Foresight Group Ltd Liability Partnersh… More: the full row for Foresight Group Ltd Liability Partnership 5,997 $733K 0.1% 0 13F-HR Timeline PARK AVENUE SECURITIES LLC in group PARK AVENUE SECURITIES LLC More: the full row for PARK AVENUE SECURITIES LLC 5,925 $732K 0.01% +1,160 13F-HR Timeline Group Merit Financial Group, LLC More: the full row for Merit Financial Group, LLC 5,775 $714K 0.01% +287 13F-HR Timeline AlphaQuest LLC More: the full row for AlphaQuest LLC 5,771 $713K 0.07% +5,748 13F-HR Timeline NISA INVESTMENT ADVISORS, LLC More: the full row for NISA INVESTMENT ADVISORS, LLC 5,629 $696K <0.01% new 13F-HR Timeline Campbell & CO Investment Adviser LLC More: the full row for Campbell & CO Investment Adviser LLC 5,621 $695K 0.04% new 13F-HR Timeline Capula Management Ltd in group Capula Management Ltd More: the full row for Capula Management Ltd 5,278 $652K 0.01% new 13F-HR Timeline Group The filing omitted confidential holdings, a later amendment may add them. Glenmede Investment Management, LP More: the full row for Glenmede Investment Management, LP 5,242 $648K <0.01% 13F-HR Timeline LVW Advisors, LLC More: the full row for LVW Advisors, LLC 5,111 $632K 0.07% -535 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,040 $623K 0.02% -1,663 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 4,706 $582K 0.01% new 13F-HR Timeline HRT FINANCIAL LP More: the full row for HRT FINANCIAL LP 4,425 $546K <0.01% -9,645 13F-HR Timeline PRUDENTIAL FINANCIAL INC in group PRUDENTIAL FINANCIAL INC More: the full row for PRUDENTIAL FINANCIAL INC 4,356 $538K <0.01% +1,030 13F-HR Timeline Group AMI ASSET MANAGEMENT CORP More: the full row for AMI ASSET MANAGEMENT CORP 4,278 $529K 0.03% -3,452 13F-HR Timeline Impact Capital Partners LLC More: the full row for Impact Capital Partners LLC 4,131 $511K 0.17% -66 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 4,054 $501K <0.01% -119 13F-HR/A Timeline Group Quadrature Capital Ltd in group Quadrature Capital Ltd More: the full row for Quadrature Capital Ltd 3,694 $457K 0.01% -41 13F-HR Timeline Group TWO SIGMA SECURITIES, LLC More: the full row for TWO SIGMA SECURITIES, LLC 3,649 $451K 0.06% new 13F-HR Timeline XPONANCE LLC More: the full row for XPONANCE LLC 3,493 $432K <0.01% -68 13F-HR Timeline Blueshift Asset Management, LLC More: the full row for Blueshift Asset Management, LLC 3,458 $427K 0.13% -5,823 13F-HR Timeline Integrated Advisors Network LLC More: the full row for Integrated Advisors Network LLC 3,434 $424K 0.02% +85 13F-HR Timeline PharVision Advisers, LLC More: the full row for PharVision Advisers, LLC 3,432 $424K 0.61% new 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,426 $423K <0.01% +307 13F-HR Timeline BOOTHBAY FUND MANAGEMENT, LLC More: the full row for BOOTHBAY FUND MANAGEMENT, LLC 3,369 $416K 0.01% +1,260 13F-HR Timeline O'SHAUGHNESSY ASSET MANAGEMENT, LLC More: the full row for O'SHAUGHNESSY ASSET MANAGEMENT, LLC 3,357 $415K <0.01% +204 13F-HR Timeline BNP PARIBAS FINANCIAL MARKETS in group BNP PARIBAS FINANCIAL MARKETS More: the full row for BNP PARIBAS FINANCIAL MARKETS 3,339 $413K <0.01% +441 13F-HR Timeline Group Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 3,335 $412K 0.01% +583 13F-HR/A Timeline OneDigital Investment Advisors LLC More: the full row for OneDigital Investment Advisors LLC 3,297 $407K <0.01% +973 13F-HR Timeline Snowden Capital Advisors LLC More: the full row for Snowden Capital Advisors LLC 3,275 $405K 0.01% new 13F-HR Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 3,262 $403K <0.01% -286 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 3,214 $397K <0.01% +425 13F-HR Timeline Group EVERPAR ADVISORS LLC More: the full row for EVERPAR ADVISORS LLC 3,124 $386K 0.18% -67 13F-HR Timeline Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 