FORA Capital, LLC More: the full row for FORA Capital, LLC 7,403 $816K 0.09% new 13F-HR Timeline CHOREO, LLC More: the full row for CHOREO, LLC 7,381 $815K 0.01% +244 13F-HR Timeline Abacus Planning Group, Inc. More: the full row for Abacus Planning Group, Inc. 7,367 $812K 0.12% -1 13F-HR/A Timeline MERCER GLOBAL ADVISORS INC /ADV More: the full row for MERCER GLOBAL ADVISORS INC /ADV 7,146 $788K <0.01% +2,436 13F-HR Timeline New York Life Investment Management LLC in group New York Life Investment Mana… More: the full row for New York Life Investment Management LLC 7,125 $785K 0.01% -380 13F-HR Timeline Group DARK FOREST CAPITAL MANAGEMENT LP More: the full row for DARK FOREST CAPITAL MANAGEMENT LP 6,775 $747K 0.03% new 13F-HR Timeline WINTON GROUP Ltd in group WINTON GROUP Ltd More: the full row for WINTON GROUP Ltd 6,646 $732K 0.04% new 13F-HR Timeline Group Persistent Asset Partners Ltd More: the full row for Persistent Asset Partners Ltd 6,566 $724K 0.63% new 13F-HR Timeline BRIGHTON JONES LLC More: the full row for BRIGHTON JONES LLC 6,467 $713K 0.02% new 13F-HR Timeline Precision Wealth Strategies, LLC More: the full row for Precision Wealth Strategies, LLC 6,395 $705K 0.23% new 13F-HR Timeline GUGGENHEIM CAPITAL LLC in group GUGGENHEIM CAPITAL LLC More: the full row for GUGGENHEIM CAPITAL LLC 6,188 $682K 0.01% -333 13F-HR Timeline Group Veery Capital, LLC More: the full row for Veery Capital, LLC 6,148 $678K 0.23% 0 13F-HR Timeline OLD MISSION CAPITAL LLC More: the full row for OLD MISSION CAPITAL LLC 5,958 $657K 0.02% -33 13F-HR Timeline Pallas Capital Advisors LLC More: the full row for Pallas Capital Advisors LLC 5,848 $645K 0.02% +479 13F-HR Timeline Allspring Global Investments Holdings, … in group Allspring Global Investments … More: the full row for Allspring Global Investments Holdings, LLC 5,694 $642K <0.01% -10,055 13F-HR Timeline Group Hamilton Capital Partners Inc. More: the full row for Hamilton Capital Partners Inc. 5,746 $633K 0.03% -860 13F-HR Timeline CSS LLC/IL More: the full row for CSS LLC/IL 5,660 $624K 0.04% +480 13F-HR Timeline Farringdon Capital, Ltd. More: the full row for Farringdon Capital, Ltd. 5,495 $606K 0.2% new 13F-HR Timeline Hudson Portfolio Management LLC More: the full row for Hudson Portfolio Management LLC 5,495 $606K 0.57% -200 13F-HR Timeline READYSTATE ASSET MANAGEMENT LP More: the full row for READYSTATE ASSET MANAGEMENT LP 5,485 $605K 0.03% new 13F-HR Timeline SALZHAUER MICHAEL in group SALZHAUER MICHAEL More: the full row for SALZHAUER MICHAEL 5,481 $604K 0.38% -11,713 13F-HR Timeline Group Bridgewater Associates, LP More: the full row for Bridgewater Associates, LP 5,449 $601K <0.01% -9,073 13F-HR Timeline Sequoia Financial Advisors, LLC More: the full row for Sequoia Financial Advisors, LLC 5,376 $592K <0.01% +158 13F-HR Timeline DRW Securities, LLC More: the full row for DRW Securities, LLC 5,330 $587K 0.04% new 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 5,240 $578K 0.01% new 13F-HR Timeline &PARTNERS More: the full row for &PARTNERS 5,089 $561K <0.01% +994 13F-HR Timeline GROUP ONE TRADING LLC More: the full row for GROUP ONE TRADING LLC 5,004 $551K 0.02% new 13F-HR Timeline AVANTAX ADVISORY SERVICES, INC. More: the full row for AVANTAX ADVISORY SERVICES, INC. 4,963 $547K <0.01% +399 13F-HR Timeline Severin Investments, LLC More: the full row for Severin Investments, LLC 