Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,718 $50.1K <0.01% -391 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 1,694 $49.4K <0.01% -1,057 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 1,681 $49K <0.01% +448 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 1,675 $49K 0.02% 0 13F-HR Timeline JDM Financial Group LLC More: the full row for JDM Financial Group LLC 1,645 $48K 0.02% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 1,608 $46.9K <0.01% -177 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 1,600 $46.7K 0.01% -165 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 1,572 $46K <0.01% +1,465 13F-HR Timeline Group Coppell Advisory Solutions LLC More: the full row for Coppell Advisory Solutions LLC 1,500 $42.9K 0.01% 0 13F-HR Timeline LORING WOLCOTT & COOLIDGE FIDUCIARY ADV… More: the full row for LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 1,225 $41K <0.01% 0 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 1,373 $40K 0.01% -120 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 1,365 $39.8K <0.01% -743 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 686 $39.6K 0.04% 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,301 $37.9K <0.01% -163 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 1,280 $37.5K 0.02% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 1,286 $37.5K <0.01% -379 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,292 $37K <0.01% +1,250 13F-HR Timeline Group Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 1,252 $36.5K <0.01% -1,843 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 1,227 $35.8K <0.01% -1,500 13F-HR Timeline FIRST COMMUNITY TRUST NA More: the full row for FIRST COMMUNITY TRUST NA 1,225 $35.7K 0.03% -275 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 1,151 $33.6K 0.03% 13F-HR/A Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 1,147 $33.5K 0.02% -469 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 1,122 $32.7K <0.01% -322 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 1,120 $32.7K 0.01% -479 13F-HR Timeline Caldwell Trust Co More: the full row for Caldwell Trust Co 1,100 $32.1K <0.01% 0 13F-HR Timeline Frazier Financial Advisors, LLC More: the full row for Frazier Financial Advisors, LLC 1,091 $31.2K 0.02% -450 13F-HR Timeline Kennebec Savings Bank More: the full row for Kennebec Savings Bank 1,000 $30.5K 0.03% 0 13F-HR Timeline FIRST FINANCIAL CORP /IN/ More: the full row for FIRST FINANCIAL CORP /IN/ 1,016 $29.6K 0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 1,014 $29.6K 0.03% 13F-HR Timeline Lavaca Capital LLC More: the full row for Lavaca Capital LLC 1,000 $29.2K 0.01% new 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 1,000 $29.2K 0.01% 0 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 1,000 $29.2K 0.01% 0 13F-HR Timeline Group ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 1,000 $29.1K 0.01% 0 13F-HR Timeline Field & Main Bank More: the full row for Field & Main Bank 1,000 $29.1K 0.01% 0 13F-HR Timeline THOMPSON INVESTMENT MANAGEMENT, INC. More: the full row for THOMPSON INVESTMENT MANAGEMENT, INC. 964 $28.1K <0.01% 0 13F-HR Timeline Battery Global Advisors, LLC More: the full row for Battery Global Advisors, LLC 957 $28.1K 0.02% 0 13F-HR Timeline PICTON MAHONEY ASSET MANAGEMENT More: the full row for PICTON MAHONEY ASSET MANAGEMENT 966 $28K <0.01% +433 13F-HR/A Timeline Riverview Trust Co More: the full row for Riverview Trust Co 950 $27.7K 0.03% +933 13F-HR Timeline Accredited Wealth Management, LLC More: the full row for Accredited Wealth Management, LLC 910 $26.7K 0.02% 13F-HR Timeline CoreFirst Bank & Trust More: the full row for CoreFirst Bank & Trust 900 $26.2K 0.02% 0 13F-HR Timeline Piscataqua Savings Bank More: the full row for Piscataqua Savings Bank 850 $24.8K 0.02% 0 13F-HR Timeline Lindbrook Capital, LLC