FourThought Financial Partners, LLC More: the full row for FourThought Financial Partners, LLC 2,459 $214K 0.02% -26 13F-HR Timeline DZ BANK AG Deutsche Zentral Genossensch… in group DZ BANK AG Deutsche Zentral G… More: the full row for DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 2,457 $213K <0.01% new 13F-HR Timeline Group Unique Wealth Strategies, LLC More: the full row for Unique Wealth Strategies, LLC 2,450 $213K 0.08% new 13F-HR Timeline BANCO BILBAO VIZCAYA ARGENTARIA, S.A. More: the full row for BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 2,451 $212K <0.01% new 13F-HR Timeline Hunting Hill Global Capital, LLC More: the full row for Hunting Hill Global Capital, LLC 2,408 $209K 0.21% new 13F-HR Timeline Sovereign Financial Group, Inc. More: the full row for Sovereign Financial Group, Inc. 2,332 $203K 0.04% -869 13F-HR Timeline Sciencast Management LP More: the full row for Sciencast Management LP 2,323 $202K 0.03% -1,165 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,315 $201K 0.05% -13,081 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 2,263 $197K 0.01% -445 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 2,086 $182K 0.01% +714 13F-HR Timeline Investors Portfolio Services LLC More: the full row for Investors Portfolio Services LLC 2,027 $176K 0.16% 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 2,014 $175K <0.01% +1,306 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 2,000 $174K 0.01% -1,000 13F-HR Timeline Silicon Valley Capital Partners More: the full row for Silicon Valley Capital Partners 1,900 $165K 0.02% new 13F-HR Timeline TRIGLAV INVESTMENTS, D.O.O. More: the full row for TRIGLAV INVESTMENTS, D.O.O. 1,900 $165K 0.01% new 13F-HR Timeline Bernard Wealth Management Corp. More: the full row for Bernard Wealth Management Corp. 1,874 $163K 0.07% -126 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 1,859 $162K <0.01% +1,169 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 1,809 $157K <0.01% +500 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,636 $142K <0.01% +131 13F-HR Timeline Group Ascentis Wealth Management, LLC in group Ascentis Wealth Management, L… More: the full row for Ascentis Wealth Management, LLC 1,522 $132K 0.03% -428 13F-HR Timeline Group CENTAURUS FINANCIAL, INC. More: the full row for CENTAURUS FINANCIAL, INC. 1,521 $132K 0.01% 0 13F-HR Timeline NANO CAP NEW MILLENNIUM GROWTH FUND L P More: the full row for NANO CAP NEW MILLENNIUM GROWTH FUND L P 1,500 $130K 0.11% 13F-HR Timeline Livforsakringsbolaget Skandia, Omsesidi… More: the full row for Livforsakringsbolaget Skandia, Omsesidigt 1,500 $130K 0.01% new 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1,444 $125K 0.09% new 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 1,433 $125K <0.01% +911 13F-HR Timeline Purpose Unlimited Inc. in group Purpose Unlimited Inc. More: the full row for Purpose Unlimited Inc. 1,400 $122K 0.01% 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 1,397 $121K 0.06% -2,789 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 1,305 $113K <0.01% +467 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 756 $113K 0.01% -797 13F-HR Timeline CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 1,295 $113K <0.01% +88 13F-HR Timeline Westfuller Advisors, LLC More: the full row for Westfuller Advisors, LLC 1,224 $106K 0.04% new 13F-HR Timeline AdvisorShares Investments LLC More: the full row for AdvisorShares Investments LLC 1,184 $103K 0.02% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 1,120 $97.3K 0.04% new 13F-HR Timeline OSTRUM ASSET MANAGEMENT More: the full row for OSTRUM ASSET MANAGEMENT 1,041 $90.5K <0.01% new 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 1,000 $86.9K <0.01% 0 13F-HR Timeline Group Key Financial Inc More: the full row for Key Financial Inc 1,000 $86.9K 0.02% 0 13F-HR Timeline Provenance Wealth Advisors, LLC More: the full row for Provenance Wealth Advisors, LLC 1,000 $86.9K 0.01% 0 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 990 $86K 0.02% +320 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 956 $83.1K 0.02% 13F-HR Timeline IFC & Insurance Marketing, Inc. More: the full row for IFC & Insurance Marketing, Inc. 940 $82K 0.08% 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 731 $75.3K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 859 $74.6K 0.01% new 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 785 $68.2K <0.01% +8 13F-HR Timeline Group Sachetta, LLC More: the full row for Sachetta, LLC 735 $63.9K 0.03% 0 13F-HR Timeline Gen-Wealth Partners Inc More: the