Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 1,150 $136K 0.01% 0 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 1,100 $130K <0.01% -3,173 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 1,072 $127K <0.01% -657 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,003 $119K 0.02% 0 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 994 $118K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 970 $115K <0.01% +554 13F-HR Timeline Group Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 960 $113K <0.01% new 13F-HR Timeline Group Quent Capital, LLC More: the full row for Quent Capital, LLC 952 $113K 0.01% +543 13F-HR Timeline Intesa Sanpaolo S.p.A. in group Intesa Sanpaolo S.p.A. More: the full row for Intesa Sanpaolo S.p.A. 932 $110K <0.01% -880 13F-HR Timeline Group Fulcrum Asset Management LLP More: the full row for Fulcrum Asset Management LLP 949 $108K 0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 907 $107K 0.01% -407 13F-HR Timeline CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 886 $105K <0.01% -2 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 870 $103K 0.01% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 826 $97.6K <0.01% -44 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 822 $97.2K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 788 $93.2K 0.02% +146 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 822 $92.7K <0.01% 0 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 707 $83.6K <0.01% 0 13F-HR Timeline Quantum Portfolio Management LLC More: the full row for Quantum Portfolio Management LLC 682 $80.6K 0.03% new 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 659 $77.9K 0.02% 0 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 656 $77.5K 0.02% -390 13F-HR Timeline Friedenthal Financial More: the full row for Friedenthal Financial 647 $76.5K 0.04% new 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 621 $73.4K 0.02% 0 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 608 $71.9K <0.01% +5 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 600 $71K 0.02% 0 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 586 $69.3K <0.01% +5 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 551 $65.1K 0.01% +17 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 510 $60.3K 0.03% +146 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 477 $56.4K 0.04% -30 13F-HR Timeline Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 461 $54.5K 0.02% -6,863 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 455 $53.8K <0.01% -32,824 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 450 $53.2K 0.01% 0 13F-HR Timeline Deseret Mutual Benefit Administrators More: the full row for Deseret Mutual Benefit Administrators 449 $53.1K 0.02% -83 13F-HR Timeline SFAM, LLC More: the full row for SFAM, LLC 432 $51.1K 0.04% 0 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 409 $48.3K 0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 404 $47.8K <0.01% +46 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Institute for Wealth Management, LLC. More: the full row for Institute for Wealth Management, LLC. 400 $47.3K <0.01% new 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 396 $46.8K 0.03% 0 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 378 $44.7K 0.02% -16 13F-HR Timeline Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 353 $41.7K <0.01% +353 13F-HR Timeline Group Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 346 $40.9K <0.01% 0 13F-HR Timeline Group WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 332 $38K <0.01% -25 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 317 $37.5K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 285 $33.7K 0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 274 $32.4K <0.01% +28 13F-HR Timeline Silvant Capital Management LLC More: the full row for Silvant Capital Management LLC 270 $31.9K <0.01% new 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 260 $30.7K <0.01% +53 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 248 $29.3K <0.01% +25 13F-HR Timeline 1 NORTH WEALTH SERVICES LLC More: the full row for 1 NORTH WEALTH SERVICES LLC 246 $29.1K 0.01% 0 13F-HR Timeline PINNEY & SCOFIELD, INC. More: the full row for PINNEY & SCOFIELD, INC. 225 $26.6K 0.01% +86 13F-HR Timeline Alpine Bank Wealth Management in group Alpine Bank Wealth Management More: the full row for Alpine Bank Wealth Management 224 $26.5K <0.01% new 13F-HR Timeline Group CVA Family Office, LLC More: the full row for CVA Family Office, LLC 211 $24.9K <0.01% +58 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 210 $24.8K <0.01% 0 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 206 $24K <0.01% -6 13F-HR Timeline TRUST CO OF TOLEDO NA /OH/ More: the full row for TRUST CO OF TOLEDO NA /OH/ 201 $23.8K <0.01% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 207 $23.6K <0.01% 0 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 195 $23.2K <0.01% new 13F-HR Timeline Group FIDUCIARY FINANCIAL ADVISORS More: the full row for FIDUCIARY