3,095 $383K <0.01% -448 13F-HR Timeline Mission Creek Capital Partners, Inc. More: the full row for Mission Creek Capital Partners, Inc. 3,030 $374K 0.08% 0 13F-HR Timeline PRINCIPAL FINANCIAL GROUP INC group of 2 filers holding More: the full row for PRINCIPAL FINANCIAL GROUP INC 2,951 $365K -461 Timeline BANK OF NOVA SCOTIA in group BANK OF NOVA SCOTIA More: the full row for BANK OF NOVA SCOTIA 2,948 $364K <0.01% +517 13F-HR Timeline Group COLDSTREAM CAPITAL MANAGEMENT INC More: the full row for COLDSTREAM CAPITAL MANAGEMENT INC 2,927 $362K 0.01% +625 13F-HR Timeline Avior Wealth Management, LLC More: the full row for Avior Wealth Management, LLC 2,915 $360K 0.01% -746 13F-HR Timeline Heritage Family Offices, LLP More: the full row for Heritage Family Offices, LLP 2,745 $348K 0.18% 0 13F-HR Timeline BALDWIN WEALTH PARTNERS LLC/MA More: the full row for BALDWIN WEALTH PARTNERS LLC/MA 2,785 $344K 0.02% -19 13F-HR Timeline Creative Planning in group Creative Planning More: the full row for Creative Planning 2,753 $340K <0.01% +414 13F-HR Timeline Group GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 2,694 $333K <0.01% +91 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 2,693 $333K 0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 2,682 $331K 0.13% 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 2,669 $330K <0.01% -42 13F-HR Timeline Group DAVENPORT & Co LLC More: the full row for DAVENPORT & Co LLC 2,631 $325K <0.01% +280 13F-HR Timeline Graypoint LLC More: the full row for Graypoint LLC 2,584 $319K 0.02% -70 13F-HR Timeline Advisor OS, LLC in group Advisor OS, LLC More: the full row for Advisor OS, LLC 2,473 $306K 0.03% -157 13F-HR Timeline Group Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,447 $302K <0.01% new 13F-HR Timeline VIRTUS ADVISERS, LLC in group Virtus Investment Advisers, L… More: the full row for VIRTUS ADVISERS, LLC 2,413 $298K 0.18% 0 13F-HR/A Timeline Group HighPoint Advisor Group LLC More: the full row for HighPoint Advisor Group LLC 2,400 $297K 0.02% +13 13F-HR Timeline COMMONWEALTH EQUITY SERVICES, LLC More: the full row for COMMONWEALTH EQUITY SERVICES, LLC 2,336 $289K <0.01% new 13F-HR Timeline Kestra Advisory Services, LLC group of 2 filers holding More: the full row for Kestra Advisory Services, LLC 2,330 $288K -70 Timeline Bridgefront Capital, LLC More: the full row for Bridgefront Capital, LLC 2,311 $286K 0.08% new 13F-HR Timeline SFMG, LLC More: the full row for SFMG, LLC 2,226 $275K 0.02% 0 13F-HR Timeline SAGESPRING WEALTH PARTNERS, LLC More: the full row for SAGESPRING WEALTH PARTNERS, LLC 2,212 $273K 0.01% -69 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,211 $273K 0.01% -162 13F-HR Timeline Group Quarry LP More: the full row for Quarry LP 2,168 $268K 0.06% +1,229 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 2,127 $263K <0.01% -191 13F-HR Timeline Group Fulton Bank, N.A. More: the full row for Fulton Bank, N.A. 2,123 $262K 0.01% new 13F-HR Timeline Thrive Wealth Management, LLC More: the full row for Thrive Wealth Management, LLC 2,115 $261K 0.04% +71 13F-HR Timeline AXXCESS WEALTH MANAGEMENT, LLC More: the full row for AXXCESS WEALTH MANAGEMENT, LLC 2,101 $260K 0.01% -3 13F-HR Timeline Catalyst Funds Management Pty Ltd More: the full row for Catalyst Funds Management Pty Ltd 2,100 $260K 0.07% new 13F-HR Timeline CONNABLE OFFICE INC More: the full row for CONNABLE OFFICE INC 2,041 $252K 0.02% 0 13F-HR Timeline WEALTH ALLIANCE, LLC More: the full row for WEALTH ALLIANCE, LLC 2,001 $247K 0.03% +128 13F-HR Timeline Obermeyer Wealth Partners More: the full row for Obermeyer Wealth Partners 2,000 $247K 0.01% +36 13F-HR Timeline Berry Wealth Group, LP More: the full row for Berry Wealth Group, LP 1,967 $243K 0.17% -7 13F-HR Timeline Claret Asset Management Corp More: the full row for Claret Asset Management Corp 1,904 $235K 0.03% +11 13F-HR Timeline Chicago Capital, LLC More: the full row for Chicago Capital, LLC 1,897 $234K 0.01% 0 13F-HR Timeline INCEPTIONR LLC More: the full row for INCEPTIONR LLC 1,838 $227K 0.05% new 13F-HR Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 1,811 $224K <0.01% 0 13F-HR Timeline PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,777 $220K <0.01% -53 13F-HR Timeline Group SUMMITRY LLC More: the full row for SUMMITRY LLC 1,745 $216K 0.01% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 1,709 $211K 0.01% new 13F-HR Timeline Group Knollwood Investment Advisory, LLC More: the full row for Knollwood Investment Advisory, LLC 1,700 $210K 0.02% 0 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 1,661 $205K 0.01% new 13F-HR Timeline UMB Bank, n.a. More: the full row for UMB Bank, n.a. 1,500 $185K <0.01% -1 13F-HR/A Timeline IFP Advisors, Inc More: the full row for IFP Advisors, Inc 1,476 $182K 0.01% +1,407 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 1,426 $176K 0.01% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,373 $170K 0.03% +5 13F-HR Timeline STRS OHIO More: the full row for STRS OHIO 1,359 $168K <0.01% -8,432 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 1,340 $164K 0.01% -553 13F-HR Timeline Hilltop National Bank More: the full row for Hilltop National Bank 1,290 $159K 0.04% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 1,196 $148K <0.01% -123 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,115 $138K <0.01% +278 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,031 $128K <0.01% -84 13F-HR/A Timeline Group Quantbot Technologies LP More: the full row for Quantbot Technologies LP 996 $123K <0.01% new 13F-HR Timeline WHITTIER TRUST CO More: the full row for WHITTIER TRUST CO 968 $120K <0.01% +176 13F-HR Timeline SUMMIT SECURITIES GROUP LLC More: the full row for SUMMIT SECURITIES GROUP LLC 953 $118K 0.04% new 13F-HR Timeline First Horizon Advisors, Inc. More: the full row for First Horizon Advisors, Inc. 914 $113K <0.01% +307 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) 883 $109K <0.01% +595 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 849 $105K 0.01% 0 13F-HR Timeline Walleye Trading LLC in group Walleye Capital LLC More: the full row for Walleye Trading LLC 833 $103K <0.01% new 13F-HR Timeline Group CANADA PENSION PLAN INVESTMENT BOARD More: the full row for CANADA PENSION PLAN INVESTMENT BOARD 700 $86.5K <0.01% +300 13F-HR Timeline Avanza Fonder AB More: the full row for Avanza Fonder AB 652 $80.6K <0.01% 0 13F-HR Timeline Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 597 $73.8K <0.01% -129 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 595 $73.5K 0.01% -2,323 13F-HR Timeline Anchor Investment Management, LLC More: the full row for Anchor Investment Management, LLC 594 $73.4K 0.01% -60 13F-HR Timeline ELEVATION POINT WEALTH PARTNERS, LLC More: the full row for ELEVATION POINT WEALTH PARTNERS, LLC 565 $69.8K 0.01% new 13F-HR/A Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 562 $69.5K <0.01% +87 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 554 $68K 0.04% -1 13F-HR Timeline HM PAYSON & CO More: the full row for HM PAYSON & CO 509 $62.9K <0.01% +116 13F-HR Timeline DANSKE BANK A/S More: the full row for DANSKE BANK A/S 460 $56.9K <0.01% +360 13F-HR Timeline Banque Cantonale Vaudoise in group Banque Cantonale Vaudoise More: the full row for Banque Cantonale Vaudoise 456 $56K <0.01% -53 13F-HR Timeline Group Daiwa Securities Group Inc. in group Daiwa Securities Group Inc. More: the full row for Daiwa Securities Group Inc. 440 $54K <0.01% -80 13F-HR Timeline Group Employees Retirement System of Texas More: the full row for Employees Retirement System of Texas 429 $53K <0.01% new 