DMC Group, LLC More: the full row for DMC Group, LLC 7,818 $269K 0.22% new 13F-HR Timeline INDEPENDENT FINANCIAL GROUP, LLC More: the full row for INDEPENDENT FINANCIAL GROUP, LLC 7,765 $267K 0.01% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 7,649 $263K <0.01% new 13F-HR Timeline Cornerstone Advisory, LLC More: the full row for Cornerstone Advisory, LLC 8,121 $256K 0.03% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 7,276 $251K 0.01% +5,216 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 7,251 $250K <0.01% new 13F-HR Timeline Group Quantitative Investment Management, LLC More: the full row for Quantitative Investment Management, LLC 7,237 $249K 0.02% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 7,214 $248K <0.01% new 13F-HR Timeline Kaizen Financial Strategies More: the full row for Kaizen Financial Strategies 7,033 $242K 0.14% new 13F-HR Timeline SteelPeak Wealth, LLC More: the full row for SteelPeak Wealth, LLC 6,743 $232K 0.01% new 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 6,642 $229K <0.01% new 13F-HR/A Timeline SEI INVESTMENTS CO in group SEI INVESTMENTS CO More: the full row for SEI INVESTMENTS CO 6,615 $228K <0.01% new 13F-HR Timeline Group MONETA GROUP INVESTMENT ADVISORS LLC More: the full row for MONETA GROUP INVESTMENT ADVISORS LLC 6,586 $227K <0.01% new 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 6,563 $226K 0.13% -15,374 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 6,501 $224K 0.01% new 13F-HR Timeline DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 6,056 $209K <0.01% new 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 6,036 $208K <0.01% -191 13F-HR Timeline Group Prospera Financial Services Inc More: the full row for Prospera Financial Services Inc 6,036 $208K <0.01% new 13F-HR Timeline Marathon Trading Investment Management … in group Marathon Trading Investment M… More: the full row for Marathon Trading Investment Management LLC 6,032 $208K 0.03% new 13F-HR Timeline Group US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 6,013 $207K <0.01% -458 13F-HR Timeline Group KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 4,878 $168K <0.01% +1,285 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 4,860 $167K 0.01% +2,604 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 4,616 $159K <0.01% +1,906 13F-HR Timeline Group Transcendent Capital Group LLC More: the full row for Transcendent Capital Group LLC 4,500 $155K 0.08% +1,425 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 4,436 $153K 0.02% 0 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 3,809 $131K <0.01% -242 13F-HR Timeline Group AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,773 $130K <0.01% +873 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 3,000 $106K <0.01% new 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 2,999 $103K <0.01% -489 13F-HR Timeline Group HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2,934 $101K <0.01% -116 13F-HR Timeline Ameliora Wealth Management Ltd. More: the full row for Ameliora Wealth Management Ltd. 2,830 $97.4K 0.04% new 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 2,776 $94K <0.01% new 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 2,695 $92.8K <0.01% -17,748 13F-HR Timeline Group Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 2,500 $86.1K 0.05% 0 13F-HR Timeline IMG Wealth Management, Inc. More: the full row for IMG Wealth Management, Inc. 2,261 $77.8K 0.07% 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 2,274 $76.5K <0.01% 0 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,128 $70.9K <0.01% +560 13F-HR Timeline Group ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 2,000 $68.9K 0.01% 0 13F-HR Timeline SWAN Capital LLC More: the full row for SWAN Capital LLC 2,000 $68.9K 0.03% -15 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 2,000 $68.9K 0.04% 0 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,983 $68.3K <0.01% +100 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 1,968 $67.8K 0.03% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 1,900 $65.4K <0.01% +200 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 1,840 $63.4K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,832 $63.1K <0.01% +150 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,662 $57.2K <0.01% -221 13F-HR/A Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 1,642 $56.5K <0.01% -180 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,477 $50.9K <0.01% +893 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 1,459 $50.2K 0.05% 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,381 $47.5K <0.01% -69 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 1,367 $47.1K <0.01% +968 13F-HR/A Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,322 $45.5K <0.01% +555 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 1,300 $44.8K <0.01% 0 13F-HR Timeline Group Leonteq Securities AG More: the full row for Leonteq Securities AG 1,283 $44.2K <0.01% -4,566 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 1,251 $43.1K <0.01% new 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 1,131 $39K <0.01% -50 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,115 $38.4K <0.01% +1,014 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,097 $37.8K <0.01% -955 13F-HR Timeline Raiffeisen Bank International AG in group Raiffeisen Bank International… More: the full row for Raiffeisen Bank International AG 1,032 $36.5K <0.01% 13F-HR Timeline Group Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 1,034 $36K <0.01% new 13F-HR Timeline Group JTC Employer Solutions Trustee Ltd More: the full row for JTC Employer Solutions Trustee Ltd 1,029 $36K <0.01% 0 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,000 $34.4K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 1,000 $34.4K <0.01% 0 13F-HR Timeline Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 1,000 $34.4K <0.01% -9,000 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 1,000 $34.4K 0.02% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $34K 0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 960 $33.1K <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 960 $33.1K 0.03% 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 909 $31.3K <0.01% +456 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 897 $30.9K 0.04% 13F-HR Timeline R Squared Ltd More: the full row for R Squared Ltd 830 $28.6K 0.03% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 800 $27.5K 0.01% +400 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 741 $25.5K <0.01% 0 13F-HR Timeline Castleview Partners, LLC More: the full row for Castleview Partners, LLC 700 $24.3K 0.01% -50 13F-HR/A Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 650 $22.4K <0.01% -20 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 579 $19.9K <0.01% new 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 550 $18.9K <0.01% +150 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 500 $17.2K <0.01% new 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 500 $17.2K 0.01% 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 444 $15.7K <0.01% +277 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 442 $15.2K <0.01% +373 