FINANCIAL ADVISORS 196 $22.9K <0.01% new 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 193 $22.8K <0.01% +7 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 193 $22.8K <0.01% -27 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 183 $21.6K <0.01% +142 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 182 $21.5K <0.01% -26 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 178 $21K <0.01% -129 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 171 $20.2K <0.01% 0 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 150 $17.7K <0.01% 0 13F-HR Timeline Group Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 146 $17.3K <0.01% -25 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 141 $16.7K <0.01% 0 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 134 $15.8K <0.01% 0 13F-HR Timeline Buck Wealth Strategies, LLC More: the full row for Buck Wealth Strategies, LLC 133 $15.7K <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 125 $15.5K <0.01% -27 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 124 $14.7K <0.01% +7 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 121 $14.3K <0.01% +5 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 125 $14.1K <0.01% -2 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 116 $13.7K <0.01% +86 13F-HR Timeline Group COUNTRY TRUST BANK More: the full row for COUNTRY TRUST BANK 108 $12.8K <0.01% 0 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 108 $12.8K <0.01% 0 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 107 $12.6K <0.01% new 13F-HR/A Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 107 $12.6K <0.01% 0 13F-HR Timeline Silver Grove Financial Group, Inc. More: the full row for Silver Grove Financial Group, Inc. 106 $12.5K 0.01% new 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 100 $12K <0.01% +30 13F-HR Timeline MCDONALD PARTNERS LLC More: the full row for MCDONALD PARTNERS LLC 100 $11.8K <0.01% new 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 100 $11.8K <0.01% -5 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 100 $11.8K <0.01% +94 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 100 $11.8K <0.01% -300 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 95 $11.2K <0.01% +11 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 94 $11.1K <0.01% +8 13F-HR Timeline Owl Creek Wealth Partners LLC More: the full row for Owl Creek Wealth Partners LLC 92 $10.9K <0.01% +1 13F-HR Timeline IFG Advisory, LLC More: the full row for IFG Advisory, LLC 92 $10.9K <0.01% new 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 90 $10.6K <0.01% +3 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 87 $10.3K <0.01% 0 13F-HR Timeline First Pacific Financial More: the full row for First Pacific Financial 86 $10.2K <0.01% 0 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 89 $10K <0.01% -13 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 78 $9.22K <0.01% 0 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 68 $8.04K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 67 $7.92K <0.01% -173 13F-HR Timeline Markowski Investments More: the full row for Markowski Investments 65 $7.68K <0.01% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 64 $7.57K <0.01% +5 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 64 $7.57K <0.01% -22 13F-HR Timeline Group Grove Bank & Trust More: the full row for Grove Bank & Trust 62 $7.33K <0.01% 0 13F-HR Timeline Phillip James Consulting Co. More: the full row for Phillip James Consulting Co. 62 $7.33K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 60 $7.09K 0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 58 $6.86K <0.01% -75 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 54 $6.38K <0.01% 0 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 53 $6.26K <0.01% +17 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 50 $5.91K <0.01% 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 47 $5.56K <0.01% 0 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 47 $5.52K <0.01% -2 13F-HR Timeline Group Align Financial, LLC More: the full row for Align Financial, LLC 45 $5.32K <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 43 $5.08K <0.01% -4 13F-HR Timeline S&T Bank/PA More: the full row for S&T Bank/PA 40 $4.73K <0.01% -30 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 38 $4.49K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 37 $4.37K <0.01% +11 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 35 $4.14K <0.01% +10 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 35 $4.14K <0.01% 0 13F-HR Timeline Creative Capital Management Investments… More: the full row for Creative Capital Management Investments LLC 35 $4.14K <0.01% new 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 34 $4.02K <0.01% +10 13F-HR Timeline WEST PACES ADVISORS INC. More: the full row for WEST PACES ADVISORS INC. 33 $3.9K <0.01% new 13F-HR Timeline J.Safra Asset Management Corp More: the full row for J.Safra Asset Management Corp 32 $3.78K <0.01% -28 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 