4,836 $533K 0.5% new 13F-HR Timeline IBEX WEALTH ADVISORS More: the full row for IBEX WEALTH ADVISORS 4,826 $532K 0.06% new 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 4,760 $525K <0.01% -962 13F-HR Timeline Group BLAIR WILLIAM & CO/IL More: the full row for BLAIR WILLIAM & CO/IL 4,750 $523K <0.01% -3,100 13F-HR Timeline Vinva Investment Management Ltd More: the full row for Vinva Investment Management Ltd 3,047 $516K 0.01% new 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 4,585 $505K 0.15% new 13F-HR Timeline CI INVESTMENTS INC. in group CI INVESTMENTS INC. More: the full row for CI INVESTMENTS INC. 4,433 $489K <0.01% -222 13F-HR Timeline Group XPONANCE LLC More: the full row for XPONANCE LLC 4,376 $482K <0.01% -19 13F-HR Timeline QRG CAPITAL MANAGEMENT, INC. More: the full row for QRG CAPITAL MANAGEMENT, INC. 4,354 $480K <0.01% +45 13F-HR Timeline Sterling Capital Management LLC More: the full row for Sterling Capital Management LLC 4,196 $462K 0.01% +631 13F-HR/A Timeline Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 4,167 $459K 0.2% new 13F-HR Timeline Schonfeld Strategic Advisors LLC More: the full row for Schonfeld Strategic Advisors LLC 4,115 $454K <0.01% -15,230 13F-HR Timeline FOSTER & MOTLEY INC More: the full row for FOSTER & MOTLEY INC 4,067 $448K 0.03% -249 13F-HR Timeline ALPS ADVISORS INC in group ALPS ADVISORS INC More: the full row for ALPS ADVISORS INC 4,019 $443K <0.01% +49 13F-HR Timeline Group Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 3,987 $439K 0.01% +79 13F-HR Timeline Group LANARK FINANCIAL, INC. More: the full row for LANARK FINANCIAL, INC. 3,975 $438K 0.04% -16 13F-HR Timeline Polymer Capital Management (US) LLC More: the full row for Polymer Capital Management (US) LLC 3,938 $434K 0.07% -368 13F-HR Timeline Dynamic Technology Lab Private Ltd More: the full row for Dynamic Technology Lab Private Ltd 3,780 $417K 0.06% +1,002 13F-HR Timeline SummitTX Capital, L.P. More: the full row for SummitTX Capital, L.P. 3,733 $411K 0.02% +846 13F-HR Timeline AMALGAMATED BANK More: the full row for AMALGAMATED BANK 3,684 $406K <0.01% -52 13F-HR Timeline Jump Financial, LLC in group Jump Financial, LLC More: the full row for Jump Financial, LLC 3,647 $402K <0.01% -39,174 13F-HR/A Timeline Group State of Wyoming More: the full row for State of Wyoming 3,631 $400K 0.05% -202 13F-HR Timeline Vestcor Inc More: the full row for Vestcor Inc 3,615 $398K 0.01% -1,760 13F-HR Timeline Utah Retirement Systems More: the full row for Utah Retirement Systems 3,575 $394K <0.01% -133 13F-HR Timeline AIA Group Ltd in group AIA Group Ltd More: the full row for AIA Group Ltd 3,574 $394K 0.01% 0 13F-HR Timeline Group Virtu Financial LLC in group Virtu Financial LLC More: the full row for Virtu Financial LLC 3,559 $392K 0.02% new 13F-HR Timeline Group Baron Wealth Management LLC More: the full row for Baron Wealth Management LLC 3,510 $387K 0.14% +1,315 13F-HR Timeline Aventura Private Wealth, LLC More: the full row for Aventura Private Wealth, LLC 3,473 $383K 0.17% 0 13F-HR Timeline SHELL ASSET MANAGEMENT CO More: the full row for SHELL ASSET MANAGEMENT CO 3,383 $373K 0.01% -565 13F-HR Timeline Maryland State Retirement & Pension Sys… More: the full row for Maryland State Retirement & Pension System 3,333 $367K 0.01% 0 13F-HR Timeline PUBLIC EMPLOYEES RETIREMENT ASSOCIATION… More: the full row for PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 3,319 $366K <0.01% 0 13F-HR Timeline Vise Technologies, Inc. More: the full row for Vise Technologies, Inc. 3,280 $361K 0.01% 13F-HR Timeline AlphaCore Capital LLC More: the full row for AlphaCore Capital LLC 3,252 $361K 0.01% new 13F-HR Timeline Bath Savings Trust Co More: the full row for Bath Savings Trust Co 3,259 $359K 0.04% 0 13F-HR Timeline ASSETMARK, INC in group ASSETMARK, INC More: the full row for ASSETMARK, INC 3,258 $359K <0.01% -3 13F-HR Timeline Group Net Worth Advisory Group More: the full row for Net Worth Advisory Group 3,245 $358K 0.08% -177 13F-HR Timeline Perkins Coie Trust Co More: the full row for Perkins Coie Trust Co 3,200 $353K 0.06% 0 13F-HR Timeline GREAT LAKES ADVISORS, LLC More: the full row for GREAT LAKES ADVISORS, LLC 3,150 $347K <0.01% -21 13F-HR Timeline Arkadios Wealth Advisors More: the full row for Arkadios Wealth Advisors 3,147 $347K 0.01% +364 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 3,031 $346K 0.01% -26 13F-HR Timeline Centiva Capital, LP More: the full row for Centiva Capital, LP 3,113 $343K 0.02% -5,332 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 3,083 $340K 0.14% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 2,981 $333K 0.01% new 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 2,893 $319K <0.01% -6,700 13F-HR Timeline Group EMC Capital Management More: the full row for EMC Capital Management 2,856 $315K 0.17% -2,663 13F-HR Timeline Venturi Wealth Management, LLC More: the full row for Venturi Wealth Management, LLC 2,841 $313K 0.02% -6 13F-HR Timeline Sanctuary Advisors, LLC More: the full row for Sanctuary Advisors, LLC 2,832 $312K <0.01% new 13F-HR Timeline Aigen Investment Management, LP More: the full row for Aigen Investment Management, LP 2,828 $312K 0.04% +188 13F-HR Timeline MML INVESTORS SERVICES, LLC More: the full row for MML INVESTORS SERVICES, LLC 2,788 $307K <0.01% +425 13F-HR Timeline EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 2,750 $303K 0.01% +2,421 13F-HR Timeline Group TRUIST FINANCIAL CORP in group TRUIST FINANCIAL CORP More: the full row for TRUIST FINANCIAL CORP 2,729 $301K <0.01% +539 13F-HR Timeline Group FOX RUN MANAGEMENT, L.L.C. More: the full row for FOX RUN MANAGEMENT, L.L.C. 2,718 $300K 0.05% -8,157 13F-HR Timeline US BANCORP \DE\ in group US BANCORP \DE\ More: the full row for US BANCORP \DE\ 2,691 $297K <0.01% +38 13F-HR Timeline Group Forum Financial Management, LP in group Forum Financial Management, LP More: the full row for Forum Financial Management, LP 2,671 $294K <0.01% +157 13F-HR Timeline Group SHERBROOKE PARK ADVISERS LLC More: the full row for SHERBROOKE PARK ADVISERS LLC 2,629 $290K 0.13% new 13F-HR Timeline U.S. Capital Wealth Advisors, LLC More: the full row for U.S. Capital Wealth Advisors, LLC 2,599 $286K 0.01% -100 13F-HR Timeline INFRASTRUCTURE CAPITAL ADVISORS, LLC More: the full row for INFRASTRUCTURE CAPITAL ADVISORS, LLC 2,595 $286K 0.03% new 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 2,452 $270K 0.03% -83 13F-HR Timeline Red Wave Investments LLC More: the full row for Red Wave Investments LLC 2,402 $265K 0.09% 0 13F-HR Timeline Jefferies Financial Group Inc. in group Jefferies Financial Group Inc. More: the full row for Jefferies Financial Group Inc. 2,400 $265K <0.01% -48,345 13F-HR Timeline Group SYON CAPITAL LLC More: the full