More: the full row for Lindbrook Capital, LLC 840 $24.5K <0.01% -883 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 830 $24.2K <0.01% -341 13F-HR Timeline DUNCKER STREETT & CO INC More: the full row for DUNCKER STREETT & CO INC 800 $23.3K <0.01% -1,001 13F-HR Timeline Orion Capital Management LLC More: the full row for Orion Capital Management LLC 800 $23.3K 0.01% new 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 800 $23.3K <0.01% -1,300 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 799 $23.3K <0.01% -86 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 797 $23K <0.01% +226 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 770 $22.4K 0.01% +3 13F-HR Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 750 $21.9K <0.01% +653 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 664 $21.5K 0.01% +225 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 732 $21.4K 0.01% -125 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 700 $20.4K <0.01% 0 13F-HR Timeline Prudent Man Investment Management, Inc. More: the full row for Prudent Man Investment Management, Inc. 700 $20.4K 0.01% 13F-HR Timeline Security National Bank More: the full row for Security National Bank 683 $19.9K <0.01% 0 13F-HR Timeline Ridgewood Investments LLC More: the full row for Ridgewood Investments LLC 682 $19.9K 0.01% -42 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 690 $19.8K <0.01% -838 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 674 $19.7K 0.01% 0 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 658 $19.2K <0.01% 0 13F-HR Timeline WEBSTER BANK, N. A. More: the full row for WEBSTER BANK, N. A. 650 $19K <0.01% +100 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 650 $19K 0.01% 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 643 $18.8K 0.01% 0 13F-HR Timeline Medallion Wealth Advisors, LLC More: the full row for Medallion Wealth Advisors, LLC 575 $18.7K 0.01% 13F-HR Timeline Mascoma Wealth Management LLC More: the full row for Mascoma Wealth Management LLC 592 $17.3K <0.01% 0 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 560 $16.3K <0.01% +4 13F-HR/A Timeline Indiana Trust & Investment Management Co More: the full row for Indiana Trust & Investment Management Co 549 $16K 0.01% 0 13F-HR Timeline MOTCO More: the full row for MOTCO 547 $16K <0.01% -500 13F-HR Timeline BNP PARIBAS in group BNP PARIBAS More: the full row for BNP PARIBAS 541 $15.8K <0.01% 0 13F-HR Timeline Group AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 434 $14.1K 0.01% 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 500 $14K 0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 474 $13.8K <0.01% +6 13F-HR Timeline EnRich Financial Partners LLC More: the full row for EnRich Financial Partners LLC 469 $13.7K <0.01% 0 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 460 $13.4K <0.01% -410 13F-HR Timeline Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 455 $13.3K 0.01% 0 13F-HR Timeline Cassady Schiller Wealth Management, LLC More: the full row for Cassady Schiller Wealth Management, LLC 422 $12.3K <0.01% +26 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 420 $12.3K <0.01% -25 13F-HR Timeline PrairieView Partners, LLC More: the full row for PrairieView Partners, LLC 440 $12K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 405 $11.8K <0.01% 0 13F-HR Timeline Independence Bank of Kentucky More: the full row for Independence Bank of Kentucky 400 $11.7K <0.01% 0 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 400 $11.7K 0.01% 0 13F-HR Timeline Ramirez Asset Management, Inc. More: the full row for Ramirez Asset Management, Inc. 400 $11.7K <0.01% 0 13F-HR Timeline Bullock Wealth Management Group More: the full row for Bullock Wealth Management Group 391 $11.4K 0.01% +15 13F-HR Timeline Rise Advisors, LLC More: the full row for Rise Advisors, LLC 378 $11K 0.01% -75 