32 $3.78K <0.01% +25 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 32 $3.78K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 31 $3.69K <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 31 $3.67K <0.01% +10 13F-HR Timeline GILPIN WEALTH MANAGEMENT, LLC More: the full row for GILPIN WEALTH MANAGEMENT, LLC 30 $3.55K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 30 $3.55K <0.01% new 13F-HR Timeline Group Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 30 $3.55K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 30 $3.55K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 29 $3.43K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 27 $3.19K <0.01% +1 13F-HR Timeline United Financial Planning Group LLC More: the full row for United Financial Planning Group LLC 27 $3.19K <0.01% 0 13F-HR Timeline Ares Financial Consulting, LLC More: the full row for Ares Financial Consulting, LLC 25 $2.96K <0.01% 0 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 24 $2.84K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 24 $2.84K <0.01% new 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 24 $2.84K <0.01% -5 13F-HR Timeline William B. Walkup & Associates, Inc. More: the full row for William B. Walkup & Associates, Inc. 22 $2.71K <0.01% new 13F-HR Timeline BOYD WATTERSON ASSET MANAGEMENT LLC/OH More: the full row for BOYD WATTERSON ASSET MANAGEMENT LLC/OH 22 $2.6K <0.01% 0 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 22 $2.6K <0.01% +14 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 22 $2.6K <0.01% +6 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 22 $2.6K <0.01% -3 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 20 $2.37K <0.01% -60 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 20 $2.37K <0.01% +11 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 18 $2.13K <0.01% -1 13F-HR/A Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 17 $2.07K <0.01% +10 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 16 $1.89K <0.01% 0 13F-HR Timeline Synergy Investment Management, LLC More: the full row for Synergy Investment Management, LLC 17 $1.83K <0.01% +16 13F-HR Timeline MidFirst Bank More: the full row for MidFirst Bank 15 $1.77K <0.01% new 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 13 $1.54K <0.01% -211 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 13 $1.54K <0.01% +3 13F-HR Timeline Three Bearings Fiduciary Advisors, Inc. More: the full row for Three Bearings Fiduciary Advisors, Inc. 13 $1.54K <0.01% 0 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 13 $1.54K <0.01% 0 13F-HR Timeline Oakmont Advisory Group, LLC More: the full row for Oakmont Advisory Group, LLC 13 $1.48K <0.01% new 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 12 $1.35K <0.01% +4 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 10 $1.18K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 10 $1.18K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 10 $1.18K <0.01% new 13F-HR Timeline BARTLETT & CO. WEALTH MANAGEMENT LLC More: the full row for BARTLETT & CO. WEALTH MANAGEMENT LLC 9 $1.06K <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 9 $1.06K <0.01% -4 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 9 $1.06K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 15 $1K <0.01% +8 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 8 $946 <0.01% -1 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 8 $946 <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 7 $828 <0.01% -20 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 7 $828 <0.01% +2 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 7 $828 <0.01% 0 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 7 $827 <0.01% +2 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 7 $827 <0.01% +5 13F-HR Timeline Planning Strategies Inc. More: the full row for Planning Strategies Inc. 7 $827 <0.01% 13F-HR Timeline MOTCO More: the full row for MOTCO 4 $473 <0.01% new 13F-HR Timeline Strengthening Families & Communities, L… More: the full row for Strengthening Families & Communities, LLC 4 $473 <0.01% new 13F-HR Timeline WestEnd Advisors, LLC More: the full row for WestEnd Advisors, LLC 3 $355 <0.01% 0 13F-HR Timeline Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 3 $355 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 2 $237 <0.01% new 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 2 $236 <0.01% new 13F-HR Timeline MARYLAND CAPITAL ADVISORS INC. More: the full row for MARYLAND CAPITAL ADVISORS INC. 1 $119 <0.01% 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $119 <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 1 $118 <0.01% new 13F-HR Timeline Navigoe, LLC More: the full row for Navigoe, LLC 8 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CKW FINANCIAL GROUP More: the full row for CKW FINANCIAL GROUP 1 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 29,163 $3.45B -3,045 13F-HR Timeline Group Value about 1,000 times the price other filers imply, kept as filed and left out of ratios.