NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 42 $4.36K <0.01% 0 13F-HR Timeline Neo Ivy Capital Management More: the full row for Neo Ivy Capital Management 42 $4.36K <0.01% new 13F-HR Timeline HOEY INVESTMENTS, INC More: the full row for HOEY INVESTMENTS, INC 39 $4.05K <0.01% 0 13F-HR Timeline WASHINGTON TRUST Co More: the full row for WASHINGTON TRUST Co 38 $3.95K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 35 $3.63K <0.01% +1 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $3.53K <0.01% +7 13F-HR Timeline LRI Investments, LLC More: the full row for LRI Investments, LLC 34 $3.53K <0.01% 0 13F-HR Timeline TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 28 $2.91K <0.01% +27 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 26 $2.7K <0.01% new 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 25 $2.6K <0.01% new 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 23 $2.39K <0.01% -2 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 22 $2.28K <0.01% -86 13F-HR Timeline Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 20 $2.08K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 23 $2K <0.01% -23 13F-HR Timeline OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 21 $2K <0.01% new 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 17 $2K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. OAKWORTH CAPITAL, INC. More: the full row for OAKWORTH CAPITAL, INC. 19 $1.97K <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 19 $1.97K <0.01% +1 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 19 $1.97K <0.01% 0 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 20 $1.92K <0.01% +6 13F-HR Timeline Group Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $1.76K <0.01% 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 15 $1.56K <0.01% -1 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 14 $1.45K <0.01% -42 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 13 $1.35K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 4 $1.35K <0.01% -9 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 11 $1.14K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 11 $1.14K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 11 $1.14K <0.01% +6 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 10 $1.03K <0.01% -10 13F-HR Timeline CX Institutional More: the full row for CX Institutional 13 $1K <0.01% new 13F-HR Timeline MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 9 $935 <0.01% 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $831 <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 6 $623 <0.01% +4 13F-HR Timeline Garde Capital, Inc. More: the full row for Garde Capital, Inc. 5 $520 <0.01% new 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 5 $516 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 4 $416 <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 4 $416 <0.01% 0 13F-HR/A Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 4 $416 <0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 3 $311 <0.01% -3 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $311 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $303 <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 2 $208 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $208 <0.01% 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $207 <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 1 $104 <0.01% 0 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 1 $104 <0.01% new 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1 $104 <0.01% new 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 1 $103 <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 4 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -1,187 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 0 $0 0% 0 13F-HR Timeline Group Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.