full row for Gen-Wealth Partners Inc 702 $61K 0.02% +659 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 700 $60.8K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Amplify Investments, LLC More: the full row for Amplify Investments, LLC 1,921 $60.8K 1.41% +339 13F-HR Timeline Focused Wealth Management, Inc More: the full row for Focused Wealth Management, Inc 650 $56.5K 0.01% new 13F-HR Timeline SageView Advisory Group, LLC More: the full row for SageView Advisory Group, LLC 634 $55.1K <0.01% new 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 628 $54.6K 0.01% +43 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 615 $53.4K <0.01% -8,514 13F-HR Timeline Murphy & Mullick Capital Management Corp More: the full row for Murphy & Mullick Capital Management Corp 600 $52.1K 0.04% +100 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 581 $50.5K <0.01% -99 13F-HR Timeline Banque Transatlantique SA in group Banque Transatlantique SA More: the full row for Banque Transatlantique SA 510 $50.3K <0.01% -5,074 13F-HR/A Timeline Group Center for Financial Planning, Inc. More: the full row for Center for Financial Planning, Inc. 579 $50.3K 0.01% 0 13F-HR Timeline Kemnay Advisory Services Inc. More: the full row for Kemnay Advisory Services Inc. 569 $49.4K 0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 567 $49.3K 0.01% +566 13F-HR Timeline RiverPark Advisors, LLC in group RiverPark Advisors, LLC More: the full row for RiverPark Advisors, LLC 561 $48.7K 0.01% -845 13F-HR Timeline Group Covestor Ltd More: the full row for Covestor Ltd 506 $44K 0.02% +6 13F-HR Timeline IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA… More: the full row for IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 500 $43.4K 0.06% -1,000 13F-HR Timeline Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 500 $43.4K 0.02% new 13F-HR Timeline Cranbrook Wealth Management, LLC More: the full row for Cranbrook Wealth Management, LLC 462 $40.1K 0.01% 0 13F-HR Timeline Global X Japan Co., Ltd. More: the full row for Global X Japan Co., Ltd. 456 $39.6K <0.01% 0 13F-HR Timeline Keating Financial Advisory Services, In… More: the full row for Keating Financial Advisory Services, Inc. 449 $39K 0.01% 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 435 $37.8K <0.01% +125 13F-HR Timeline McMillan Office, Inc. More: the full row for McMillan Office, Inc. 426 $37K <0.01% 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 400 $34.8K 0.02% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 393 $34.1K <0.01% 0 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 380 $33K <0.01% 0 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 356 $30.9K 0.01% +125 13F-HR Timeline McIlrath & Eck, LLC More: the full row for McIlrath & Eck, LLC 341 $29.6K <0.01% 0 13F-HR Timeline BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 327 $28.4K <0.01% +2 13F-HR Timeline Group HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 320 $28K <0.01% +100 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. WPG Advisers, LLC More: the full row for WPG Advisers, LLC 321 $27.9K 0.02% +67 13F-HR Timeline Paladin Advisory Group, LLC More: the full row for Paladin Advisory Group, LLC 318 $27.6K 0.02% -100 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 280 $24.3K <0.01% +80 13F-HR Timeline Group Sunbelt Securities, Inc. More: the full row for Sunbelt Securities, Inc. 280 $24.3K <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 277 $24.1K 0.01% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 272 $23.6K <0.01% +211 13F-HR Timeline Group Essential Partners LLC More: the full row for Essential Partners LLC 267 $23.2K 0.01% +5 13F-HR Timeline 2UniFi Bank More: the full row for 2UniFi Bank 265 $23K 0.01% new 13F-HR Timeline Cedar Mountain Advisors, LLC More: the full row for Cedar Mountain Advisors, LLC 259 $22.5K <0.01% 0 13F-HR Timeline Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 257 $22.3K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 240 $20.9K <0.01% +187 13F-HR Timeline BROWN BROTHERS HARRIMAN & CO in group BROWN BROTHERS HARRIMAN & CO More: the full row for BROWN BROTHERS HARRIMAN & CO 238 $20.7K <0.01% +18 13F-HR Timeline Group DV Trading LLC More: the full row for DV Trading LLC 208 $18.1K <0.01% 13F-HR Timeline Itau Unibanco Holding S.A. in group Itau Unibanco Holding S.A. More: the full row for Itau Unibanco Holding S.A. 207 $18K <0.01% -2,699 13F-HR Timeline Group Elequin Capital, LP More: the full row for Elequin Capital, LP 207 $18K <0.01% new 13F-HR Timeline HOLLENCREST CAPITAL MANAGEMENT More: the full