.
0
HighMark Wealth Management LLC
1,000
Horizon Kinetics Asset Management Llc
817,000
Howard Financial Services, Ltd.
29,000
Jackson, Grant Investment Advisers, Inc.
1,000
JBR Co Financial Management Inc
34,000
Johnson & White Wealth Management, LLC
0
KINETICS PORTFOLIOS TRUST – Kinetics Global Portfolio
100,100
KINETICS PORTFOLIOS TRUST – Kinetics Market Opportunities Portfolio
0
KINETICS PORTFOLIOS TRUST – Kinetics Paradigm Portfolio
0
KINETICS PORTFOLIOS TRUST – Kinetics Small Cap Portfolio
1,000
LexAurum Advisors, LLC
74,000
LifePro Asset Management
2,891,000
MADDEN SECURITIES Corp
34,000
Mather Group, Llc.
16,000
Modus Advisors, LLC
286,000
Moisand Fitzgerald Tamayo, LLC
0
Morton Capital Management LLC/CA
25,000
Nkcfo Llc
0
ORG Partners LLC
43,000
ORG Wealth Partners, LLC
0
Pachira Investments Inc.
440,000
Peoples Bank/KS
8,000
Perigon Wealth Management, LLC
60,000
Proequities, Inc.
0
Quattro Financial Advisors Llc
273,000
Requisite Capital Management, LLC
1,418,000
Richard W. Paul & Associates, LLC
1,677,000
RENN Fund, Inc.
0
Roble, Belko & Company, Inc
0
Seacrest Wealth Management, Llc
52,000
Simplicity Wealth, LLC
123,000
SJS Investment Consulting Inc.
148,000
Sloy Dahl & Holst, LLC
12,700,000
Smith Anglin Financial, LLC
90,000
SOA Wealth Advisors, LLC.
14,000
Sound Income Strategies, LLC
8,000
Strategic Advocates LLC
92,000
Stratos Wealth Partners, LTD.
30,000
Strong Tower Advisory Services
263,000
Tamar Securities, LLC
59,000
Templeton Global Income Fund
315,000
Tradition Wealth Management, LLC
141,000
Valeo Financial Advisors, LLC
42,000
VisionPoint Advisory Group, LLC
41,000
VitalStone Financial, LLC
16,000
Voya Prime Rate Trust
13,451,000
Wedmont Private Capital
30,000
Wolff Wiese Magana Llc
0
Zrc Wealth Management, Llc
31,000
- Latest