13F-HR Timeline Pacific Center for Financial Services More: the full row for Pacific Center for Financial Services 371 $10.8K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 370 $10.8K 0.01% 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 366 $10.7K <0.01% +60 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 360 $10.5K <0.01% 0 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 360 $10.5K <0.01% -76 13F-HR Timeline Concord Wealth Partners in group Concord Wealth Partners More: the full row for Concord Wealth Partners 344 $10K <0.01% 0 13F-HR Timeline Group First PREMIER Bank More: the full row for First PREMIER Bank 333 $10K <0.01% -333 13F-HR Timeline Crews Bank & Trust More: the full row for Crews Bank & Trust 338 $9.86K <0.01% 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 324 $9.45K <0.01% +69 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 320 $9.33K <0.01% 0 13F-HR Timeline Global Financial Private Client, LLC More: the full row for Global Financial Private Client, LLC 318 $9.27K <0.01% +13 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 310 $9K <0.01% +95 13F-HR Timeline Generali Asset Management SPA SGR More: the full row for Generali Asset Management SPA SGR 307 $8.95K <0.01% 13F-HR/A Timeline HARBOR INVESTMENT ADVISORY, LLC More: the full row for HARBOR INVESTMENT ADVISORY, LLC 295 $8.6K <0.01% +91 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 292 $8.51K <0.01% 0 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 290 $8.46K <0.01% 0 13F-HR Timeline Twin Tree Management, LP More: the full row for Twin Tree Management, LP 286 $8.34K <0.01% new 13F-HR Timeline Providence First Trust Co More: the full row for Providence First Trust Co 275 $8.02K <0.01% new 13F-HR Timeline FNY Investment Advisers, LLC More: the full row for FNY Investment Advisers, LLC 300 $8K <0.01% 0 13F-HR Timeline Coston, McIsaac & Partners More: the full row for Coston, McIsaac & Partners 280 $8K <0.01% -62 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 264 $7.7K <0.01% -2,008 13F-HR Timeline SBI Securities Co., Ltd. More: the full row for SBI Securities Co., Ltd. 254 $7.41K <0.01% 13F-HR Timeline Zions Bancorporation, N.A. More: the full row for Zions Bancorporation, N.A. 247 $7.2K <0.01% +25 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 245 $7.14K <0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 241 $7.03K <0.01% -402 13F-HR Timeline EVERMAY WEALTH MANAGEMENT LLC More: the full row for EVERMAY WEALTH MANAGEMENT LLC 240 $7K <0.01% 0 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 238 $6.93K <0.01% +2 13F-HR Timeline Bank of New Hampshire More: the full row for Bank of New Hampshire 230 $6.71K <0.01% 0 13F-HR Timeline Front Row Advisors LLC More: the full row for Front Row Advisors LLC 224 $6.58K <0.01% 0 13F-HR Timeline MEEDER ASSET MANAGEMENT INC in group Meeder Advisory Services, Inc. More: the full row for MEEDER ASSET MANAGEMENT INC 224 $6.53K <0.01% +8 13F-HR Timeline Group JNBA Financial Advisors More: the full row for JNBA Financial Advisors 219 $6.39K <0.01% 0 13F-HR Timeline GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 217 $6.33K <0.01% -7,885 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 212 $6.18K <0.01% -154 13F-HR Timeline Group Granite FO LLC More: the full row for Granite FO LLC 211 $6.15K <0.01% 0 13F-HR Timeline CAROLINAS WEALTH CONSULTING LLC More: the full row for CAROLINAS WEALTH CONSULTING LLC 208 $6.1K <0.01% 0 13F-HR Timeline CONCOURSE FINANCIAL GROUP SECURITIES, I… More: the full row for CONCOURSE FINANCIAL GROUP SECURITIES, INC. 189 $6.01K <0.01% +17 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 239 $6K <0.01% -107 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 206 $6K <0.01% +167 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 201 $5.86K <0.01% +93 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 