row for SYON CAPITAL LLC 2,327 $256K 0.02% new 13F-HR Timeline Sivia Capital Partners, LLC More: the full row for Sivia Capital Partners, LLC 2,287 $252K 0.09% new 13F-HR/A Timeline CIBC Asset Management Inc More: the full row for CIBC Asset Management Inc 2,285 $252K <0.01% 0 13F-HR Timeline MERIDIAN INVESTMENT COUNSEL INC. More: the full row for MERIDIAN INVESTMENT COUNSEL INC. 2,250 $248K 0.07% 0 13F-HR Timeline Paragon Capital Management Ltd More: the full row for Paragon Capital Management Ltd 2,189 $241K 0.04% new 13F-HR Timeline Kathmere Capital Management, LLC More: the full row for Kathmere Capital Management, LLC 2,078 $229K 0.02% new 13F-HR Timeline YOUSIF CAPITAL MANAGEMENT, LLC More: the full row for YOUSIF CAPITAL MANAGEMENT, LLC 2,067 $228K <0.01% -110 13F-HR Timeline TWINBEECH CAPITAL LP More: the full row for TWINBEECH CAPITAL LP 2,045 $225K 0.01% -31,843 13F-HR Timeline HB Wealth Management, LLC More: the full row for HB Wealth Management, LLC 2,034 $224K <0.01% new 13F-HR Timeline Arcus Capital Partners, LLC More: the full row for Arcus Capital Partners, LLC 2,000 $220K 0.1% new 13F-HR Timeline Chicago Partners Investment Group LLC More: the full row for Chicago Partners Investment Group LLC 1,883 $218K 0.01% new 13F-HR Timeline PRELUDE CAPITAL MANAGEMENT, LLC More: the full row for PRELUDE CAPITAL MANAGEMENT, LLC 1,960 $216K 0.02% new 13F-HR Timeline Penserra Capital Management LLC in group Penserra Capital Management L… More: the full row for Penserra Capital Management LLC 1,890 $208K <0.01% new 13F-HR Timeline Group Proficio Capital Partners LLC More: the full row for Proficio Capital Partners LLC 1,855 $204K 0.01% new 13F-HR Timeline Compound Planning, Inc. More: the full row for Compound Planning, Inc. 1,847 $204K 0.01% new 13F-HR Timeline Olympiad Research LP More: the full row for Olympiad Research LP 1,829 $202K 0.33% new 13F-HR Timeline KBC Group NV in group KBC Group NV More: the full row for KBC Group NV 1,602 $177K <0.01% -1,704 13F-HR Timeline Group GLOBEFLEX CAPITAL L P More: the full row for GLOBEFLEX CAPITAL L P 1,506 $166K 0.01% 0 13F-HR Timeline OSAIC HOLDINGS, INC. in group OSAIC HOLDINGS, INC. More: the full row for OSAIC HOLDINGS, INC. 1,515 $164K <0.01% +589 13F-HR/A Timeline Group PNC Financial Services Group, Inc. in group PNC Financial Services Group,… More: the full row for PNC Financial Services Group, Inc. 1,465 $161K <0.01% -284 13F-HR Timeline Group MetLife Investment Management, LLC in group MetLife Investment Management… More: the full row for MetLife Investment Management, LLC 1,402 $155K <0.01% -152 13F-HR Timeline Group Hilltop National Bank More: the full row for Hilltop National Bank 1,297 $143K 0.04% 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 1,246 $137K 0.02% +425 13F-HR Timeline Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 892 $98.3K <0.01% +753 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 806 $88.8K <0.01% -1,969 13F-HR Timeline Aster Capital Management (DIFC) Ltd More: the full row for Aster Capital Management (DIFC) Ltd 711 $78.4K 0.02% new 13F-HR Timeline Hemington Wealth Management More: the full row for Hemington Wealth Management 654 $72K 0.01% -97 13F-HR Timeline Harvest Fund Management Co., Ltd in group Harvest Fund Management Co., … More: the full row for Harvest Fund Management Co., Ltd 644 $71K <0.01% new 13F-HR Timeline Group BNP PARIBAS ASSET MANAGEMENT Holding S.