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A. 3,456 $49K <0.01% 0 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 3,500 $48.6K <0.01% 0 13F-HR Timeline JPMORGAN CHASE & CO in group JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO 3,406 $48.3K <0.01% -30,709 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 3,322 $47.1K <0.01% -325 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 3,250 $46.1K <0.01% 0 13F-HR Timeline Group BOKF, NA in group BOKF, NA More: the full row for BOKF, NA 3,200 $45.4K <0.01% 0 13F-HR Timeline Group Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 3,122 $44.3K <0.01% +118 13F-HR Timeline BARRETT & COMPANY, INC. More: the full row for BARRETT & COMPANY, INC. 2,250 $31.9K 0.01% 0 13F-HR Timeline Cape Investment Advisory, Inc. More: the full row for Cape Investment Advisory, Inc. 2,000 $28.4K 0.01% new 13F-HR Timeline Motiv8 Investments LLC More: the full row for Motiv8 Investments LLC 1,750 $25K 0.01% new 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 1,750 $24.8K <0.01% +400 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) 1,710 $24.2K <0.01% new 13F-HR Timeline Group Beaird Harris Wealth Management, LLC More: the full row for Beaird Harris Wealth Management, LLC 1,479 $21K <0.01% -581 13F-HR Timeline Atlantic Union Bankshares Corp in group Atlantic Union Bankshares Corp More: the full row for Atlantic Union Bankshares Corp 1,400 $19.9K <0.01% 0 13F-HR Timeline Group Osbon Capital Management LLC More: the full row for Osbon Capital Management LLC 1,237 $17.5K 0.02% 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 1,200 $17K <0.01% 0 13F-HR Timeline BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 1,188 $16.8K <0.01% new 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 1,075 $15.2K 0.01% -1,075 13F-HR Timeline Aspect Partners, LLC More: the full row for Aspect Partners, LLC 969 $13.7K 0.01% +52 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 917 $13.3K <0.01% 0 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 908 $12.9K <0.01% +25 13F-HR Timeline Innovative Advisory Group, LLC More: the full row for Innovative Advisory Group, LLC 800 $11.3K 0.01% 0 13F-HR Timeline PFS Partners, LLC More: the full row for PFS Partners, LLC 589 $8.35K <0.01% 0 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 525 $7.45K <0.01% 0 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 508 $7.2K <0.01% +28 13F-HR Timeline Kentucky Trust Co More: the full row for Kentucky Trust Co 500 $7.09K <0.01% 0 13F-HR Timeline Colonial Trust Advisors in group Colonial Trust Advisors More: the full row for Colonial Trust Advisors 475 $6.74K <0.01% 0 13F-HR Timeline Group Ransom Advisory, Ltd More: the full row for Ransom Advisory, Ltd 400 $5.67K <0.01% new 13F-HR Timeline Glass Jacobson Investment Advisors llc More: the full row for Glass Jacobson Investment Advisors llc 398 $5.64K <0.01% 0 13F-HR Timeline MAI Capital Management More: the full row for MAI Capital Management 384 $5.44K <0.01% +21 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 372 $5.28K <0.01% new 13F-HR Timeline Group HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 300 $4.25K <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. 250 $3.54K <0.01% 0 13F-HR Timeline Group Qube Research & Technologies Ltd More: the full row for Qube Research & Technologies Ltd 231 $3.28K <0.01% -13 13F-HR Timeline Aptus Capital Advisors, LLC More: the full row for Aptus Capital Advisors, LLC 200 $2.84K <0.01% 0 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 176 $2.5K <0.01% +34 13F-HR Timeline Blue Trust, Inc. More: the full row for Blue Trust, Inc. 175 $2.48K <0.01% -15 13F-HR Timeline Signature Equity Partners, LLC More: the full row for Signature Equity Partners, LLC 173 $2.45K <0.01% 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 165 $2.33K <0.01% +121 13F-HR Timeline WealthShield Partners, LLC More: the full row for WealthShield Partners, LLC 134 $1.9K <0.01% +7 13F-HR Timeline CALDWELL SUTTER CAPITAL, INC. More: the full row for CALDWELL SUTTER CAPITAL, INC. 100 $1.42K <0.01% new 13F-HR Timeline FMR LLC in group FMR LLC More: the full row for FMR LLC 73 $1.04K <0.01% -1,010 13F-HR Timeline Group ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 71 $1.01K <0.01% -251 13F-HR Timeline Group NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 14 $935 <0.01% -1 13F-HR Timeline Group Citizens National Bank Trust Department More: the full row for Citizens National Bank Trust Department 50 $709 <0.01% 0 13F-HR Timeline Park Square Financial Group, LLC More: the full row for Park Square Financial Group, LLC 35 $582 <0.01% +9 13F-HR Timeline