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 442 $15.2K 0.01% 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 446 $15K 0.01% +1 13F-HR Timeline Pathway Financial Advisers, LLC More: the full row for Pathway Financial Advisers, LLC 365 $12.6K <0.01% -8,479 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 361 $12.4K <0.01% +284 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 349 $12K <0.01% -4 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 334 $11.5K <0.01% -1,310 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 330 $11.4K 0.01% 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 300 $10.3K <0.01% 0 13F-HR Timeline Group Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 300 $10.3K <0.01% 0 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 290 $9.98K <0.01% +100 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 287 $9.88K <0.01% -207 13F-HR Timeline Group Decker Retirement Planning Inc. More: the full row for Decker Retirement Planning Inc. 270 $9.3K 0.01% 13F-HR Timeline Ulland Investment Advisors, LLC More: the full row for Ulland Investment Advisors, LLC 260 $9K 0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 243 $8.37K <0.01% +60 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 200 $6.89K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Graney & King, LLC More: the full row for Graney & King, LLC 200 $6.89K 0.01% 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 219 $6.78K 0.01% new 13F-HR Timeline Capital A Wealth Management, LLC More: the full row for Capital A Wealth Management, LLC 177 $6.09K 0.01% 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 175 $6.03K <0.01% 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 170 $5.85K <0.01% -126 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 175 $5.49K <0.01% 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 155 $5.34K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 150 $5K <0.01% 0 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 137 $4.72K <0.01% +108 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 131 $4.51K <0.01% 0 13F-HR Timeline Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 123 $4.34K <0.01% +29 13F-HR Timeline Painted Porch Advisors LLC More: the full row for Painted Porch Advisors LLC 126 $4.34K <0.01% +56 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 123 $4.24K <0.01% 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 120 $4.13K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 112 $3.86K <0.01% +28 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 109 $3.85K <0.01% 0 13F-HR Timeline Riggs Asset Managment Co. Inc. More: the full row for Riggs Asset Managment Co. Inc. 100 $3.53K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 100 $3.44K <0.01% +25 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 100 $3.44K <0.01% 0 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 100 $3.44K <0.01% 0 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 100 $3.44K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 100 $3.44K <0.01% 0 13F-HR Timeline Bear Mountain Capital, Inc. More: the full row for Bear Mountain Capital, Inc. 96 $3.27K <0.01% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 100 $3K <0.01% 0 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 75 $2.58K <0.01% new 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 75 $2.58K <0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 75 $2.58K <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 70 $2.41K <0.01% +50 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 70 $2.41K <0.01% -190 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 63 $2.17K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 62 $2.13K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 50 $2K <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Quarry LP More: the full row for Quarry LP 58 $2K <0.01% +32 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 54 $1.86K <0.01% +20 13F-HR Timeline OLIVER LAGORE VANVALIN INVESTMENT GROUP More: the full row for OLIVER LAGORE VANVALIN INVESTMENT GROUP 50 $1.72K <0.01% +50 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 50 $1.72K <0.01% 0 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 50 $1.72K <0.01% 0 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 50 $1.72K <0.01% 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 50 $1.72K <0.01% 0 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 50 $1.72K <0.01% 0 13F-HR Timeline IFS Advisors, LLC More: the full row for IFS Advisors, LLC 50 $1.72K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 41 $1.41K <0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 40 $1.38K <0.01% 0 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 39 $1.34K <0.01% -27 13F-HR Timeline Group SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 33 $1.14K <0.01% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 31 $1.07K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 39 $1K <0.01% 0 13F-HR Timeline PayPay Securities Corp More: the full row for PayPay Securities Corp 27 $930 0.04% +12 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 20 $689 <0.01% new 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 18 $620 <0.01% -1,363 13F-HR Timeline Fairscale Capital, LLC More: the full row for Fairscale Capital, LLC 17 $585 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 15 $516 <0.01% -146 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 15 $516 <0.01% 0 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 14 $482 <0.01% 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 13 $448 <0.01% new 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 10 $345 <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 10 $344 <0.01% -250 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 5 $172 <0.01% 0 13F-HR Timeline CAPITAL & PLANNING, LLC More: the full row for CAPITAL & PLANNING, LLC 5 $172 <0.01% 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 4 $138 <0.01% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 4 $138 <0.01% 0 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 3 $104 <0.01% new 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 3 $103 <0.01% 0 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $69 <0.01% new 13F-HR Timeline Legacy Investment Solutions, LLC More: the full row for Legacy Investment Solutions, LLC 2 $67 <0.01% 0 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 2 $67 <0.01% 0 13F-HR Timeline Group MCF Advisors LLC More: the full row for MCF Advisors LLC 1 $35 <0.01% 0 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1 $35 <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 1 $34 <0.01% new 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 0 $7 <0.01% new 13F-HR Timeline Amount filed as zero, left out of ratios. Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Migdal Insurance & Financial Holdings L… in group Migdal Insurance & Financial … More: the full row for Migdal Insurance & Financial Holdings Ltd. 7 $0 0% -34 13F-HR Timeline Group Value filed as zero, left out of ratios. Hemington Wealth Management More: the full row for Hemington Wealth Management 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.