… in group BNP PARIBAS ASSET MANAGEMENT … More: the full row for BNP PARIBAS ASSET MANAGEMENT Holding S.A. 642 $71K <0.01% new 13F-HR Timeline Group Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 561 $61.8K 0.05% -7 13F-HR Timeline Brooklyn Investment Group More: the full row for Brooklyn Investment Group 547 $60.3K 0.01% +29 13F-HR/A Timeline BI Asset Management Fondsmaeglerselskab… in group BI Asset Management Fondsmaeg… More: the full row for BI Asset Management Fondsmaeglerselskab A/S 508 $56K <0.01% 0 13F-HR Timeline Group Erste Asset Management GmbH in group Erste Asset Management GmbH More: the full row for Erste Asset Management GmbH 500 $55.3K <0.01% +500 13F-HR Timeline Group IFP Advisors, Inc More: the full row for IFP Advisors, Inc 483 $53.2K <0.01% +471 13F-HR Timeline EMERALD ADVISERS, LLC in group EMERALD ADVISERS, LLC More: the full row for EMERALD ADVISERS, LLC 425 $46.8K <0.01% 0 13F-HR Timeline Group Farther Finance Advisors, LLC More: the full row for Farther Finance Advisors, LLC 418 $46.1K <0.01% +221 13F-HR Timeline Covestor Ltd More: the full row for Covestor Ltd 397 $44K 0.03% +262 13F-HR Timeline Allworth Financial LP More: the full row for Allworth Financial LP 384 $42.3K <0.01% +367 13F-HR Timeline STEPH & CO More: the full row for STEPH & CO 357 $39.3K 0.01% new 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 339 $37.4K <0.01% -639 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 322 $35.6K <0.01% -252 13F-HR Timeline Caitong International Asset Management … More: the full row for Caitong International Asset Management Co., Ltd 253 $27.9K 0.02% -99 13F-HR Timeline Quarry LP More: the full row for Quarry LP 248 $27.3K 0.01% -665 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 225 $25K <0.01% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 221 $24.4K <0.01% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 214 $23.6K <0.01% +153 13F-HR Timeline Parallel Advisors, LLC More: the full row for Parallel Advisors, LLC 199 $21.9K <0.01% +18 13F-HR Timeline DT Investment Partners, LLC More: the full row for DT Investment Partners, LLC 191 $21.1K <0.01% 0 13F-HR Timeline Cherry Tree Wealth Management, LLC More: the full row for Cherry Tree Wealth Management, LLC 190 $20.9K <0.01% -25 13F-HR Timeline CREATIVE FINANCIAL DESIGNS INC /ADV More: the full row for CREATIVE FINANCIAL DESIGNS INC /ADV 180 $19.8K <0.01% -32 13F-HR Timeline JONES FINANCIAL COMPANIES LLLP in group JONES FINANCIAL COMPANIES LLLP More: the full row for JONES FINANCIAL COMPANIES LLLP 175 $19.3K <0.01% new 13F-HR Timeline Group GeoWealth Management, LLC More: the full row for GeoWealth Management, LLC 173 $19.1K <0.01% new 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 106 $11.7K <0.01% 0 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 105 $11.6K <0.01% +1 13F-HR Timeline Cetera Trust Company, N.A More: the full row for Cetera Trust Company, N.A 104 $11.5K 0.01% 0 13F-HR Timeline Dogwood Wealth Management LLC More: the full row for Dogwood Wealth Management LLC 99 $11.3K 0.01% new 13F-HR Timeline Federation des caisses Desjardins du Qu… More: the full row for Federation des caisses Desjardins du Quebec 100 $11K <0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 97 $10.7K <0.01% +8 13F-HR Timeline Whipplewood Advisors, LLC More: the full row for Whipplewood Advisors, LLC 80 $8.82K <0.01% +37 13F-HR Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 64 $7.26K <0.01% 0 13F-HR Timeline GAMMA Investing LLC More: the full row for GAMMA Investing LLC 63 $6.94K <0.01% new 13F-HR Timeline NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO in group NORTHWESTERN MUTUAL INVESTMEN… More: the full row for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 57 $6.28K <0.01% +49 13F-HR Timeline Group MAI Capital Management More: the full row for MAI Capital Management 55 $6.06K <0.01% +4 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 48 $5.29K <0.01% new 13F-HR Timeline Briaud Financial Planning Inc More: the full row for Briaud Financial Planning Inc 49 $5K <0.01% 0 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 33 $3.64K <0.01% 0 13F-HR Timeline Private Wealth Management Group, LLC More: the full row for Private Wealth Management Group, LLC 19 $2.09K <0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 18 $1.98K <0.01% 0 13F-HR Timeline Ameritas Advisory Services, LLC in group Ameritas Investment Partners,… More: the full row for Ameritas Advisory Services, LLC 18 $1.98K <0.01% new 13F-HR Timeline Group Glen Eagle Advisors, LLC More: the full row for Glen Eagle Advisors, LLC 18 $1.98K <0.01% 0 13F-HR Timeline Binnacle Investments Inc More: the full row for Binnacle Investments Inc 17 $1.87K <0.01% +3 13F-HR Timeline Mowery & Schoenfeld Wealth Management, … More: the full row for Mowery & Schoenfeld Wealth Management, LLC 15 $1.65K <0.01% new 13F-HR Timeline Clearstead Trust, LLC More: the full row for Clearstead Trust, LLC 13 $1.43K <0.01% new 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 12 $1.32K <0.01% -4 13F-HR Timeline WPG Advisers, LLC More: the full row for WPG Advisers, LLC 11 $1.21K <0.01% new 13F-HR Timeline Capital Advisors, Ltd. LLC More: the full row for Capital Advisors, Ltd. LLC 13 $1K <0.01% 0 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 6 $1K <0.01% +3 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. UMB Bank, n.a. More: the full row for UMB Bank, n.a. 6 $661 <0.01% new 13F-HR/A Timeline Larson Financial Group LLC More: the full row for Larson Financial Group LLC 6 $661 <0.01% +1 13F-HR Timeline Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 6 $661 <0.01% new 13F-HR Timeline Cornerstone Planning Group LLC More: the full row for Cornerstone Planning Group LLC 5 $577 <0.01% 0 13F-HR Timeline WealthTrak Capital Management LLC More: the full row for WealthTrak Capital Management LLC 5 $552 <0.01% 0 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 3 $331 <0.01% new 13F-HR Timeline Principia Wealth Advisory, LLC More: the full row for Principia Wealth Advisory, LLC 3 $331 <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 2 $235 <0.01% new 13F-HR Timeline Atlantic Edge Private Wealth Management… More: the full row for Atlantic Edge Private Wealth Management, LLC 2 $221 <0.01% 0 13F-HR Timeline TFC Financial Management, Inc. More: the full row for TFC Financial Management, Inc. 1 $111 <0.01% 0 13F-HR Timeline Valued Wealth Advisors LLC More: the full row for Valued Wealth Advisors LLC 1 $111 <0.01% 0 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 $110 <0.01% -27 13F-HR Timeline Group Tortoise Investment Management, LLC More: the full row for Tortoise Investment Management, LLC 1 $110 <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.