AMALGAMATED BANK More: the full row for AMALGAMATED BANK 4,594 $104K <0.01% +16 13F-HR Timeline Future Financial Wealth Managment LLC More: the full row for Future Financial Wealth Managment LLC 4,000 $91K 0.07% 0 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 3,556 $85.6K <0.01% +36 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 3,563 $81K 0.01% +81 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 2,584 $58.8K 0.02% -1,200 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 2,311 $52.6K <0.01% -1,910 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2,200 $50K 0.01% 0 13F-HR/A Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 2,180 $50K 0.01% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 2,189 $49.8K <0.01% new 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 2,366 $48K <0.01% -6 13F-HR Timeline Group ORG Partners LLC More: the full row for ORG Partners LLC 2,175 $47.5K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 2,000 $45.5K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 2,000 $45.5K 0.02% 0 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 1,869 $42.5K <0.01% -1,305 13F-HR Timeline TrinityBridge Ltd More: the full row for TrinityBridge Ltd 1,810 $41K <0.01% +760 13F-HR Timeline Financial Gravity Asset Management, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Asset Management, Inc. 1,783 $40.5K 0.01% 13F-HR Timeline Group DELTA ASSET MANAGEMENT LLC/TN More: the full row for DELTA ASSET MANAGEMENT LLC/TN 1,600 $36.4K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 1,559 $35.5K <0.01% +1,240 13F-HR/A Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 1,459 $33.2K <0.01% +88 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,390 $31.6K <0.01% +450 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 1,361 $30.9K 0.02% -189 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 1,321 $30K <0.01% +505 13F-HR Timeline BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC More: the full row for BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1,200 $27.3K 0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 1,100 $25K <0.01% +50 13F-HR Timeline TSFG, LLC More: the full row for TSFG, LLC 1,000 $23K <0.01% new 13F-HR Timeline COMERICA BANK More: the full row for COMERICA BANK 1,000 $22.7K <0.01% 0 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 1,000 $22.7K <0.01% new 13F-HR Timeline Optiver Holding B.V. in group Optiver Holding B.V. More: the full row for Optiver Holding B.V. 883 $20.1K <0.01% -217 13F-HR Timeline Group Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 865 $19.7K <0.01% +847 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 808 $18.4K <0.01% 0 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 900 $18K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 772 $17.6K <0.01% new 13F-HR Timeline CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 759 $17K <0.01% -93 13F-HR Timeline Group Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 722 $16.4K <0.01% +22 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 660 $15K 0.01% +225 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 573 $13K 0.01% +552 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 563 $12.8K <0.01% +216 13F-HR Timeline Group Moser Wealth Advisors, LLC More: the full row for Moser Wealth Advisors, LLC 500 $11.4K 0.01% 0 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/ 496 $11.2K <0.01% -348,663 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 420 $9.55K <0.01% -8 13F-HR Timeline Group HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 400 $9K <0.01% +300 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 388 $8.82K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 328 $7.46K <0.01% +234 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 314 $7.14K <0.01% -311 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 300 $6.82K <0.01% -800 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 300 $6.82K <0.01% new 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 285 $6.48K <0.01% +100 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 283 $6.43K <0.01% new 13F-HR Timeline MILLER WEALTH ADVISORS, LLC More: the full row for MILLER WEALTH ADVISORS, LLC 273 $6.21K <0.01% 0 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 275 $6K <0.01% +65 13F-HR Timeline Group Brooklyn Investment Group More: the full row for Brooklyn Investment Group 253 $5.75K <0.01% -188 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 237 $5.39K <0.01% new 13F-HR Timeline Financial Connections Group, Inc. More: the full row for Financial Connections Group, Inc. 250 $5K <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 212 $4.82K <0.01% -3 13F-HR Timeline Group West Financial Advisors, LLC More: the full row for West Financial Advisors, LLC 200 $4.55K <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 195 $4.43K <0.01% +65 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 176 $4K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 170 $3.71K <0.01% +107 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 163 $3.71K <0.01% +15 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 161 $3.66K <0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 150 $3.61K <0.01% +104 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 3 $3.41K <0.01% -147 13F-HR Timeline Tradewinds Capital Management, LLC More: the full row for Tradewinds Capital Management, LLC 125 $2.84K <0.01% new 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 117 $2.66K <0.01% +90 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 100 $2.48K <0.01% new 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 100 $2.27K <0.01% new 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 100 $2.27K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 100 $2.27K <0.01% 0 13F-HR Timeline AMERICAN NATIONAL BANK & TRUST More: the full row for AMERICAN NATIONAL BANK & TRUST 94 $2.14K <0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 100 $2K <0.01% 0 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 88 $2K <0.01% new 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 79 $1.8K <0.01% new 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 68 $1.55K <0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 60 $1.36K <0.01% new 13F-HR Timeline Luminist Capital LLC More: the full row for Luminist Capital LLC 60 $1.31K <0.01% +30 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 45 $1.02K <0.01% new 13F-HR Timeline Copia Wealth Management More: the full row for Copia Wealth Management 36 $819 <0.01% new 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 32 $728 <0.01% new 13F-HR Timeline Your Advocates Ltd., LLP More: the full row for Your Advocates Ltd., LLP 29 $659 <0.01% -79 13F-HR Timeline Amundi in group Amundi More: the full row for Amundi 26 $561 <0.01% 0 13F-HR Timeline Group Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 22 $501 <0.01% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 15 $341 <0.01% -6,039 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 14 $319 <0.01% 0 13F-HR Timeline Group Spectrum Wealth Counsel, LLC More: the full row for Spectrum Wealth Counsel, LLC 14 $319 <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 14 $317 <0.01% 0 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 0 $114 <0.01% 0 13F-HR Timeline Amount filed as zero, left out of ratios. Covestor Ltd More: the full row for Covestor Ltd 10 $0 0% +2 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 0 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.