Douglass Winthrop Advisors, LLC More: the full row for Douglass Winthrop Advisors, LLC 3,000 $358K 0.01% -675 13F-HR Timeline BENJAMIN EDWARDS INC in group BENJAMIN EDWARDS INC More: the full row for BENJAMIN EDWARDS INC 2,999 $357K <0.01% -487 13F-HR Timeline Group Hudson Bay Capital Management LP in group Hudson Bay Capital Management… More: the full row for Hudson Bay Capital Management LP 2,996 $357K <0.01% new 13F-HR Timeline Group WHITE PINE CAPITAL LLC More: the full row for WHITE PINE CAPITAL LLC 2,972 $354K 0.12% -20 13F-HR Timeline Harel Insurance Investments & Financial… in group Harel Insurance Investments &… More: the full row for Harel Insurance Investments & Financial Services Ltd. 2,933 $350K <0.01% +804 13F-HR Timeline Group CIBC WORLD MARKET INC. More: the full row for CIBC WORLD MARKET INC. 2,865 $341K <0.01% -2,579 13F-HR Timeline Ameritas Investment Partners, Inc. in group Ameritas Investment Partners,… More: the full row for Ameritas Investment Partners, Inc. 2,837 $338K 0.01% -97 13F-HR Timeline Group HSBC HOLDINGS PLC in group HSBC HOLDINGS PLC More: the full row for HSBC HOLDINGS PLC 2,843 $336K <0.01% -1,150 13F-HR Timeline Group AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,750 $328K 0.01% 0 13F-HR Timeline Atria Wealth Solutions, Inc. More: the full row for Atria Wealth Solutions, Inc. 2,732 $326K <0.01% new 13F-HR Timeline Hummer Financial Advisory Services Inc More: the full row for Hummer Financial Advisory Services Inc 2,700 $322K 0.26% 0 13F-HR Timeline Wealth Quarterback LLC More: the full row for Wealth Quarterback LLC 2,632 $314K 0.18% +764 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 2,516 $300K 0.09% new 13F-HR Timeline FIRST MANHATTAN CO. LLC. More: the full row for FIRST MANHATTAN CO. LLC. 2,512 $299K <0.01% 0 13F-HR Timeline SkyOak Wealth, LLC More: the full row for SkyOak Wealth, LLC 2,500 $298K 0.07% +700 13F-HR Timeline Corient Private Wealth LP group of 2 filers holding More: the full row for Corient Private Wealth LP 2,500 $298K -1,966 Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 2,481 $296K <0.01% +279 13F-HR Timeline ANGELES WEALTH MANAGEMENT, LLC in group ANGELES WEALTH MANAGEMENT, LLC More: the full row for ANGELES WEALTH MANAGEMENT, LLC 2,465 $294K 0.02% 0 13F-HR Timeline Group DMC Group, LLC More: the full row for DMC Group, LLC 2,364 $282K 0.23% +8 13F-HR Timeline Qsemble Capital Management, LP More: the full row for Qsemble Capital Management, LP 2,356 $281K 0.03% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 2,343 $279K <0.01% -128,348 13F-HR Timeline Group CWM, LLC in group CWM, LLC More: the full row for CWM, LLC 2,329 $278K <0.01% -20,148 13F-HR Timeline Group OPPENHEIMER & CO INC in group OPPENHEIMER ASSET MANAGEMENT … More: the full row for OPPENHEIMER & CO INC 2,281 $272K <0.01% -1,773 13F-HR Timeline Group Militia Capital Partners, LP in group Militia Capital Management LLC More: the full row for Militia Capital Partners, LP 2,280 $272K 0.22% -340 13F-HR/A Timeline Group Cypress Capital Group in group Cypress Capital Group More: the full row for Cypress Capital Group 2,208 $263K 0.03% 0 13F-HR Timeline Group JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 2,156 $261K <0.01% +1,063 13F-HR/A Timeline Group NAPATREE CAPITAL LLC More: the full row for NAPATREE CAPITAL LLC 2,167 $258K 0.15% 0 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 2,130 $254K <0.01% +132 13F-HR Timeline Clare Market Investments LLC More: the full row for Clare Market Investments LLC 2,094 $250K 0.07% -7,722 13F-HR Timeline KLINGENSTEIN FIELDS & CO LP More: the full row for KLINGENSTEIN FIELDS & CO LP 2,000 $238K 0.01% 0 13F-HR Timeline Yorktown Management & Research Co Inc More: the full row for Yorktown Management & Research Co Inc 1,994 $238K 0.26% 0 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 1,958 $233K <0.01% -2,769 13F-HR Timeline Freedom Investment Management, Inc. More: the full row for Freedom Investment Management, Inc. 1,957 $233K 0.02% +461 13F-HR Timeline Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,926 $230K 0.03% +156 13F-HR Timeline HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 1,488 $228K 0.01% +56 13F-HR