200 $5.83K <0.01% 0 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 200 $5.83K <0.01% new 13F-HR Timeline Main Street Group, LTD More: the full row for Main Street Group, LTD 200 $5.83K <0.01% 0 13F-HR Timeline Bank & Trust Co More: the full row for Bank & Trust Co 200 $5.83K <0.01% 0 13F-HR Timeline Fourth Dimension Wealth, LLC More: the full row for Fourth Dimension Wealth, LLC 200 $5.83K <0.01% 13F-HR Timeline Missouri Trust & Investment Co More: the full row for Missouri Trust & Investment Co 196 $5.71K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 191 $5.7K <0.01% -574 13F-HR Timeline Financial Management Professionals, Inc. More: the full row for Financial Management Professionals, Inc. 194 $5.66K <0.01% new 13F-HR Timeline ELEVATION WEALTH PARTNERS, LLC More: the full row for ELEVATION WEALTH PARTNERS, LLC 193 $5.63K <0.01% 0 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 186 $5.42K <0.01% -2,082 13F-HR Timeline Householder Group Estate & Retirement S… More: the full row for Householder Group Estate & Retirement Specialist, LLC 200 $5K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 158 $5K <0.01% -23 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Raleigh Capital Management Inc. More: the full row for Raleigh Capital Management Inc. 162 $4.73K <0.01% -129 13F-HR Timeline FSA Wealth Management LLC More: the full row for FSA Wealth Management LLC 158 $4.6K <0.01% +2 13F-HR Timeline BURKETT FINANCIAL SERVICES, LLC More: the full row for BURKETT FINANCIAL SERVICES, LLC 154 $4.49K <0.01% +1 13F-HR Timeline BankPlus Trust Department in group BankPlus Trust Department More: the full row for BankPlus Trust Department 151 $4.4K <0.01% 13F-HR Timeline Group High Note Wealth, LLC More: the full row for High Note Wealth, LLC 143 $4.17K <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 140 $4.08K <0.01% +25 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 138 $4.03K <0.01% -1 13F-HR Timeline POM Investment Strategies, LLC More: the full row for POM Investment Strategies, LLC 130 $3.79K <0.01% 0 13F-HR Timeline RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 129 $3.76K <0.01% 0 13F-HR Timeline Hexagon Capital Partners LLC More: the full row for Hexagon Capital Partners LLC 127 $3.7K <0.01% -164 13F-HR Timeline Trust Co More: the full row for Trust Co 123 $3.59K <0.01% -6,792 13F-HR Timeline PENSION & WEALTH MANAGEMENT ADVISORS, I… More: the full row for PENSION & WEALTH MANAGEMENT ADVISORS, INC. 121 $3.55K <0.01% -1,541 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 120 $3.5K <0.01% 0 13F-HR Timeline Financial Gravity Companies, Inc. in group Financial Gravity Companies, … More: the full row for Financial Gravity Companies, Inc. 116 $3.38K <0.01% new 13F-HR Timeline Group CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 116 $3.38K 0.02% new 13F-HR Timeline Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 111 $3.23K <0.01% +1 13F-HR Timeline Truvestments Capital LLC More: the full row for Truvestments Capital LLC 110 $3.21K <0.01% 0 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 109 $3.18K <0.01% 0 13F-HR Timeline Clark Wealth Partners More: the full row for Clark Wealth Partners 106 $3.1K <0.01% 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $2.92K <0.01% new 13F-HR Timeline MARK SHEPTOFF FINANCIAL PLANNING, LLC More: the full row for MARK SHEPTOFF FINANCIAL PLANNING, LLC 100 $2.92K <0.01% 0 13F-HR Timeline Kathleen S. Wright Associates Inc. More: the full row for Kathleen S. Wright Associates Inc. 100 $2.92K <0.01% 0 13F-HR Timeline DecisionPoint Financial, LLC More: the full row for DecisionPoint Financial, LLC 100 $2.92K <0.01% new 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 100 $2.92K <0.01% 13F-HR Timeline Centricity Wealth Management, LLC More: the full row for Centricity Wealth Management, LLC 100 $2.92K <0.01% 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 97 $2.83K <0.01% 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 97 $2.83K <0.01% -1,951 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 95 $2.77K <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. 