13F-HR Timeline WHITTIER TRUST CO OF NEVADA INC More: the full row for WHITTIER TRUST CO OF NEVADA INC 403 $49.8K <0.01% +72 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 384 $47K <0.01% -34 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 347 $42.9K <0.01% -497 13F-HR Timeline SIGNATUREFD, LLC More: the full row for SIGNATUREFD, LLC 324 $40K <0.01% -6 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 321 $39.7K <0.01% 13F-HR Timeline FIFTH THIRD BANCORP in group FIFTH THIRD BANK, NATIONAL AS… More: the full row for FIFTH THIRD BANCORP 320 $39.5K <0.01% -2,918 13F-HR Timeline Group FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 303 $37.4K <0.01% -514 13F-HR Timeline Group Arax Advisory Partners More: the full row for Arax Advisory Partners 247 $30.5K <0.01% +41 13F-HR Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 213 $26.3K <0.01% +7 13F-HR Timeline NOMURA ASSET MANAGEMENT CO LTD in group NOMURA ASSET MANAGEMENT CO LTD More: the full row for NOMURA ASSET MANAGEMENT CO LTD 190 $23.5K <0.01% 0 13F-HR Timeline Group Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 177 $21.9K <0.01% -145 13F-HR Timeline V-Square Quantitative Management LLC More: the full row for V-Square Quantitative Management LLC 168 $20.8K <0.01% -81 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 154 $19K <0.01% -579 13F-HR Timeline Group Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 145 $17.9K 0.01% -698 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 138 $17.1K <0.01% +68 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 137 $16.9K 0.01% -193 13F-HR Timeline Bellwether Advisors, LLC More: the full row for Bellwether Advisors, LLC 130 $16.1K <0.01% new 13F-HR Timeline Annis Gardner Whiting Capital Advisors,… More: the full row for Annis Gardner Whiting Capital Advisors, LLC 117 $14.5K 0.01% new 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 114 $14.1K <0.01% -78 13F-HR Timeline N.E.W. Advisory Services LLC More: the full row for N.E.W. Advisory Services LLC 105 $13K <0.01% 0 13F-HR Timeline PITTENGER & ANDERSON INC More: the full row for PITTENGER & ANDERSON INC 100 $12.4K <0.01% 0 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 95 $12K <0.01% -10 13F-HR Timeline Group Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 96 $11.9K <0.01% 0 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 95 $11.7K 0.01% +1 13F-HR Timeline Bell Investment Advisors, Inc More: the full row for Bell Investment Advisors, Inc 88 $10.9K <0.01% 0 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 88 $10.9K <0.01% -1,882 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 83 $10.3K <0.01% -10 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 86 $10K <0.01% +9 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 80 $9.89K <0.01% -28 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 78 $9.64K <0.01% -31 13F-HR/A Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 77 $9.46K <0.01% +41 13F-HR Timeline Group Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 70 $9K <0.01% 0 13F-HR Timeline Mitsubishi UFJ Asset Management Co., Lt… in group Mitsubishi UFJ Trust & Bankin… More: the full row for Mitsubishi UFJ Asset Management Co., Ltd. 65 $8.03K <0.01% 0 13F-HR Timeline Group Solstein Capital, LLC More: the full row for Solstein Capital, LLC 61 $7.54K <0.01% 0 13F-HR Timeline ORG Partners LLC More: the full row for ORG Partners LLC 60 $7.29K <0.01% +45 13F-HR Timeline DAGCO, INC. More: the full row for DAGCO, INC. 54 $6.67K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 53 $6.55K <0.01% 0 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 48 $5.93K <0.01% 0 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 44 $5.44K <0.01% +10 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 42 $5.19K <0.01% new 