row for HOLLENCREST CAPITAL MANAGEMENT 201 $17.5K <0.01% new 13F-HR Timeline ADIRONDACK TRUST CO More: the full row for ADIRONDACK TRUST CO 200 $17.4K 0.01% 0 13F-HR Timeline VISION FINANCIAL MARKETS LLC More: the full row for VISION FINANCIAL MARKETS LLC 200 $17.4K 0.02% 0 13F-HR Timeline QUADRANT CAPITAL GROUP LLC More: the full row for QUADRANT CAPITAL GROUP LLC 200 $17.4K <0.01% +183 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 200 $17.4K <0.01% 13F-HR Timeline Noble Wealth Management PBC More: the full row for Noble Wealth Management PBC 200 $17.4K 0.01% new 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 199 $17.3K <0.01% +79 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 196 $17K <0.01% new 13F-HR Timeline Group Larson Financial Group LLC More: the full row for Larson Financial Group LLC 181 $15.7K <0.01% +24 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 160 $13.9K <0.01% +60 13F-HR Timeline FLAGSHIP HARBOR ADVISORS, LLC More: the full row for FLAGSHIP HARBOR ADVISORS, LLC 155 $13.5K <0.01% new 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 149 $12.9K <0.01% +24 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 145 $12.6K 0.01% -55 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 144 $12.5K 0.01% 13F-HR Timeline Abound Wealth Management More: the full row for Abound Wealth Management 141 $12.3K <0.01% new 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 137 $11.9K <0.01% new 13F-HR Timeline UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT… More: the full row for UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO 126 $10.9K <0.01% 0 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 64 $10.6K <0.01% +8 13F-HR Timeline Scarborough Advisors, LLC More: the full row for Scarborough Advisors, LLC 120 $10.4K <0.01% new 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 120 $10.4K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 115 $9.99K <0.01% +7 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 108 $9.38K <0.01% 13F-HR Timeline FIRST HORIZON CORP More: the full row for FIRST HORIZON CORP 105 $9.12K <0.01% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 100 $8.69K <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 100 $8.69K <0.01% new 13F-HR Timeline Blume Capital Management, Inc. More: the full row for Blume Capital Management, Inc. 100 $8.69K <0.01% 0 13F-HR Timeline Accent Capital Management, LLC More: the full row for Accent Capital Management, LLC 100 $8.69K <0.01% new 13F-HR Timeline Millstone Evans Group, LLC More: the full row for Millstone Evans Group, LLC 100 $8.69K 0.01% 0 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 93 $8.08K <0.01% 0 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 85 $7.39K <0.01% new 13F-HR Timeline Bare Financial Services, Inc More: the full row for Bare Financial Services, Inc 82 $7.12K <0.01% -12 13F-HR Timeline Darwin Wealth Management, LLC More: the full row for Darwin Wealth Management, LLC 70 $6.08K <0.01% new 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 67 $5.82K <0.01% +57 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 62 $5.39K <0.01% +39 13F-HR Timeline Bangor Savings Bank More: the full row for Bangor Savings Bank 50 $4.34K <0.01% new 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 50 $4.34K <0.01% new 13F-HR Timeline Group MJT & Associates Financial Advisory Gro… More: the full row for MJT & Associates Financial Advisory Group, Inc. 50 $4.34K <0.01% -265 13F-HR/A Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 50 $4.34K <0.01% 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 49 $4.26K <0.01% +6 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 48 $4.17K <0.01% -68 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 52 $4K <0.01% +13 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 39 $3.39K <0.01% +23 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 36 $3.13K <0.01% +5 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 34 $2.96K <0.01% new 13F-HR Timeline Retirement Wealth Solutions LLC More: the full row for Retirement Wealth Solutions LLC 34 $2.96K <0.01% +7 13F-HR Timeline Stone House Investment Management, LLC More: the full row for Stone House Investment Management, LLC 31 $2.69K <0.01% new 13F-HR Timeline Princeton Global Asset Management LLC More: the full row for Princeton Global Asset Management LLC 31 $2.69K <0.01% 0 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 31 $2.69K <0.01% +4 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 27 $2.35K <0.01% new 13F-HR Timeline Avion Wealth More: the full row