94 $2.74K <0.01% new 13F-HR Timeline Group Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 83 $2.42K <0.01% new 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 80 $2.33K <0.01% +8 13F-HR Timeline First Command Advisory Services, Inc. More: the full row for First Command Advisory Services, Inc. 75 $2.19K <0.01% 0 13F-HR Timeline CNB Bank More: the full row for CNB Bank 75 $2.19K <0.01% -612 13F-HR Timeline Collier Financial More: the full row for Collier Financial 73 $2.13K <0.01% 13F-HR Timeline Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 72 $2.06K <0.01% 0 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 69 $2.01K <0.01% 0 13F-HR Timeline Evolution Advisers, Inc. More: the full row for Evolution Advisers, Inc. 100 $2K <0.01% 0 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 60 $1.76K <0.01% +13 13F-HR/A Timeline Pacifica Partners Inc. More: the full row for Pacifica Partners Inc. 50 $1.46K <0.01% new 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 50 $1.46K <0.01% new 13F-HR Timeline VALLEY WEALTH MANAGERS, INC. in group VALLEY WEALTH MANAGERS, INC. More: the full row for VALLEY WEALTH MANAGERS, INC. 49 $1.43K <0.01% 0 13F-HR Timeline Group Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 49 $1.43K <0.01% +3 13F-HR Timeline MPWM ADVISORY SOLUTIONS, LLC More: the full row for MPWM ADVISORY SOLUTIONS, LLC 40 $1.17K <0.01% 13F-HR Timeline Anfield Capital Management, LLC in group Anfield Capital Management, L… More: the full row for Anfield Capital Management, LLC 37 $1.08K <0.01% 0 13F-HR Timeline Group Wood Tarver Financial Group, LLC More: the full row for Wood Tarver Financial Group, LLC 65 $1K <0.01% 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 56 $1K <0.01% -23 13F-HR Timeline Key Financial Inc More: the full row for Key Financial Inc 31 $904 <0.01% 0 13F-HR Timeline Fairman Group, LLC More: the full row for Fairman Group, LLC 30 $880 <0.01% 0 13F-HR Timeline WR Wealth Planners, LLC More: the full row for WR Wealth Planners, LLC 26 $758 <0.01% 0 13F-HR Timeline Coastline Trust Co More: the full row for Coastline Trust Co 25 $729 <0.01% 0 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 25 $729 <0.01% 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 22 $642 <0.01% -15 13F-HR Timeline Rakuten Securities, Inc. More: the full row for Rakuten Securities, Inc. 21 $612 <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 20 $584 <0.01% -134 13F-HR Timeline WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 20 $584 <0.01% 0 13F-HR Timeline ROSS\JOHNSON & Associates LLC More: the full row for ROSS\JOHNSON & Associates LLC 20 $583 0.01% 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 19 $555 <0.01% -42 13F-HR Timeline OLD SECOND NATIONAL BANK OF AURORA More: the full row for OLD SECOND NATIONAL BANK OF AURORA 19 $554 <0.01% -581 13F-HR Timeline BOK Financial Private Wealth, Inc. More: the full row for BOK Financial Private Wealth, Inc. 16 $470 <0.01% new 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 16 $467 <0.01% +1 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 12 $402 <0.01% -4 13F-HR Timeline NewSquare Capital LLC More: the full row for NewSquare Capital LLC 12 $350 <0.01% new 13F-HR Timeline Core Alternative Capital More: the full row for Core Alternative Capital 12 $350 <0.01% 0 13F-HR Timeline NVWM, LLC More: the full row for NVWM, LLC 10 $292 <0.01% +5 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 10 $291 <0.01% +5 13F-HR Timeline WINNACLE WEALTH LLC More: the full row for WINNACLE WEALTH LLC 10 $264 <0.01% 13F-HR Timeline