Timeline SCOTIA CAPITAL INC. More: the full row for SCOTIA CAPITAL INC. 1,905 $227K <0.01% -180 13F-HR Timeline UNITED SERVICES AUTOMOBILE ASSOCIATION in group UNITED SERVICES AUTOMOBILE AS… More: the full row for UNITED SERVICES AUTOMOBILE ASSOCIATION 1,860 $225K 0.01% new 13F-HR Timeline Group Marex Group Ltd in group Marex Group Ltd More: the full row for Marex Group Ltd 1,853 $221K <0.01% +3 13F-HR Timeline Group Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 1,848 $220K <0.01% new 13F-HR/A Timeline Group SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 1,849 $220K <0.01% -3,325 13F-HR Timeline Crossmark Global Holdings, Inc. More: the full row for Crossmark Global Holdings, Inc. 1,845 $220K <0.01% +11 13F-HR Timeline Atria Investments, Inc More: the full row for Atria Investments, Inc 1,835 $219K <0.01% +185 13F-HR Timeline Pekin Hardy Strauss, Inc. More: the full row for Pekin Hardy Strauss, Inc. 1,800 $215K 0.03% +400 13F-HR Timeline KEYBANK NATIONAL ASSOCIATION/OH in group KEYBANK NATIONAL ASSOCIATION/… More: the full row for KEYBANK NATIONAL ASSOCIATION/OH 1,781 $212K <0.01% -813 13F-HR Timeline Group Private Advisor Group, LLC More: the full row for Private Advisor Group, LLC 1,743 $208K <0.01% new 13F-HR Timeline Portside Wealth Group, LLC More: the full row for Portside Wealth Group, LLC 1,741 $208K 0.03% +71 13F-HR/A Timeline EVERGREEN CAPITAL MANAGEMENT LLC More: the full row for EVERGREEN CAPITAL MANAGEMENT LLC 1,730 $206K 0.01% -255 13F-HR Timeline Generali Investments, Management Co LLC More: the full row for Generali Investments, Management Co LLC 1,716 $205K 0.06% new 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1,713 $204K <0.01% +164 13F-HR Timeline MACKENZIE FINANCIAL CORP More: the full row for MACKENZIE FINANCIAL CORP 1,685 $201K <0.01% +84 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 1,650 $197K 0.02% +500 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,600 $191K <0.01% -500 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 1,500 $179K 0.04% 0 13F-HR Timeline New Age Alpha Advisors, LLC More: the full row for New Age Alpha Advisors, LLC 1,432 $171K 0.01% -190 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 1,374 $167K <0.01% +119 13F-HR Timeline M & L Capital Management Ltd More: the full row for M & L Capital Management Ltd 1,400 $167K 0.05% new 13F-HR Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,313 $156K <0.01% +739 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,231 $147K <0.01% 0 13F-HR Timeline Group CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,208 $146K <0.01% +1 13F-HR Timeline Group North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 1,093 $130K 0.01% 0 13F-HR Timeline GPS Wealth Strategies Group, LLC More: the full row for GPS Wealth Strategies Group, LLC 940 $112K 0.02% -15 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 900 $107K <0.01% 0 13F-HR Timeline Group SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 875 $104K <0.01% +216 13F-HR Timeline Colonial Trust Advisors group of 2 filers holding More: the full row for Colonial Trust Advisors 850 $101K -275 Timeline Headlands Technologies LLC More: the full row for Headlands Technologies LLC 753 $89.8K 0.01% new 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 718 $85.6K <0.01% -84 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 677 $80.7K 0.01% +225 13F-HR/A Timeline ARCADIA INVESTMENT MANAGEMENT CORP/MI More: the full row for ARCADIA INVESTMENT MANAGEMENT CORP/MI 657 $78.2K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 500 $73.1K <0.01% 0 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 611 $72.8K <0.01% -899 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 563 $67K 0.04% -75 13F-HR Timeline Point72 Asia (Singapore) Pte. Ltd. More: the full row for Point72 Asia (Singapore) Pte. Ltd. 546 $65.1K 0.02% new 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 535 $64.7K 0.01% +6 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 507 $60.4K 0.01% new 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 500 $59.6K 0.03% 0 13F-HR Timeline Advantage Trust Co More: the full row for Advantage Trust Co 500 $59.6K 