for Avion Wealth 31 $2K <0.01% +5 13F-HR Timeline Roble, Belko & Company, Inc More: the full row for Roble, Belko & Company, Inc 23 $2K <0.01% new 13F-HR Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 22 $1.91K <0.01% new 13F-HR Timeline Graney & King, LLC More: the full row for Graney & King, LLC 21 $1.82K <0.01% new 13F-HR Timeline BERKSHIRE CAPITAL HOLDINGS INC More: the full row for BERKSHIRE CAPITAL HOLDINGS INC 20 $1.74K <0.01% +10 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 20 $1.74K <0.01% -1,057 13F-HR Timeline Laurel Wealth Advisors LLC More: the full row for Laurel Wealth Advisors LLC 20 $1.74K <0.01% new 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 20 $1.74K <0.01% new 13F-HR Timeline New England Capital Financial Advisors … More: the full row for New England Capital Financial Advisors LLC 20 $1.74K <0.01% new 13F-HR Timeline IMA Advisory Services, Inc. More: the full row for IMA Advisory Services, Inc. 20 $1.74K <0.01% new 13F-HR Timeline Marquette Asset Management, LLC More: the full row for Marquette Asset Management, LLC 18 $1.56K <0.01% 0 13F-HR Timeline ARMSTRONG ADVISORY GROUP, INC More: the full row for ARMSTRONG ADVISORY GROUP, INC 15 $1.3K <0.01% new 13F-HR Timeline TUCKER ASSET MANAGEMENT LLC More: the full row for TUCKER ASSET MANAGEMENT LLC 15 $1.3K <0.01% new 13F-HR Timeline Westend Capital Management, LLC More: the full row for Westend Capital Management, LLC 12 $1.04K <0.01% 0 13F-HR Timeline North Star Investment Management Corp. More: the full row for North Star Investment Management Corp. 11 $956 <0.01% new 13F-HR Timeline GODSEY & GIBB, INC More: the full row for GODSEY & GIBB, INC 10 $869 <0.01% new 13F-HR Timeline Pinpoint Asset Management (Singapore) P… More: the full row for Pinpoint Asset Management (Singapore) Pte. Ltd. 10 $869 <0.01% -1,938 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 8 $696 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $696 <0.01% new 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 8 $695 <0.01% -365 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 8 $695 <0.01% new 13F-HR Timeline Godfrey Financial Associates, Inc. More: the full row for Godfrey Financial Associates, Inc. 8 $695 <0.01% 13F-HR Timeline Strategic Advocates LLC More: the full row for Strategic Advocates LLC 7 $611 <0.01% 0 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 7 $608 <0.01% +6 13F-HR Timeline MCGUIRE CAPITAL ADVISORS INC More: the full row for MCGUIRE CAPITAL ADVISORS INC 7 $608 <0.01% 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 6 $521 <0.01% new 13F-HR Timeline Transamerica Financial Advisors, LLC in group Transamerica Financial Adviso… More: the full row for Transamerica Financial Advisors, LLC 6 $521 <0.01% new 13F-HR Timeline Group TD PRIVATE CLIENT WEALTH LLC More: the full row for TD PRIVATE CLIENT WEALTH LLC 6 $521 <0.01% new 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 5 $434 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 5 $434 <0.01% new 13F-HR Timeline Cornerstone Financial Management LLC More: the full row for Cornerstone Financial Management LLC 5 $434 <0.01% 13F-HR/A Timeline Rachor Investment Advisory Services, LLC More: the full row for Rachor Investment Advisory Services, LLC 4 $348 <0.01% 13F-HR Timeline American Capital Advisory, LLC More: the full row for American Capital Advisory, LLC 4 $348 <0.01% new 13F-HR Timeline OPTIMA CAPITAL LLC More: the full row for OPTIMA CAPITAL LLC 4 $348 <0.01% new 13F-HR Timeline Dunhill Financial, LLC More: the full row for Dunhill Financial, LLC 4 $313 <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 3 $261 <0.01% new 13F-HR Timeline 1015 Capital Partners, LLC More: the full row for 1015 Capital Partners, LLC 3 $261 <0.01% 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 2 $174 <0.01% new 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 2 $174 <0.01% 0 13F-HR Timeline Davis Capital Management More: the full row for Davis Capital Management 2 $174 <0.01% new 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 2 $174 <0.01% new 13F-HR Timeline Torren Management, LLC More: the full row for Torren Management, LLC 2 $174 <0.01% 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 1 $87 <0.01% -338,749 13F-HR Timeline Group Quaker Wealth Management, LLC More: the full row for Quaker Wealth Management, LLC 1 $87 <0.01% new 13F-HR Timeline Seneschal Advisors, LLC More: the full row for Seneschal Advisors, LLC 1 $87 <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 3 $0 0% new 13F-HR Timeline Value filed as zero, left out of ratios.