RAELIPSKIE PARTNERSHIP More: the full row for RAELIPSKIE PARTNERSHIP 1,800 $25.8K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 1,799 $25.7K 0.01% 13F-HR Timeline ATLAS CAPITAL ADVISORS INC. More: the full row for ATLAS CAPITAL ADVISORS INC. 1,786 $25.6K <0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 1,652 $23.6K 0.01% +26 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 1,651 $23.6K <0.01% 0 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 1,509 $21.6K <0.01% +142 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,498 $21.4K 0.01% 0 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,493 $21.4K 0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 1,484 $21.2K <0.01% -83 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,374 $19.6K 0.01% new 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 1,203 $17.2K <0.01% -13,382 13F-HR Timeline MOTCO More: the full row for MOTCO 1,200 $17.2K <0.01% 0 13F-HR Timeline Washington Trust Advisors, Inc. More: the full row for Washington Trust Advisors, Inc. 1,200 $17.2K <0.01% 0 13F-HR Timeline BIRCHBROOK, INC. More: the full row for BIRCHBROOK, INC. 1,200 $17.2K 0.01% 0 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 1,192 $17.1K <0.01% 0 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 1,015 $14.5K <0.01% +849 13F-HR Timeline Group Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 965 $13.8K <0.01% 0 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 700 $13K <0.01% 0 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 813 $11.6K <0.01% -39 13F-HR Timeline Group SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 784 $11.2K <0.01% 0 13F-HR/A Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 748 $10.7K <0.01% 0 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 748 $10.7K <0.01% 0 13F-HR Timeline UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 700 $10K <0.01% 0 13F-HR Timeline Eagle Bay Advisors LLC More: the full row for Eagle Bay Advisors LLC 590 $8.44K 0.01% 0 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 600 $8K 0.01% new 13F-HR Timeline NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 529 $7.57K <0.01% -406 13F-HR Timeline Group Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 474 $6.78K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 459 $6.57K <0.01% 0 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 448 $6.41K <0.01% +432 13F-HR Timeline Group Smithfield Trust Co More: the full row for Smithfield Trust Co 606 $6K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 383 $5.48K <0.01% +11 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 358 $5K <0.01% new 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 346 $4.95K <0.01% -186 13F-HR Timeline Ruedi Wealth Management, Inc. More: the full row for Ruedi Wealth Management, Inc. 312 $4.46K <0.01% 0 13F-HR Timeline CREDIT AGRICOLE S A in group CREDIT AGRICOLE S A More: the full row for CREDIT AGRICOLE S A 303 $4.34K <0.01% 0 13F-HR Timeline Group Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 302 $4.32K <0.01% -852 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 300 $4.29K <0.01% 0 13F-HR Timeline FLP Wealth Management, LLC More: the full row for FLP Wealth Management, LLC 300 $4.29K 0.01% 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 280 $4.01K <0.01% 0 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 273 $3.91K -11,585 Timeline NFSG Corp More: the full row for NFSG Corp 260 $3.72K <0.01% new 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 260 $3.72K <0.01% 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 259 $3.71K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 234 $3.35K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 232 $3.32K <0.01% -1,350 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 217 $3.1K <0.01% +189 13F-HR Timeline TD Capital Management LLC More: the full row for TD Capital Management LLC 200 $2.86K <0.01% 0 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 200 $2.86K <0.01% 0 13F-HR Timeline MATHER GROUP, LLC. More: the full row for MATHER GROUP, LLC. 190 $2.72K <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 169 $2.42K <0.01% 0 13F-HR Timeline Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 160 $2.29K <0.01% 0 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 150 $2.15K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 146 $2.06K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 134 $1.92K <0.01% 0 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 132 $1.89K <0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 129 $1.85K <0.01% -81,812 13F-HR Timeline SIERRA OCEAN, LLC More: the full row for SIERRA OCEAN, LLC 112 $1.6K <0.01% 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 96 $1.37K <0.01% -184 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 90 $1.29K <0.01% 0 13F-HR Timeline Creekmur Asset Management LLC More: the full row for Creekmur Asset Management LLC 74 $1.06K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 61 $873 <0.01% -8 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 59 $844 <0.01% 0 13F-HR Timeline Group Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 27 $386 <0.01% 0 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 19 $282 0.03% -19,729 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 15 $215 <0.01% 0 13F-HR Timeline Group GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 11 $157 <0.01% new 13F-HR/A Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 11 $157 <0.01% new 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 9 $129 <0.01% 0 13F-HR Timeline Group WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 0 $5 <0.01% -94 13F-HR Timeline Amount filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 0% 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.