0.04% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 446 $53.2K 0.01% +141 13F-HR Timeline LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 432 $51K <0.01% new 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 426 $50.8K <0.01% +383 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 410 $48.9K <0.01% +200 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 407 $48.5K <0.01% -130 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 398 $47.4K <0.01% +143 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 300 $46.2K 0.02% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 370 $44.1K 0.02% +150 13F-HR Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 337 $40K <0.01% new 13F-HR Timeline Group Blue Trust, Inc. More: the full row for Blue Trust, Inc. 317 $37.8K <0.01% +12 13F-HR Timeline SPIRIT OF AMERICA MANAGEMENT CORP/NY More: the full row for SPIRIT OF AMERICA MANAGEMENT CORP/NY 300 $35.8K 0.01% new 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 287 $34.2K 0.01% -24 13F-HR Timeline LAZARD ASSET MANAGEMENT LLC in group LAZARD ASSET MANAGEMENT LLC More: the full row for LAZARD ASSET MANAGEMENT LLC 278 $33K <0.01% -32 13F-HR Timeline Group Point72 (DIFC) Ltd More: the full row for Point72 (DIFC) Ltd 271 $32.3K <0.01% new 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 269 $32.1K <0.01% -310 13F-HR Timeline Group MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 244 $29.1K <0.01% +154 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 232 $27.7K <0.01% 0 13F-HR Timeline BFSG, LLC More: the full row for BFSG, LLC 200 $23.8K <0.01% 0 13F-HR Timeline Evelyn Partners Investment Management L… in group Evelyn Partners Group Ltd More: the full row for Evelyn Partners Investment Management LLP 200 $23.8K <0.01% new 13F-HR/A Timeline Group Allworth Financial LP More: the full row for Allworth Financial LP 159 $23.7K <0.01% -5 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 195 $23.2K <0.01% new 13F-HR Timeline Byrne Asset Management LLC More: the full row for Byrne Asset Management LLC 194 $23.1K 0.02% +86 13F-HR Timeline SVB WEALTH LLC More: the full row for SVB WEALTH LLC 191 $22.8K <0.01% new 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 184 $21.9K <0.01% -1 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 180 $21.5K <0.01% +100 13F-HR Timeline Group Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 166 $19.8K <0.01% 0 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 147 $17.5K <0.01% +141 13F-HR Timeline Group NATIONAL BANK OF CANADA /FI/ in group NATIONAL BANK OF CANADA /FI/ More: the full row for NATIONAL BANK OF CANADA /FI/ 144 $17.1K <0.01% +53 13F-HR Timeline Group Compagnie Lombard Odier SCmA More: the full row for Compagnie Lombard Odier SCmA 140 $16.7K <0.01% new 13F-HR Timeline Rakuten Securities, Inc. in group Rakuten Group, Inc. More: the full row for Rakuten Securities, Inc. 135 $16.1K 0.01% -8 13F-HR Timeline Group Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 123 $14.7K <0.01% 0 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 120 $14.3K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 112 $13.3K <0.01% 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 110 $13.1K <0.01% 0 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 103 $12.3K <0.01% -32 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 103 $12.3K <0.01% 0 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 102 $12.2K <0.01% +47 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 100 $11.9K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 100 $11.9K <0.01% 0 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 100 $11.9K <0.01% 0 13F-HR Timeline Wiser Advisor Group LLC More: the full row for Wiser Advisor Group LLC 100 $11.9K 0.02% 0 13F-HR Timeline COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 98 $11.7K <0.01% new 13F-HR Timeline PSI Advisors, LLC More: the full row for PSI Advisors, LLC 98 $11.7K <0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 86 $10.2K <0.01% +56 13F-HR Timeline Group FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 85 $10.1K <0.01% +9 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 80 $9.54K <0.01% 0 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 