13F-HR Timeline Group Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 39 $4.82K <0.01% 0 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 37 $4.57K <0.01% +14 13F-HR Timeline Colonial Trust Co / SC in group Colonial Trust Advisors More: the full row for Colonial Trust Co / SC 32 $3.99K <0.01% 0 13F-HR Timeline Group WOLFF WIESE MAGANA LLC More: the full row for WOLFF WIESE MAGANA LLC 32 $3.96K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 30 $3.71K <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 29 $3.58K <0.01% 0 13F-HR Timeline TRUST CO OF VERMONT More: the full row for TRUST CO OF VERMONT 28 $3.46K <0.01% 0 13F-HR Timeline SouthState Bank Corp in group SouthState Bank Corp More: the full row for SouthState Bank Corp 27 $3.34K <0.01% 0 13F-HR Timeline Group Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 27 $3.34K <0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 26 $3.21K <0.01% 0 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 25 $3.09K <0.01% -3 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 23 $2.84K <0.01% new 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 22 $2.72K <0.01% +15 13F-HR Timeline Beacon Capital Management, LLC More: the full row for Beacon Capital Management, LLC 19 $2.35K <0.01% 0 13F-HR Timeline HUNTINGTON NATIONAL BANK in group HUNTINGTON NATIONAL BANK More: the full row for HUNTINGTON NATIONAL BANK 17 $2.1K <0.01% -51 13F-HR Timeline Group NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 14 $1.73K <0.01% -43 13F-HR Timeline Group RAFFA WEALTH MANAGEMENT, LLC More: the full row for RAFFA WEALTH MANAGEMENT, LLC 14 $1.73K <0.01% 0 13F-HR Timeline FIRST UNITED BANK & TRUST More: the full row for FIRST UNITED BANK & TRUST 13 $1.61K <0.01% 0 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 12 $1.46K <0.01% new 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 11 $1.36K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $1K <0.01% new 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 8 $989 <0.01% new 13F-HR Timeline DiNuzzo Private Wealth, Inc. More: the full row for DiNuzzo Private Wealth, Inc. 8 $989 <0.01% +1 13F-HR Timeline MONTAG A & ASSOCIATES INC More: the full row for MONTAG A & ASSOCIATES INC 7 $908 <0.01% 0 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 7 $866 <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 7 $866 <0.01% 0 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $742 <0.01% 0 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 5 $618 <0.01% new 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 4 $495 <0.01% -2 13F-HR Timeline LFA - Lugano Financial Advisors SA More: the full row for LFA - Lugano Financial Advisors SA 4 $494 <0.01% new 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 3 $371 <0.01% 0 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 3 $371 <0.01% 0 13F-HR Timeline Parkworth Wealth Management, Inc. More: the full row for Parkworth Wealth Management, Inc. 3 $371 <0.01% +2 13F-HR Timeline HFM Investment Advisors, LLC More: the full row for HFM Investment Advisors, LLC 3 $371 <0.01% +2 13F-HR Timeline Rialto Wealth Management, LLC More: the full row for Rialto Wealth Management, LLC 2 $248 <0.01% new 13F-HR Timeline HARBOUR INVESTMENTS, INC. More: the full row for HARBOUR INVESTMENTS, INC. 2 $247 <0.01% new 13F-HR Timeline Bay Harbor Wealth Management, LLC More: the full row for Bay Harbor Wealth Management, LLC 2 $247 <0.01% +1 13F-HR Timeline Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $124 <0.01% new 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $124 <0.01% 0 13F-HR Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 1 $124 <0.01% new 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 1 $118 <0.01% new 13F-HR Timeline 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.