Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 1,400 $13.4K 0.01% 0 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 1,061 $10.2K <0.01% +29 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,023 $9.79K <0.01% +199 13F-HR/A Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,000 $9.57K <0.01% -1,200 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 1,000 $9.57K 0.01% +250 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 826 $8.37K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 850 $8.13K 0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 764 $7.31K <0.01% +564 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 710 $6.79K <0.01% +654 13F-HR Timeline Group Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 700 $6.7K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 664 $6.36K <0.01% +391 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 661 $6.33K <0.01% +75 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 626 $5.99K <0.01% -197 13F-HR Timeline Group Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 600 $5.74K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 528 $5K <0.01% +443 13F-HR Timeline Group HARBOR CAPITAL ADVISORS, INC. More: the full row for HARBOR CAPITAL ADVISORS, INC. 474 $5K <0.01% -1,142 13F-HR Timeline OPTIMUM INVESTMENT ADVISORS More: the full row for OPTIMUM INVESTMENT ADVISORS 500 $4.79K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 469 $4.48K <0.01% -296 13F-HR Timeline Quarry LP More: the full row for Quarry LP 444 $4.25K <0.01% +395 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 395 $3.78K <0.01% 0 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 395 $3.78K <0.01% +320 13F-HR Timeline Group UMB Bank, n.a. More: the full row for UMB Bank, n.a. 394 $3.77K <0.01% new 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 348 $3.33K <0.01% +71 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 331 $3.17K <0.01% 0 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 325 $3.11K <0.01% -194 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 371 $3K <0.01% new 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 298 $2.85K <0.01% 0 13F-HR Timeline Group ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 290 $2.77K <0.01% +140 13F-HR Timeline West Branch Capital LLC More: the full row for West Branch Capital LLC 265 $2.54K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 259 $2.48K <0.01% 0 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 250 $2.39K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 172 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Allworth Financial LP More: the full row for Allworth Financial LP 144 $1.31K <0.01% -258 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 112 $1.07K <0.01% +60 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 125 $1K <0.01% +85 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 91 $1K <0.01% +24 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 97 $928 <0.01% 0 13F-HR Timeline Group First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 83 $794 <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 76 $702 <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 62 $593 <0.01% new 13F-HR Timeline Leonteq Securities AG More: the full row for Leonteq Securities AG 58 $555 <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 47 $458 <0.01% 0 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 40 $383 <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 40 $383 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 14 $134 <0.01% new 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -900 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.