78 $9.3K <0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 73 $9K <0.01% -27 13F-HR Timeline Group Tidemark, LLC More: the full row for Tidemark, LLC 75 $8.94K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 60 $7.15K <0.01% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 57 $6.79K <0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 54 $6.44K <0.01% +48 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 47 $5.6K <0.01% 0 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 45 $5.36K <0.01% -10 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 38 $4.53K <0.01% new 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 35 $4.17K <0.01% 0 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 33 $3.93K <0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 32 $3.81K <0.01% 0 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 31 $3.69K <0.01% new 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O… More: the full row for PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 30 $3.58K <0.01% new 13F-HR Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 30 $3.58K <0.01% 0 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 29 $3.46K <0.01% 0 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 27 $3.22K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 25 $3.04K <0.01% -21 13F-HR Timeline Capital Analysts, LLC in group Capital Analysts, LLC More: the full row for Capital Analysts, LLC 26 $3K <0.01% 0 13F-HR Timeline Group TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 25 $2.98K <0.01% 0 13F-HR Timeline Vermillion & White Wealth Management Gr… More: the full row for Vermillion & White Wealth Management Group, LLC 24 $2.86K <0.01% new 13F-HR Timeline Asset Planning,Inc More: the full row for Asset Planning,Inc 22 $2.62K <0.01% 0 13F-HR Timeline Stonebridge Financial Group, LLC More: the full row for Stonebridge Financial Group, LLC 21 $2.5K <0.01% +1 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 20 $2.42K <0.01% -255 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 20 $2.38K <0.01% new 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 19 $2.26K <0.01% +10 13F-HR Timeline Group FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 17 $2.03K <0.01% -50 13F-HR Timeline Group Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 16 $1.91K <0.01% new 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 15 $1.79K <0.01% new 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 14 $1.67K <0.01% 0 13F-HR Timeline CarsonAllaria Wealth Management, Ltd. More: the full row for CarsonAllaria Wealth Management, Ltd. 14 $1.67K <0.01% 0 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 13 $1.55K <0.01% 0 13F-HR Timeline Financial Network Wealth Advisors LLC More: the full row for Financial Network Wealth Advisors LLC 12 $1.43K <0.01% new 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 10 $1.19K <0.01% new 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 10 $1.19K <0.01% 0 13F-HR Timeline Stephens Consulting, LLC More: the full row for Stephens Consulting, LLC 10 $1.19K <0.01% new 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $1.19K <0.01% new 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 6 $715 <0.01% 0 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 5 $596 <0.01% -5 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 5 $596 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 4 $477 <0.01% 0 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 4 $477 <0.01% 0 13F-HR Timeline Sandy Spring Bank More: the full row for Sandy Spring Bank 3 $358 <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 3 $358 <0.01% -1 13F-HR Timeline Group SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 2 $239 <0.01% +1 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 2 $238 <0.01% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 7 $0 0% +1 13F-HR Timeline Value filed as zero, left out of ratios. Avion Wealth More: the full row for Avion Wealth 2 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them. CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0 $0 -156 13F-HR Timeline Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios.